Geezeo Nation

Insights on fintech and financial services from our experts and practitioners at Geezeo and our bank, credit union and technology partners.

3 Powerful Marketing Strategies for Using Your PFM Data

December 7, 2019

Since the best marketing is often built on personal connection, then creating a unique customer experience builds a personalized journey tailored for each person you want to reach. 

Don’t Sell Your Customers a Mortgage, Sell Them a Path to Ownership

June 27, 2019

June was Homeownership Month, so we thought it was a good time to deliver some housing stats to give you a better idea of how homeownership looks in 2019.  

One-To-One with Geezeo: Doug Whiteman

June 20, 2019

This One-To-One we had a chance to speak with Doug Whiteman, Editor-in-chief of the consumer-focused personal finance website MoneyWise.com. We wanted to get his insights on where he sees the expanding fintech trend in the financial sector.

Integration: Where the Rubber Hits the Road

March 25, 2019

It’s one thing to shop for a new fintech platform. It’s another to actually buy one.

Plan an Emergency Fund with Your PFM

February 25, 2019

Drama-Free Emergencies and Stress-Free Fun with Your PFM

Don’t Lose Your Head When Opening Your Heart

February 8, 2019

When thinking about holidays, is Valentine’s Day on your list for spending big? Well, it should be because last year, 135 million people in the US spent $30 billion on this holiday. It is important to try not to lose your head when you’re giving with your heart.

3 Powerful Marketing Strategies for Using Your PFM Data

January 25, 2019

Since the best marketing is often built on personal connection, then creating a unique customer experience builds a personalized journey tailored for each person you want to reach.

Building An Internet of Things In Retail Banking

December 26, 2018

The Internet of Things (IoT) is a concept that describes a totally interconnected world. Some vehicles, kitchen appliances, and even heart monitors are now connected through the IoT. And as the Internet of Things continually grows, more devices will join that list. Ultimately IoT is able to help people in a number of ways by saving time and simplifying daily activities. One of the industries that will be benefiting from IoT the most is the banking industry.

The Most Powerful Fintech Tool: Advocacy

December 4, 2018

Fintech is a big deal.

Step Inside Geezeo’s Amazon Web Services Experience

October 17, 2018

A decade ago, Geezeo launched as a SaaS company providing digital financial management solutions to US community banks, regional banks, and credit unions. Since the beginning, Geezeo built its technology infrastructure leveraging Amazon Web Services, which has allowed us to scale quickly and seamlessly.

Integrated PFM Can Help Mitigate Fraud Cost and Exposure

September 13, 2018

There is plenty of talk about cybersecurity both internally and externally. And it’s no surprise that cybersecurity in the financial sector, in particular, is a huge industry. Cybercrime, in general, is a $600 billion industry, and at some point in all those breached accounts and all that compromised security, financial institutions will pay either directly or indirectly.