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Jack Henry & Associates Acquires Geezeo

July 1, 2019

MONETT, Mo., July 1, 2019 /PRNewswire/ -- Jack Henry & Associates, Inc.® (NASDAQ: JKHY) is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Today the company announced the acquisition of Geezeo, a Boston-based provider of retail and business digital financial management solutions.

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Best Innovation Group First To Leverage Geezeo’s New Conversation Software Development Kit (Sdk) For Personal Financial Management

October 29, 2018

Braintree, MA, (October 29, 2018) - Geezeo, a leader in Fintech and data-driven solutions for financial institutions, has recently launched its Conversation Software Development Kit (SDK). Concurrently, Best Innovation Group (BIG), a technology innovation and development company, will leverage the Geezeo conversational SDK to expand their Financial Innovation Voice Experience (FIVE) voice banking platform with PFM capabilities.  

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Topics: Fintech, Financial Technology, FinServ, Digital Banking, Banking, Data

Geezeo's Responsive Tiles Transform Digital Banking Experience

June 7, 2018

Geezeo, an established fintech leader in data-driven solutions for financial institutions, launched Responsive Tiles, a game-changing product that merges the streamlined efficiency of online banking with the value of leading-edge Personal Financial Management tools. These powerful tools help innovative banks, credit unions, and technology partners gain a better understanding of their customers’ needs, and allow customers to get more value from the intuitive design of the tiles.

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More than 100 Jack Henry Banking Clients Opt In For Geezeo

February 13, 2018

Company: Jack Henry & Associates, Inc. 663 Highway 60, P.O. Box 807 Monett, MO 65708
Analyst Contact: Kevin D. Williams, Chief Financial Officer, (417) 235-6652
Press Contact: Jessica Randall, Corporate Communications Manager, (704) 357-0298

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F&M Bank Selects Geezeo To Enhance Digital Banking

January 10, 2018

TIMBERVILLE, VA USA January 10, 2018 - F&M Bank of Virginia announced the launch of Squirrel, a Personal Financial Management (PFM) platform powered by Geezeo, a leading Fintech firm offering integrated digital financial management. The $700 million community bank is offering customers a fully integrated, white label digital financial management solution, and will benefit from Geezeo’s engagement banking platform, which enables financial institutions to deliver highly relevant content from within the online banking environment.

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Partner Colorado Credit Union Unveils New Website

September 14, 2017

Williamsburg, VA – September 13, 2017 - Partner Colorado Credit Union, an Arvada, Colorado based credit union, recently launched a redesigned website, www.partnercoloradocu.org.

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Geezeo Partners with Digital Onboarding, Inc.

September 7, 2017

Geezeo is a financial technology firm that enhances the digital banking experience via its white label consumer and business digital financial management solutions. Today the company announced its strategic alliance with Digital Onboarding, Inc. the first digital SaaS platform dedicated to increasing bank customer activation rates.

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Geezeo Expands on Product API with Responsive Tiles to Build Customized Digital Banking Experiences

August 29, 2017

Braintree, MA, (August 29, 2017) - Geezeo, a leader in Fintech and data-driven solutions for financial institutions, has developed and introduced Responsive Tiles to help innovative banks, credit unions and technology partners build customized digital banking experiences. Geezeo’s Responsive Tile library empowers these financial institutions to finally blur the lines between online and mobile banking and personal financial management (PFM) features.

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Liberty Bank Selects Geezeo for Digital Financial Management

April 25, 2017
Geezeo, a leading fintech company that offers integrated retail and business financial management solutions, today announced that they have signed Liberty Bank, a $4.5 billion bank headquartered in Middletown, Connecticut. Geezeo will provide Liberty Bank with integrated digital financial management solutions to support the bank’s retail and business customers. Liberty Bank will additionally benefit from Geezeo’s engagement banking platform, which enables financial institutions to leverage behavioral financial data to deliver highly relevant content from within the online and mobile banking environment. This partnership focuses on providing a fully integrated experience, including Responsive Tiles, Geezeo’s latest technology solution. Responsive Tiles allow financial institutions access to a library of Digital Money Management features that can be easily integrated into an existing digital banking framework. In addition to retail digital financial management, Liberty Bank will also roll out the Geezeo powered small business solution, designed to help business clients better track their finances. Geezeo’s Personal Financial Management (PFM) features help financial institutions further empower online banking users, giving them more control and a holistic view of assets, liabilities, cash flow, goals, and budgets. These features will help Liberty Bank evolve their digital banking experience and expand service capabilities to drive engagement and additional share of wallet. “Liberty Bank seeks to be a leader and advocate in our market providing the products and services today’s digital savvy customer needs,” said Patricia Jatkevicius, Executive Vice President, of Liberty Bank. “We selected Geezeo to help us deliver on our brand promise of helping consumers and businesses find their confident place! Geezeo provides the tools necessary for consumers and businesses alike to effectively manage their current financial situation and to plan for a bright financial future. We see this new partnership with Geezeo as a huge benefit to our customers and Liberty by giving us greater access to data and insights that can help us provide the meaningful product and service offerings our customers deserve.” “We’re thrilled to be working with a leading Connecticut bank because we’re based here,” said Peter Glyman, Geezeo President and Co-Founder. “Being able to help Liberty enhance their customer experience is very exciting for us. Banks must understand the needs and behaviors of their customers and the banking industry should deliver the very best in digital customer experience. Liberty shares this focus.” Along with Geezeo, Liberty also signed with Payveris, another Connecticut fintech company, to round out their digital banking platform. Payveris, a provider of next generation API centric digital payment solutions is headquartered in Rocky Hill, Connecticut. “It’s great to see two Connecticut fintech companies represented supporting the local banking industry,” said Glyman. About Liberty Bank Established in 1825, Liberty Bank is Connecticut’s oldest mutual bank, with almost $4.5 billion in assets and 55 banking offices throughout the central, eastern, and shoreline areas of the state. As a full-service financial institution, Liberty offers consumer and commercial banking, home mortgages, insurance, and investment services. Named as a “Top Workplace” by the Hartford Courant for five consecutive years, Liberty maintains a longstanding commitment to superior personal service and unparalleled community involvement.
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Computer Service Professionals, Inc. Partners with Geezeo

April 12, 2017

Computer Service Professionals, Inc. (CSPI) the digital banking platform provider, has partnered with fintech firm Geezeo to offer digital financial management tools to CSPIs financial institution clients. The partnership will enable CSPI’s customers to leverage the Geezeo PFM features and benefits, which will tightly integrate via an API directly within their online banking platforms. “CSPI and Geezeo share a vision of offering financial institutions robust platforms with strong integration, that enhances the digital experience for online banking users,” said Shawn Ward, Geezeo CEO. “Banks and credit unions must invest in digital experience and fintech, across all channels, so consumers can seamlessly manage finances on demand.” About Computer Service Professionals, Inc. Computer Service Professionals, Inc. (CSPI) was founded in 1988 and has been installing and supporting item processing systems ever since. In 1994 they became a business partner and authorized reseller of BancTec reader-sorters and began developing their original proof-of-deposit software soon thereafter. Since that time, CSPI has gained over 400 software and hardware customers throughout the United States through their wide product offering including but not limited to: online banking, mobile applications, mobile deposit, eStatement services, document imaging and tracking, remote deposit capture, and proof of deposit solutions.

