Client Resources for New Experience

Geezeo PFM
What you need to drive success.

Geezeo is here, every step of the way. This Geezeo Resources section, specifically for Geezeo's New Experience is a place to get started, seek guidance and find marketing help.

PFM Enhancements for New Experience - Use this document to learn about the new and updated features and functionality in Geezeo PFM.

Timeline for Maximizing Your PFM Launch- Use this timeline to begin scheduling resources and fitting PFM-related messages into your communication calendar.

Quick Start Guide- Very basic PFM training. Only have 5 minutes? This is your cheat sheet.

Geezeo PFM Promotional & Tutorial Videos- Download and use for employee training, on your website, and in your promotional efforts.

Launch Pad Landing Page template example for New Experience- A responsive landing page for your financial institution that highlights how Geezeo PFM enhances your digital banking experience and spells out the product features and benefits that connect with real customer needs. Learn more about pricing options.

Turn-key "Possibilities" PFM Marketing Campaign- Use our proven marketing campaign format to promote your new tools or use as a guide for creating your own marketing materials. Perfect for launching your new PFM or kick-starting promotions for your existing PFM.

Turn-key "Smarter Way" Marketing Campaign - Perfect for launching your new online financial management (OFM or PFM) or educating your online users about your upgrade to new UX. Use our proven marketing campaign format to promote your new tools or use as a guide for creating your own marketing materials.

Questions?

The Geezeo API offers plenty of ways to integrate, be it an integration of PFM into another service, or another service into PFM.

Geezeoclients@jackhenry.com