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Jack Henry & Associates Partners with Geezeo to Introduce JHA Online Financial Management

March 14, 2017

–Platform supports consumers’ financial health, empowers institutions with insights and actionable data– MONETT, Mo. – Jack Henry & Associates, Inc.® (NASDAQ:JKHY) is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Today the company announced the availability of JHA Online Financial ManagementSM, powered by Geezeo®. JHA Online Financial Management is delivered as a seamless extension of financial institution websites and empowers consumers to better manage their financial health from a holistic perspective. The ability to integrate transaction data from Jack Henry & Associates’ core systems and NetTeller® Online Banking™ using the Geezeo platform provides consumers with a data rich experience that includes sophisticated transaction categorization, budgeting, alerts, and cash flow calendars. Mobile integrations with goDough® and Banno solutions are scheduled for later this year. Randy Woodson, chief banking officer at Washington, N.C.-based First South Bank, shared, “Our goal is to be at the center of our customers’ financial journey. This partnership brings our digital experience to an entirely new level, one that competes with even the largest banks. It enables us to honor our commitment as a true community bank that builds trusted and personalized relationships, demonstrating that we know and understand our customers through their digital experience just as well now as we did face-to-face in the branch decades ago. With JHA Online Financial Management, we can engage in the micro-moments of their everyday lives, the small pieces of banking that lead up to major financial decisions that meet their life goals.” Chris Schell, senior vice president of marketing at Madison, Wisc.-based Summit Credit Union, commented, “Banking is not about transactions, it’s about helping members succeed financially and reach their goals. The partnership between Jack Henry & Associates and Geezeo provides us with a more convenient, insightful and comprehensive perspective for members to assess their finances and improve their incremental progress. In turn, this increases our credit union’s value proposition and solidifies our commitment to offering the best member service.” JHA Online Financial Management’s marketing platform compiles the financial and behavioral data banks and credit unions need to generate accurate consumer insights and highly targeted promotional offers that can increase wallet share. Financial institutions also benefit from free marketing support and programs designed to drive user adoption. Shawn Ward, CEO of Geezeo added, “Financial institutions need online financial management to compete in a digital world to keep their best customers engaged. Consumers are gravitating toward such personal and sophisticated services, often as a means to improve their financial status, which translates to an opportunity for institutions to offer more relevant products. Digital advances like OFM position institutions to compete more effectively and maximize an emerging, long-term growth trajectory. David Foss, president and CEO of Jack Henry & Associates, explained, "The integration between digital banking, core data, and financial management tools is a critical part of today’s user experience. Beyond being a digital differentiator, this enables financial institutions to create a nurturing environment where they can have more of an impact on consumers’ financial health. JHA Online Financial Management is an example of our continued commitment to modern, dynamic technology that is helping to shape the new business of banking.” About Jack Henry & Associates, Inc. Jack Henry & Associates, Inc.® (NASDAQ:JKHY) is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Its solutions serve more than 10,000 customers nationwide, and are marketed and supported through three primary brands. Jack Henry Banking® supports banks ranging from community banks to multi-billion dollar institutions with information processing solutions. Symitar® is a leading provider of information processing solutions for credit unions of all sizes. ProfitStars® provides highly specialized products and services that enable financial institutions of every asset size and charter, and diverse corporate entities to mitigate and control risks, optimize revenue and growth opportunities, and contain costs. Additional information is available at www.jackhenry.com. About Geezeo Geezeo is a financial technology firm that enhances the digital banking experience via its white label consumer and business digital financial management solutions. Geezeo platform solutions are thoughtfully integrated within over 400 financial institution’s online banking environments, empowering consumers and businesses to gain more financial control and reduce typical banking friction. To help financial institutions drive the digital shift, Geezeo incorporates its data driven Engagement Banking Marketing Platform which provides contextual content, facilitating interaction between the FI and the online user. Geezeo further supports financial institutions through its API which supports IoT, Artificial Intelligence (AI) and machine learning and offers comprehensive digital marketing services. Statements made in this news release that are not historical facts are forward-looking information. Actual results may differ materially from those projected in any forward-looking information. Specifically, there are a number of important factors that could cause actual results to differ materially from those anticipated by any forward-looking information. Additional information on these and other factors, which could affect the Company’s financial results, are included in its Securities and Exchange Commission (SEC) filings on Form 10-K, and potential investors should review these statements. Finally, there may be other factors not mentioned above or included in the Company’s SEC filings that may cause actual results to differ materially from any forward-looking information.

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Langley Federal Credit Union Unveils New Website - Site Planned and Developed By Geezeo

February 28, 2017

Langley Federal Credit Union, based in Newport News, VA., recently launched a redesigned website, www.langleyfcu.org. The new site is now fully accessible from both desktop computers and mobile devices, and is designed to be visually appealing and user-friendly. Created to enrich the user experience, the new site incorporates a modern design and responsive technology to seamlessly optimize viewing capabilities for all devices and screen sizes. Intuitive navigation and simplified communication guides visitors to find what they are searching for quickly. The objective was not to just provide design, but to develop a site that supported Langley’s member service objectives as well as organic search (SEO) and content marketing strategies. “This new website provides Langley Federal Credit Union with the mobile and digital experience that our members expect from us. Consumers live on their mobile devices and our new website ensures that their interactions with us deliver the ease-of-use that they have to expect from Langley,” stated Tom Ryan, President/CEO of Langley Federal Credit Union. Langley hired Geezeo to plan, develop and design the new site. The GI creative team actively sought client input and collaborated closely with the Langley project team and management to improve site navigation, build a clearer member journey and craft an overall design that supported the credit union’s new visual brand. Fred Hagerman, Vice President of Marketing at Langley summarized the decision to select Geezeo. “We assessed potential partners for this project both locally and nationally. Geezeo’s extensive knowledge of the credit union industry, along with their strength in website design and search engine optimization ultimately resulted in their selection. Looking back at the outcome, we were blown away by their work. Geezeo’s team of experts put together a final product that we are incredibly proud of.” “Working with the team at Langley was a fantastic experience for us because they knew what they wanted to accomplish with the new site and gave us the opportunity to address their unique needs creatively,” said Jim Craig, VP Consulting Services for Geezeo. “They now have a site that serves existing members efficiently while building trust and engagement with prospective members.” About Langley Financial Credit Union Langley Federal Credit serves over 250,000 members and has more than $2.2 billion in assets, ranking the financial cooperative as one of the top 100 largest credit unions in the nation. Located in Hampton Roads, Langley has served the community for more than 80 years. ###

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Geezeo Expands With Addition of Buffalo, New York Office

January 6, 2017

Geezeo, a leader in Fintech and data-driven solutions for financial institutions, today announced plans to expand in Buffalo, New York. This fourth Geezeo site is scheduled to open in February 2017 and will be in addition to existing locations in Braintree, Massachusetts; Glastonbury, Connecticut; and Williamsburg, Virginia. “Our solutions have become better known in the industry, and demand has risen quickly," said James Elwood, Geezeo’s Chief Technology Officer . "We selected the location in Buffalo because we continue to see a large talent pool in the market. Our newest location will help us continue to grow and evolve as we stay ahead of client’s needs." The Buffalo team is charged with the development and maintenance of Geezeo’s platform, housing a mix of Ruby and Scala Developers, QA Engineering, and Product Management. In late spring 2017 additional engineering staff will likely be added. The new office will be located in the Ellicott Square Building, a 10-story Italian Renaissance-style office building, built in 1896. It comprises the full city block between Main Street and Washington Street, located in the heart of Downtown Buffalo. Geezeo offices are within easy walking distance of Canalside, First Niagara Center, Coca-Cola Field and M&T Plaza. About Geezeo Geezeo is a financial technology firm that enhances the digital banking experience via its white label consumer and business digital financial management solutions. More than 400 financial institutions leverage Geezeo’s integrated suite of online financial management tools. Geezeo platform solutions are thoughtfully integrated within a financial institution’s online banking platform, empowering consumers and businesses to gain more financial control, better manage daily and long-term finances and reduce overall banking friction. To help financial institutions drive the digital shift, Geezeo incorporates the Engagement Banking Marketing Platform which provides relevant, data-driven content facilitating interaction between the FI and the online user.

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Geezeo and King Fish Media Sign Clients

September 28, 2016

Braintree, MA, USA September 28, 2016

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Geezeo CEO To Present at the Virginia Bankers Association Credit Management Conference

September 21, 2016

Braintree, MA, USA September 21, 2016 - Geezeo, a leading FinTech firm that offers integrated digital financial management and web-based, data-driven marketing platforms, announced their CEO, Shawn Ward will be a presenter at the upcoming Virginia Bankers Association Credit Management Conference to be held October 3 - 4, 2016 at the Omni Charlottesville. The topic, New Generation of Lending & the Impact of E-commerce, will present a compelling case for why community bankers in the Commonwealth and beyond, should be concerned with new competition and threats that are very real. Ward will define the new landscape, provide vivid examples of new threats to community banks’ relationships and revenue, and suggest how banks can fight back. “Technology is changing the landscape of how bankers do business and can create a big challenge for traditional banks,” said Ward. “Fintech firms and new technology driven lenders have figured out the market opportunity and are a significant threat to community banks through the US.” About Geezeo Geezeo offers over 400 banks and credit unions an integrated suite of online financial management tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated within a financial institution’s online banking platform, giving users a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo’s included Engagement Banking platform offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information, visit www.geezeo.com. ###

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Geezeo Promotes Key Technologists

September 21, 2016

Braintree, MA, USA September 21, 2016

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Topics: Fintech

Geezeo and Zenmonics Blend Personal Financial Management with Cross-Channel Convenience

May 16, 2016

Zenmonics today announced a partnership with Geezeo, a financial technology firm offering an industry leading Personal Financial Management (PFM) platform. The joint venture will seamlessly blend increasingly popular finance management features with the cross-channel agility of Zenmonics’ channelUNITED™ platform. Geezeo’s PFM features enable customers to better manage their financial well-being via budgeting, spending analysis, cash flow management and enhanced transaction and payee categorization. This PFM integration approach will occur via the same effortless interactivity Zenmonics already offers across online, tablet and phone applications. Financial institutions struggle with differentiation and enhancing their value propositions, which is critically important as new players enter the financial services market. Ultimately, the Zenmonics-Geezeo integration leads to FIs providing their customers with a more engaging and relevant banking experience, while providing a level of service and capability increasingly sought by consumers. When deployed by banks using Zenmonics’ digitalBANKING, mobileBANKER and Kiosk solutions, Geezeo’s functionality will facilitate trust between customers and banks. For financial institutions, the partnership represents an opportunity to engage customers with cross-channel, self-service solutions in addition to strengthening the bank-customer relationship. “We are dissolving legacy PFM barriers of moving PFM to a separate tab in an application,” said Tracey Dunlap, Director of Digital Channels at Zenmonics. “Geezeo gives us the ability to bring PFM content throughout the application to provide a more natural financial relationship to the user. Geezeo has made this possible.” “Our partnership with Zenmonics provides their customers with a genuine omni-channel experience with industry-leading functionality,” said Shawn Ward, CEO of Geezeo. “It’s our mission to help financial institutions bring innovation to life and we’re excited by Zenmonic’s vision of the future of banking and need for enhanced engagement in all channels.” About Zenmonics Zenmonics is a global technology services and product company serving the banking and financial technology market since 2007. Headquartered in the financial hub of Charlotte, N.C., their passionate staff specializes in solutions that transform the engagement between banks and their customers. The channelUNITED™ platform serves both bank associates and bank customers across the digital enterprise, to deliver lower operational costs, increase customer share, and reduce technical debt. For more information, please visit http://www.zenmonics.com About Geezeo Geezeo is a financial technology firm that enhances the digital banking experience via its white label consumer and business digital financial management solutions. More than 400 financial institutions leverage Geezeo’s integrated suite of online financial management tools. Geezeo platform solutions are thoughtfully integrated within a financial institution’s online banking platform, empowering consumers and businesses to gain more financial control, better manage daily and long-term finances and reduce overall banking friction. To help financial institutions drive the digital shift, Geezeo incorporates the Engagement Banking Marketing Platform which provides relevant, data-driven content facilitating interaction between the FI and the online user. Geezeo further supports this via the comprehensive services of their digital marketing arm, Geezeo Interactive. For more information on the privately held company, visit http://www.geezeo.com.

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Malauzai Partners with Financial Management Solution Provider, Geezeo

April 12, 2016

SmartApps provider strengthens mobile, online platform with leading PFM tools AUSTIN, TX – Malauzai Software today announced a partnership with Geezeo, a leading provider of online Personal Financial Management (PFM) solutions. Geezeo’s solutions will be fully incorporated into Malauzai’s mobile and Internet banking SmartApps™ for community financial institutions. Six financial institutions, including Fort Wayne, Ind.-based Fort Financial Credit Union, have already signed contracts to deploy Malauzai’s platform with PFM. Robb Gaynor, chief product officer for Malauzai, commented, “By partnering with Geezeo, our apps are now of even greater value, giving users the opportunity to not just conduct transactions, but to take charge of their financial decisions and personal financial objectives. The app now allows banks and credit unions to better cement their roles as trusted financial partners to those they serve.” Through the partnership, financial institutions using Malauzai’s online and mobile banking platform can provide consumers and small businesses a comprehensive view of their assets, bills, overall cash flow, goals and budgets. By accounting for each user’s unique financial profile, including spending habits and goals, financial institutions can identify and present relevant products and services. Additionally, the integration of Geezeo’s PFM solution aligns with Malauzai’s Mobile Only Experience™ (MOX) by giving users a consistent way to review manage their finances across all screens. “We are really excited about this partnership with Malauzai because we share a commitment to provide innovative financial tools to credit unions and community banks,” said Shawn Ward, CEO & Co-Founder of Geezeo. “As more consumers begin to manage their finances on mobile devices, it is important for them to be able to get the entire picture of their finances in one place. Including PFM capabilities to Malauzai’s platform offers a major enhancement to the FI’s digital banking.” The addition of PFM comes on the heels of Malauzai’s recent software enhancements, including the incorporation of TouchID technology, P2P payment capabilities and an enhanced user interface and design options.   About Malauzai Software Malauzai was incorporated in 2009 in response to the growing demand for a technology company that could provide innovative mobile solutions for community financial organizations. As a cool company in a cool town with a focus primarily on community financial institutions, Malauzai provides Consumer, Small Business, Employee SmartApps, SmartwebApps  and SmartwearApps that enhance the customer experience for mobile and Internet banking, ultimately resulting in increased value for financial institutions.   About Geezeo Geezeo partners with an estimated 400 financial institutions to deliver an integrated suite of online financial management tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated within a financial institution’s online banking platform, giving users a holistic view of financial assets, liabilities, cash flow, goals, and budgets. Geezeo’s included Engagement Banking platform offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information on the privately held company, visit www.geezeo.com. 

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Geezeo launches partnership with king fish media to offer strategic digital content solutions

March 16, 2016

Braintree, MA – Geezeo, a leading provider of on-line Personal Financial Management (PFM) solutions for more than 400 financial institutions, has announced a new partnership with King Fish Media, a digital and content management agency headquartered in Beverly, MA. “Between us, we’ve got remarkable core competencies,” says Bryan Clagett, Geezeo Chief Marketing Officer. “Geezeo offers the technology platform and marketing experience within financial services and King Fish brings the content management and strategy development, so we’re really enhancing the capabilities of our marketing division, Geezeo Interactive.” While many banks and credit unions work with traditional advertising agencies, the partnership between King Fish and Geezeo offers a unique combination of skills to financial institutions. As financial institutions struggle to create a unique voice in the market, many are not leveraging their digital platforms to leverage and promote a more integrated experience for their customers. Geezeo’s PFM platform promotes a high level of engagement by creating a seamless interface that allows customers to view all of their financial accounts in one place. Customers become empowered because they have access to a robust set of financial tools including branded content to help them actively manage their spending and saving habits. Financial institutions gain access to a much richer set of data, allowing them to offer relevant products and solutions based on individual customer activity. The new partnership with King Fish brings a strategic focus to content management and brand identity for the PFM platform and Geezeo Interactive’s agency clients. “It’s more than a simple content integration. It’s about helping a client look at digital differently,” says King Fish Media president Cam Brown. “Our goal is to help financial institutions build a unique tone and position so that they can engage more effectively with their customers with branded content that helps educate and inspire them based on financial interests and needs.” “The role of the traditional brick-and-mortar bank is changing, and to stay relevant banks need to re-evaluate how they are using their digital platforms,” says Clagett. “In many, if not most, cases digital is becoming the “bank” to the consumer, so its presence should be greater and grander. It’s a powerful tool, and when used intelligently it can fundamentally change the way customers interact with their banks.” About Geezeo Geezeo offers over 400 banks and credit unions an integrated suite of online financial management tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated within a financial institution’s online banking platform, giving users a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo’s included Engagement Banking platform offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information, visit www.geezeo.com. Contact: Bryan Clagett, CMO Geezeobclagett@geezeo.com About King Fish Media The company develops integrated campaigns that create an emotional connection between clients and their customers and prospects. Each program is designed to deliver measurable results based on real-world marketing objectives. To effectively deliver branded content, King Fish helps clients Own Their Media Channel® by strategically creating media platforms including branded editorial content, responsive web sites, social media campaigns, eBooks, white papers, infographics, online video, as well as live and virtual events. King Fish has created profit-generating programs for companies including Affinion, Ameriprise, Bank of America, BBVA Compass, Boston Market, C&S Wholesale Grocers, Cengage Learning, Fidelity, IBM, Janus Capital, Lightlife, Keurig Green Mountain, New York Life, SUPERVALU, Zappos, and others. For more information, visit www.kingfishmedia.com. Contact: Cameron Brown, President King Fish Mediacbrown@kingfishmedia.com

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Access Softek to Offer Geezeo Powered PFM - Firms to Reimagine PFM for Mobile

February 29, 2016

Access Softek, a premier mobile banking platform provider, recently announced it has established a formal reseller agreement with Geezeo, a leading FinTech firm that offers integrated digital financial management. Through this agreement, Access Softek will offer their customers Geezeo’s proven Personal Financial Management (PFM) platform. The collaborative solution builds upon cooperation initiated in 2013 between Geezeo and Access Softek. Through that partnership, users have a single mobile product that combines complete day-to-day financial operations with planning and goal management. Access Softek’s Mobile Finance Manager offers extensive functionality including true real-time deposit capture, bill pay, P2P transfers, mobile lending, and more. Geezeo’s PFM capabilities like account aggregation, auto-categorization, and spending alerts give users unprecedented personal finance power while on the go. Community banks and credit unions can turn risk into advantage by choosing the right partners to contend against the largest banks as well as competition from fast moving, high-tech startups. “PFM baked into mobile banking produced a vastly improved PFM adoption rate,” said David Mason, Wings Financial CIO. “Both Access Softek and Geezeo have proven track records of working well with clients, core processors, and online banking providers.” Wings Financial Credit Union integrated Geezeo’s PFM product into its online banking platform in 2014. The Minnesota credit union provides a fully integrated, white label PFM solution to their members. This integrated mobile PFM solution has cracked the PFM adoption rate ceiling, proving the value of anywhere, anytime mobile PFM. Due to the proven success of this integration, and its high value to both end users and financial institutions, Access Softek and Geezeo expect significant increased PFM use as this reseller agreement makes the Geezeo solution available to all 400+ Access Softek customers. Increased mobile PFM use and its attendant financial literacy help usher in the mobile tipping point (where mobile banking is more valuable to end users than online banking). “When you can manage your budget in real time as you spend money instead of updating it belatedly at home, your results are more complete and accurate,” said Access Softek CEO Chris Doner. “More people use PFM when it’s mobile.” “Maintaining closer control over day-to-day personal spending is a priority, especially among younger demographics,” said Shawn Ward, Co-Founder and CEO of Geezeo. “Access Softek clients want to offer advanced PFM tools while gaining a better understanding of customer behavior and influencing their financial services consumption, thereby further monetizing account relationships.” About Geezeo Geezeo partners with an estimated 400 financial institutions to deliver an integrated suite of online financial management tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated within a financial institution’s online banking platform, giving users a holistic view of financial assets, liabilities, cash flow, goals, and budgets. Geezeo’s included Engagement Banking platform offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information on the privately held company, visit www.geezeo.com. About Access Softek Access Softek provides innovative digital banking products with secure, rich functionality to customers of banks, credit unions, brokerage firms, and others. A co-founder of the mobile banking trend, Access Softek was the first to release a downloadable mobile banking application and continues to unveil cutting-edge industry firsts to over 400 bank and credit union customers. Since 1986 they have developed both custom and turnkey mobile solutions out of their Berkeley, California headquarters. For more information about Access Softek visit accesssoftek.com/mobile.

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NYMBUS Announces Partnership with Personal Finance Management Solutions Provider, Geezeo

February 25, 2016

Partnership brings integrated platform to NYMBUS clients for a comprehensive digital experience Miami, FLORIDA – NYMBUS, the world’s first complete, full-stack, API driven core banking platform, today announced its partnership with Geezeo, a leading white label Personal Finance Management (PFM) provider for banks and credit unions.  By partnering with Geezeo, NYMBUS will be further equipped to provide financial institutions (FIs) with all they need to operate as efficiently and effectively as possible, allowing them to compete with the banking behemoths and the neo banks. The partnership allows for the addition of an all-in-one online banking platform, creating a modern approach to managing transactions, leveraging data and enhancing the overall online banking experience, of which PFM is a critical component. “This partnership has been in the works for several months, and we are very excited to see it come alive,” said Alex Lopatine, CEO of NYMBUS. “Geezeo is an unsurpassed leader in the online personal and business finance management space with a highly impressive client list. From a cultural standpoint, we fit together well. With top-of-the-line products and honest people, it is a pleasure to be working with them. Geezeo truly believes in NYMBUS and what we’re trying to accomplish, and that is very important to us.” Poised to revolutionize the banking industry, NYMBUS is the only SaaS core designed by world-class UX experts with the end-user in mind. The platform fuses core banking functionality, an impressive suite of applications and a cloud-based infrastructure into a singular, modern solution that will increase efficiency and the ability for small and mid-sized financial institutions to survive and thrive. Geezeo takes a similar holistic approach by enhancing the online banking experience through cash flow management, alert management and budgeting with a focus on consumers, business and wealth segments. Each digital solution seamlessly integrates within an FI’s mobile and online banking system, allowing the host FI the ability to own their PFM brand. Ultimately, this leads to FIs providing their customers with an engaging and relevant banking experience. "Embracing a fully digital strategy requires an aggressive modernization of a financial institution’s often outdated infrastructure, because the competitive landscape has changed and standing still is not an option,” said Shawn Ward, co-founder and CEO of Geezeo. “Geezeo’s partnership with a cutting-edge platform like NYMBUS demonstrates our continued commitment to evolving PFM from a budgeting tool to a comprehensive digital engagement platform.” "I couldn't be happier that we are partnering with the premier name in PFM. I've known and worked with the team for more than eight years, and they are the best in the business. We are proud to have them join the ‘Rebel Alliance’ that is NYMBUS," said Eric Isham, Chief of Business Development for NYMBUS. For more information on how NYMBUS, together with its partners, is revolutionizing the banking industry, visit www.nymbus.com. ### About NYMBUS NYMBUS is poised to revolutionize the banking industry through a modern and holistic approach to core infrastructures. Developed to evolve seamlessly with both banks and their increasingly tech-savvy customers, NYMBUS’ software fuses core banking functionality, an impressive suite of applications and a cloud-based infrastructure into a singular banking solution designed for the 21st century. NYMBUS’ API driven platform allows financial institutions to operate more efficiently, build customer loyalty and drive revenue growth. About GEEZEO Geezeo offers over 400 credit unions and banks an integrated suite of online financial management tools and services including its proven Personal Financial Management (PFM) solution. Geezeo digital financial management solutions are only available through financial institutions and are focused on consumer, business and wealth segments. All are thoughtfully integrated within a financial institution's online banking platform, giving users a holistic financial view. Geezeo’s included Engagement Banking platform, offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information on the privately held company, visit www.geezeo.com. 

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Robins Financial Credit Union Unveils New Website - Site Planned and Developed By Geezeo

January 20, 2016

Williamsburg, VA - Robins Financial Credit Union, based in Warner-Robins, Ga., recently launched a new, enhanced website as part of its January 1, 2016 name change and rebranding. The site, www.robinsfcu.org, features enhanced navigation as well as a responsive design for mobile users. Robins sought a new website design and approach to navigation, providing members with an improved online experience. Management wanted to provide members with a more robust site that supported the credit union’s new brand, yet went beyond a simple re-skinning, The objective was not to just provide design, but to create a more intuitive and engaging experience while ensuring members have quicker access to a broad range of products and services. The responsive design makes the viewing experience consistent via any platform and is seamless from device to device. “We want to make banking as easy and convenient as we can for our members,” said Amy Etheridge, Marketing & Digital Services Manager for Robins Financial Credit Union. “Part of our commitment to provide better banking is to grow and innovate, which we hope this new website helps us accomplish, while still offering the same exceptional services our members know and love.” Robins hired Geezeo’s in-house marketing agency, Geezeo Interactive (GI), to plan, develop and design the new site. The GI creative team actively sought client input and collaborated closely with the Robins project team and management to improve site navigation, build a clearer member journey and craft an overall design that supported the credit union’s new visual brand. In addition to the site build, GI is providing hosting and it’s Voyager SEO solution. Etheridge went on to say, “The Geezeo team has a well-established reputation in the financial services industry which we knew would translate to them being able to creatively tell our story through responsive design. We are extremely pleased with the end results and are excited to offer this new site to our members.” “It was a pleasure working with Amy and her team, because they gave us the latitude to approach their needs differently, while addressing some of their unique needs,” said Jim Craig, VP Consulting Services for Geezeo. “With the site up and running we are able to give Robins the tools and resources to evaluate and measure the sites performance.” About Geezeo Interactive Geezeo Interactive is the marketing arm of Geezeo, a fintech firm offering hundreds of financial institutions tools that enhance the online banking experience. Geezeo’s integrated Personal Financial Management (PFM) platforms are thoughtfully integrated within a financial institution's online banking and mobile platforms, offering consumers a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo’s included Engagement Banking platform, offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information on the privately held company, visit www.geezeo.com. About Robins Financial Credit Union Robins Financial Credit Union is a local non-profit financial cooperative with nineteen branches in central Georgia. Robins Financial currently provides financial services to over 162,000 members, with assets exceeding $2.0 billion. Membership is open to anyone who lives, works, worships or attends school in the 16 counties Robins Financial serves. To learn more, visit www.robinsfcu.org. ###

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Geezeo Provides Clients With No-Cost New Year Campaign To Engage Consumers and Build Advocacy

December 14, 2015

This year more Americans will make financial resolutions leading to many new financial goals being set. According to a study by Fidelity, the number of Americans considering a financial resolution for 2016 increased significantly to 37%, compared to 31% in 2015. The study also found that 54% of respondents will make a financial goal to save more, while 19% want to spend less in 2016. Geezeo, a leading FinTech firm that offers integrated digital financial management and web-based, data-driven marketing platforms to financial institutions (FIs), is offering clients a no-cost, no-obligation marketing campaign, centered on successful financial goal setting through spending less and saving more. Each quarter Geezeo offers a unique campaign designed specifically to help clients promote their Personal Financial Management (PFM) product. The 2016 first quarter campaign will focus on the savings goal feature of PFM. Geezeo provides different materials and prizes tailored to a specific task consumers can perform within the product. The company has been offering no-cost PFM related marketing support since 2010, and has since strived to help clients bring advocacy to life. “What consumers need this time of year, is encouragement from their financial institution,” says Jim Craig, Vice President Consulting Services, Geezeo. “The ones that step up with help at this time of year, create member engagement that has staying power and builds on a position of advocacy.” The “Spend Less Save More” campaign includes: HTML formatted email template with banner image Four different sized web artwork Stuffer and post card art Facebook post artwork Website landing page copy, to tie it all together. The campaign kicks off on January 1, 2016 and runs through February 29, 2016. Throughout the campaign, Geezeo will provide budgeting tips and money management advice via Twitter, using #SLSM16 as a hashtag. About Geezeo Geezeo partners with an estimated 400 financial institutions to deliver an integrated suite of online financial management tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated within a financial institution’s online banking platform, giving users a holistic view of financial assets, liabilities, cash flow, goals, and budgets. Geezeo’s included Engagement Banking platform offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information on the privately held company, visit www.geezeo.com.

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Geezeo To Build Custom Financial Event Apps - Introducing LIFE by Geezeo

November 23, 2015

Braintree, MA USA – Geezeo, a leading FinTech firm that offers integrated digital financial management and web-based, data-driven marketing platforms to financial institutions (FIs), has begun prototyping PFM driven lifestyle apps. Life and money are inextricably linked whether we like it or not, and financial institutions want to develop stickier relationships along a customer journey. With this in mind, Geezeo will offer custom financial app development, via it’s LIFE (Life Infused Financial Experiences) line of custom apps. The series of LIFE apps will be purpose-built to serve a specific need for a customer during a specific period of time, milestone or phase. Life is about personal journeys and as households or individuals go through these journeys, they will be able to use these bank or credit union branded apps to help them meet a variety of financial challenges or milestones. At the same time, it allows FIs the opportunity to offer relevant, timely solutions. Geezeo’s goal is to help financial institutions create amazing user experiences for clients’ mobile and web applications, while leveraging its proven PFM platform and API and offering FIs a mobile marketing and engagement opportunity, seldom realized today. Examples of apps in the series include: wedding planning home shopping saving for education buying a car having a child forming a business planning retirement “These life events trigger a deeper interest in bettering a person's financial situation.” said Pete Glyman President and Co-Founder of Geezeo. “For this reason, we have always worked with our financial partners in marketing personal financial management features, and not necessarily ‘PFM’ as a product. We’re excited to already have a half dozen clients committed to this new approach.” “Our lives are filled with milestones and with them comes plenty of reasons to worry about money,” said Bryan Clagett, Geezeo’s CMO. “Financial institutions can be real heros, offering timely, relevant solutions that reduce friction, while better positioning the FI as an enabler.” Since launching in 2006, Geezeo has learned customer engagement opportunities are at their highest when a person is going through a life event that has financial significance. LIFE by Geezeo allows financial partners to engage with their customers at the exact time of need. Such an approach supports financial institutions needs of building trust, demonstrating advocacy and differentiating in a commoditized industry. About Geezeo Geezeo offers over 400 credit unions and banks an integrated suite of online financial management tools and services including its proven Personal Financial Management (PFM) solution. Geezeo digital financial management solutions are only available through financial institutions and are focused on consumer, business and wealth segments. All are thoughtfully integrated within a financial institution's online banking platform, giving users a holistic financial view. Geezeo’s included Engagement Banking platform, offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information on the privately held company, visit www.geezeo.com.

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Geezeo Custom Development Helps Fintech Partners Create Unique Customer Experiences

September 21, 2015

Braintree, MA - September 21, 2015 - Geezeo, a fintech company that helps an estimated 400 banks and credit unions better engage customers through digital channels, has rolled out its new API site and introduced its revised REST API and .NET Software Development Kits (SDK). All is designed to make the financial management experience easier for consumers, while enabling Geezeo partners to do more with personal financial management (PFM) data and core product functionality. “Our partners are very interested in deeper integration, but are often pinned against a wall with time and resources,” said Aaron Junod, Geezeo Product Head. “Our .net SDK was developed to reduce the time and complexity of integrating with Geezeo’s platform. We do the heavy lifting so a partner's technology team can focus on integrating value, not our platform.” The Geezeo REST API provides a method of read and partial write access to PFM data. This API is for Partner use only, and is not designed or intended for use by the end user. In addition, security is limited to a Partner-wide access token, available through the Geezeo partner administration team. The updated API docs can be found at http://developers.geezeo.com/ Improvements include: Completely searchable Sample code in Ruby and Curl for all API calls Sample data for all API calls Ability to deep link to specific sections Now includes SAX endpoint documentation The Geezeo .NET SDK accelerates financial institutions integrating the Geezeo platform API's into their .NET solutions. The Geezeo SDK covers the entire platform except aggregation. The SDK, available at https://github.com/Geezeo/net-sdk-public provides the following benefits: Designed to drastically accelerate integrating with the Geezeo platform. Simple NuGet package installation into existing .net projects. IntelliSense support for all of Geezeo's API calls. Includes built in transformations of data to simplify building UI applications. Single line of code to get or change most Geezeo API data. Future proof PAI implementation, SDK updates will absorb most platform changes. “Our mission is to consistently innovate for our clients and partners, and stay engaged with them,” said Bryan Clagett, Geezeo CMO. “We have built our product platform on the foundation of robust, proven technology, and firmly believe that we can further unlock the potential of our platform by partnering with other innovators that seek to help the financial services industry thrive.” About Geezeo Geezeo offers an approximate 400 financial institutions an integrated suite of online financial management tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated within a financial institution's online banking platform, giving users a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo’s included Engagement Banking platform, offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information on the privately held company, visit www.geezeo.com.

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Geezeo Unveils Voyager, a Search Engine Optimization Tool for Financial Institutions and Powered by BrightEdge

September 10, 2015

Braintree, MA USA September 10, 2015

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Mobilearth and Geezeo Partnership Integrates Remote Branch Technology with PFM

September 1, 2015

Burnaby, BC Canada – September 1, 2015 – Omni-channel, mobile banking provider Mobilearth has partnered with personal finance management (PFM) provider Geezeo to offer PFM as an engagement platform for credit union members. Integrated with Mobilearth’s remote MobiBranch technology, Geezeo’s PFM will help further empower digital users, allowing them more control with a holistic view of their assets, liabilities, cash flow, goals, and budgets -- which increases MobiBranch customers’ options within their virtually unlimited reach. The partnership works with Mobilearth utilizing Geezeo’s API to call in the features and functions of its product to Mobilearth’s Online/Mobile Banking and MobiBranch products. With this integration, credit unions and their employees can access the Geezeo PFM product for a powerful, remote experience. As a result, the technology integration leverages each organization’s expertise to create integrated offerings that empower financial institutions to better compete in the marketplace. "Both MobiBranch and Geezeo have a common desire to provide credit unions with innovative online financial tools that meet the growing needs of credit union members as it pertains to the financial health of member households," says Steve Nigri, Vice President Sales Geezeo. "Credit unions must look for additional ways to leverage online banking and digital marketing to have an impact that supports member services and credit union growth. This can be done by leveraging web based, data driven marketing platforms available through Geezeo solutions." “We believe this partnership makes perfect sense, bringing what has traditionally been a consumer facing product to the branch employee. It’s what has been needed for a long time,” states Mobilearth CEO Tia Lee. “Having the power of that information while engaging with new and existing members from a tablet is very powerful. Our companies have talked about the traditional interface to OLB/Mobile -- which is a no brainer for sure. Providing the power of MobiBranch with Geezeo’s PFM technology, now that’s a great offering.” About Geezeo Geezeo partners with an estimated 400 credit unions and banks to deliver an integrated suite of online financial management tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated within a financial institution’s online banking platform, giving users a holistic view of financial assets, liabilities, cash flow, goals, and budgets. Geezeo’s included Engagement Banking platform offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information on the privately held company, visitwww.geezeo.com. About Mobilearth Mobilearth was founded with the purpose of granting customers and staff unparalleled freedom and mobility. We aim to provide financial institutions with the most powerful, feature packed software possible. We do not simply provide an app but a full range of products designed to meet your customer needs on any platform.Incorporated in 2005, Mobilearth provides an omni-channel mobile banking experience for financial institution members and customers. MobiBranch is the newest product for the omni-channel mobile banking experience, designed for financial institutions to expand branch reach.  For more info, visit: www.mobilearth.com.

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NAFCU Services Selects Geezeo as Preferred Partner for Personal Financial Management (PFM)

August 13, 2015

BRAINTREE, MA –NAFCU Services Corporation has selected Geezeo, a leading provider of engagement banking, as the Preferred Partner for Personal Financial Management (PFM) following votes by three panels of industry-leading credit union CEOs. Geezeo is now one of only 29 NAFCU Preferred Partners and the only partner for PFM.  "We are thrilled to partner with Geezeo and we look forward to collectively driving credit union digital engagement to a new level," said Randy Salser, president of NAFCU Services Corporation. "Geezeo is a proven PFM provider with a vast amount of credit union expertise. They are 100% dedicated to partnering with financial institutions and they clearly understand the unique needs and demands of our members. Our mission has always been to identify and champion the best solutions for credit unions. By partnering with Geezeo, we have taken another big step in achieving that goal." "We're excited to help credit unions leverage digital technology to improve member loyalty, drive revenue, and mitigate the impacts of fraud," said Shawn Ward, CEO of Geezeo. "We are honored to be selected by NAFCU Services, and we look forward to working with them and their members to enhance digital banking in ways that help all parties be more efficient, effective, and engaged." About Geezeo Geezeo partners with 400 credit unions and banks to deliver an integrated suite of online financial management tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated within a financial institution’s online banking platform, giving users a holistic view of financial assets, liabilities, cash flow, goals, and budgets. Geezeo’s included Engagement Banking platform offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information on the privately held company, visit www.geezeo.com. About NAFCU Services Corporation NAFCU Services Corporation is a wholly owned subsidiary of the National Association of Federal Credit Unions (NAFCU). For 40 years, NAFCU Services has partnered with the industry’s leading providers to offer superior solutions to the credit union industry. Only those suppliers who are truly committed to credit unions, and who have undergone a rigorous evaluation process, earn the NAFCU Services Preferred Partner Seal. For more information, visit www.nafcu.org/nafcuservices. Contacts Amy Hibbard Communication Director, Geezeo 757-870-0626 ahibbard@geezeo.com   Paul Timm Vice President, Marketing, NAFCU Services 703-842-2210 ptimm@nafcu.org

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Geezeo to Power BankMobile Personal Financial Management

July 20, 2015

BankMobile Sees PFM as Strategic Imperative Braintree, MA USA July 20, 2015 – Geezeo, a fintech company that helps more than 370 financial institutions better engage consumers through its digital advisory platforms, today announced that it will power Personal Financial Management (PFM) for BankMobile, a digital-only division of Customers Bank in Wyomissing, PA. “Our selection process centered around those PFM innovators with mature products, globally recognized innovation, and multiple large-scale installations with major financial institutions,” said Warren Taylor, President of BankMobile. “PFM is particularly attractive to younger, mobile customers and to the nearly 70 percent of consumers who hold accounts at more than one financial institution.” “We strongly believe that PFM needs to be integrated into every mobile banking execution,” said Shawn Ward, Geezeo CEO. “Working with BankMobile and their technology team is bringing a best-of-breed approach to the market, with the mobile PFM benefits seamlessly integrated using our new product API.” BankMobile’s PFM capability will include: Comprehensive aggregation with an approximate 15,000 financial institutions worldwide Cash flow analysis and analytics A third generation transactional categorization engine and reporting capability Spend management and analysis Integrated intuitive offer engine Bilateral capability offering engagement at any touch point User customizable SMS, email and in-app alert platform About Geezeo Geezeo offers almost 400 credit unions and banks an integrated suite of online financial management tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated within a financial institutions online banking platform, giving users a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo’s included Engagement Banking platform, offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information on the privately held company, visit www.geezeo.com. About Customers Bancorp, Inc. and Customers Bank Customers Bancorp, Inc. is a bank holding company located in Wyomissing, Pennsylvania engaged in banking and related businesses through its bank subsidiary, Customers Bank. Customers Bank is a community-based, full-service bank with assets of approximately $7.1 billion. A member of the Federal Reserve System and with deposits insured by the Federal Deposit Insurance Corporation, Customers Bank provides a range of banking services to small and medium-sized businesses, professionals, individuals and families through offices in Pennsylvania, New York, Rhode Island, Massachusetts, and New Jersey. Committed to fostering customer loyalty, Customers Bank uses a High Tech/High Touch strategy that includes use of industry-leading technology to provide customers better access to their money, as well as Concierge Banking® by appointment at customers’ homes or offices 12 hours a day, seven days a week. Customers Bank offers a continually expanding portfolio of loans to small businesses, multi-family projects, mortgage companies and consumers. Customers Bancorp, Inc.'s voting common shares are listed on the New York Stock Exchange under the symbol CUBI. Additional information about Customers Bancorp, Inc. can be found on the company's website, www.customersbank.com. About BankMobile Established in 2014, BankMobile is a division of Customers Bank, with its headquarters in New York. It provides target customers - millennials, the underbanked and middle income households - a digital, effortless, and financially empowering experience. BankMobile offers checking, savings, lines of credit, joint accounts and access to over 55,000 surcharge-free ATMs nationwide (BankMobile VIP customers have free access to every ATM in the country, which is more than 400,000 ATMs), a guaranteed higher savings rate than the top four banks in the nation, a personal banker for all customers, and a free financial advisor for VIP customers. It is a Federal Reserve regulated and FDIC insured commercial bank. Customers Bancorp is the bank holding company for Customers Bank. BankMobile is an independent operating Digital Banking Division of Customers Bank and also of Customers Bancorp. For more information, please visit www.bankmobile.com. "Safe Harbor" Statement from Customers Bancorp, Inc. In addition to historical information, this press release may contain "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include statements with respect to Customers Bancorp, Inc.'s strategies, goals, beliefs, expectations, estimates, intentions, capital raising efforts, financial condition and results of operations, future performance and business. Statements preceded by, followed by, or that include the words "may," "could," "should," "pro forma," "looking forward," "would," "believe," "expect," "anticipate," "estimate," "intend," "plan," or similar expressions generally indicate a forward-looking statement. These forward-looking statements involve risks and uncertainties that are subject to change based on various important factors (some of which, in whole or in part, are beyond Customers Bancorp, Inc.'s control). Numerous competitive, economic, regulatory, legal and technological factors, among others, could cause Customers Bancorp, Inc.'s financial performance to differ materially from the goals, plans, objectives, intentions and expectations expressed in such forward-looking statements. Customers Bancorp, Inc. cautions that the foregoing factors are not exclusive, and neither such factors nor any such forward-looking statement takes into account the impact of any future events. All forward-looking statements and information set forth herein are based on management's current beliefs and assumptions as of the date hereof and speak only as of the date they are made. For a more complete discussion of the assumptions, risks and uncertainties related to our business, you are encouraged to review Customers Bancorp, Inc.'s filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K for the year ended December 31, 2014 and subsequently filed quarterly reports on Form 10-Q. Customers Bancorp, Inc. does not undertake to update any forward-looking statement whether written or oral, that may be made from time to time by Customers Bancorp, Inc. or by or on behalf of Customers Bank.

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Meet The Summer Interns

July 8, 2015

Each Summer we try to hire a couple of interns, and this Summer is no different. So join us in welcoming Julia and Sara. Julia Foulsham is 18 and from Weymouth, Massachusetts. She is working with our VP of Client Relations and assisting with client outreach and support. She enjoys going to the Cape, going to the beach, and being with her friends. In the fall, she'll be attending Keene State College in New Hampshire and double majoring in secondary education and history. Sara Clagett just turned 18 and lives in Williamsburg, Virginia. Situated at Geezeo South, she has been working on data collection for a research project on millennial banking needs. She enjoys spending time with her cat, eating ice cream in downtown Williamsburg, and listening to Taylor Swift. In the fall of 2015, she will be attending VCU on the pre-medicine chemistry track in hopes of becoming a neuroscientist. In June 2015, she signed with the modeling agency, Wilhelmina. Josh Dornfeld is 21, and lives in Glastonbury, Connecticut. He has been working with the engineers in creating automated software testing frameworks. He enjoys traveling and learning about different cultures, and also enjoys playing various competitive online games. He also has a black belt in Shaolin Kempo Karate! Currently Josh is a senior at Eastern Connecticut State University studying as a Computer Science major, with a minor in Mathematics.

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Backbase Partners with Geezeo for PFM

June 25, 2015

Backbase, the digital banking platform provider, has partnered with personal financial management (PFM) solutions provider Geezeo, an agreement that adds the Connecticut-based private company to the Backbase Open Banking Marketplace. Geezeo offers an integrated suite of personal financial management (PFM) tools for financial institutions. Geezeo PFM helps further empower digital users, giving them more control and a holistic view of their assets, liabilities, cash flow, goals and budgets. These added features and functions help assist the FI as they work to expand their share of wallet with their customers. The partnership will enable Backbase’s customers to leverage the Geezeo PFM features and benefits, which will tightly integrate via an API directly into Backbase Engage, its award-winning omni-channel digital banking platform. Customers will now have the option to add Geezeo through the Open Banking Marketplace to Backbase Engage, giving them more flexibility with their digital banking solutions. “We can integrate seamlessly in any online and mobile environment, always allowing the host FI the ability to own their PFM brand,” said Shawn Ward, CEO of Geezeo. “Backbase delivers a beautiful digital banking solution that focuses heavily on the customer experience and omni-channel delivery. By adding our PFM capabilities in this mix, we can offer a direct upgrade to most FIs’ current digital experiences.” “Adding the Geezeo PFM to our Open Banking Marketplace enables a more flexible customer experience that will deliver innovative capabilities for upgrading their digital banking stacks,” said Jouk Pleiter, CEO & Co-Founder at Backbase. About Backbase Backbase is a software company that creates products such as Backbase CXP and Backbase Engage, each designed to help financial institutions organize, create, and manage customer experiences across all channels, and on any device. Our mission is to help organizations transition smoothly into truly customer-centric businesses by adopting an outside-in approach, pleasing customers while delivering measurable business results. We believe that customer experience management is essential for gaining a competitive edge in the financial sector, helping organizations stand out from the crowd, while growing their business in the process.

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Happy April Fools From Ron Shevlin and Geezeo

April 1, 2015

A Snarketing post by Ron Shevlin The past few years have seen many developments in PFM user interface design, with pastel colors, bubble charts, and animation. Yet, in a world where marketing is supposed to provide customized and personalized offerings, PFM design–even with the new developments–has been a one-size-fits-all world. But not for long. In the next few weeks, Geezeo, a leading PFM vendor to banks and credit unions, will announce what it calls “Segmentizations,” or consumer segment-specific interfaces, each tailored for different consumer segments. The first Segmentization to be released has been designed to engage a group of consumers that have lagged in their use of PFM: the over-55 crowd. More at http://thefinancialbrand.com/51109/new-developments-in-pfm-user-interfac...

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PFM Campaign Participants See Lift

March 24, 2015

We're big believers in providing marketing guidance for our clients. Each quarter we offer a no-cost marketing campaign for PFM clients, which includes artwork and copy, that clients can use "as is" or edit as needed. Ideally financial institutions should be building their own digital banking or PFM campaigns, but we realize how busy clients can be and how stretched their resources can get. Effectiveness of the no-cost PFM campaigns is illustrated in this infographic. Financial institutions that joined the effort, saw increased PFM adoption and increased feature usage. Our second quarter just launched, but we're also providing custom campaigns, that take a more holistic approach, for Wings Financial CU and Oswego County FCU.

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Topics: PFM

Geezeo and Hampton Roads Financial Institutions Support Center For Child & Family Services Annual Concert

February 20, 2015

WILLIAMSBURG, VA USA February 20, 2015 – Geezeo, a company that helps hundreds of banks and credit unions better engage customers through digital channels with it’s digital financial advisor tools, is sponsoring Country For Kids, an annual fund raising event the benefits the Center For Child & Family Services. Country for Kids is the annual charity concert to benefit the Center for Child & Family Services in Hampton, Virginia. This year's concert will be the15th year and has featured artists such as Keith Urban, Little Big Town, Gary Allan, Phil Vassar, Rodney Atkins, Jo Dee Messina, Frankie Ballard, Tracey Lawrence, Chris Cagle to name a few over the years. The shows have helped to raise over $440,000 in proceeds for the Center. The 2015 event, to be held February 20th, features country music star Joe Nichols as it’s headliner. “We’re really excited about the support we’re receiving from the Hampton Roads, Virginia financial services community,” said Bryan Clagett, Geezeo CMO and Vice Chair of the Center For Child & Family Services. “This year our concert sponsors include Old Point National Bank, Bayport FCU and Langley FCU, and all three, along with 1st Advantage FCU, offer tremendous annual financial support of the center. They are great examples of how financial institutions can come together and rally around a great cause and support local economies and people in need." About Center For Child & Family Services The Mission of the Center for Child & Family is to deliver quality counseling programs & support services that empower individuals and families to improve their lives. The Center for Child & Family Services has been helping those in need in our community since 1943. The Center offers innovated and successful programs and support services to support the need of the individual’s, families and the community. From infancy to seniors, the Center serves over 10,000 people each year from all over Hampton Roads. About Geezeo Geezeo offers more than 350 credit unions and banks an integrated suite of digital financial advisory tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated with a credit union or bank online banking platform, giving their users a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo’s included Engagement Banking platform, offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information on the privately held company, visit www.geezeo.com.

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ABA Endorses Geezeo’s Personal Financial Management Platform

January 20, 2015

WASHINGTON – The American Bankers Association – through its subsidiary the Corporation for American Banking – has endorsed the Personal Financial Management (PFM) and Business Financial Management digital platforms of Geezeo, a leading provider of customer engagement solutions. This endorsement establishes the Geezeo platform as the PFM solution of choice for ABA members. “Today’s account holders expect a unified anytime, anywhere, any device, integrated experience,” said Ken Burgess chairman of ABA’s Endorsed Solutions Banker Advisory Council. "We believe Geezeo’s PFM is the right strategic choice to deliver top-flight experiences for bank customers. Bankers rely on ABA to identify firms that enhance their competitiveness and leverage market opportunities. “With Geezeo’s demonstrated integration with online banking providers, it’s easy to see why the Banker Advisory Council supports ABA’s decision to endorse Geezeo’s consumer and business banking solutions,” said Burgess. Burgess is also chairman, FirstCapital Bank of Texas, Midland, Texas. Geezeo, a company that helps hundreds of financial institutions of all sizes engage customers through online and offline digital channels, was founded in 2006 and currently has over 4.2 million users in the United States. “The team at Geezeo is easy to work with and their product provides a tangible benefit to our online banking customers,” said Amy L. Greer, eBusiness – vice president, Online Banking, Regions Financial. “We’re excited that the ABA is endorsing Geezeo’s PFM solutions.” “ABA and Geezeo share a vision of helping banks improve engagement, drive relevant customer dialog and delivering robust platforms with customer centric integration, that enhances the digital experience for online banking users,” said Shawn Ward, Geezeo CEO. “Financial institutions must invest in digital experiences, across all channels, so consumers can seamlessly manage finances on demand, while collaborating with bank staff, thereby pushing beyond omni channel experiences, built off dated channel integration strategies.” About American Bankers Association The American Bankers Association is the voice of the nation’s $15 trillion banking industry, which is composed of small, regional and large banks that together employ more than 2 million people, safeguard $11 trillion in deposits and extend more than $8 trillion in loans. Learn more at aba.com. About Geezeo Geezeo offers more than 350 financial institutions an integrated suite of online tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated with the FI’s online banking platform, giving their users a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo’s Engagement Banking platform offers relevant, data-driven content that helps financial institutions develop online customer dialogue while generating growth through acquisition and increased wallet share. For more information on the privately held company, visit www.geezeo.com. # # # ABA Media Contact: John Hall (202) 663-5473 Email: jhall@aba.com Follow us on Twitter: @ABABankers Geezeo Media Contact: Bryan Clagett (757) 243-3453 Email: bclagett@geezeo.com

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IDS.COM and Geezeo Form Alliance

January 7, 2015

MADISON HEIGHTS, MICH., JANUARY 6, 2015 — IDS.com (Intelligent Document Solutions) has officially announced their alliance partnership with Geezeo. With a shared vision and commitment of providing unparalleled customer service and best of industry solutions, IDS.com and Geezeo form an ideal union. “We look forward to working with IDS and leveraging the services and experiences they provide,” said Bryan Clagett, Geezeo CMO. “Working with providers that share our engagement banking philosophy is fulfilling and the potential of creating a more dynamic account statement with IDS is exciting.” About Geezeo Geezeo offers more than 350 credit unions and banks an integrated suite of online tools and services including its proven white-label Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated with a credit union or bank online banking platform, giving their users a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo’s included Engagement Banking platform offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. About IDS.com IDS.com is a world-class statement eDelivery, print and electronic company. With a combined 50 years serving hundreds of credit unions nationwide, IDS.com sets forth to deliver custom, secure, and innovative products and services. Financial institutions will benefit from an experienced statement vendor partnered with their core processor and online banking vendor to streamline the statement delivery process through I.D.® Intelligent Documents. IDS.com provides financial institutions with the efficiency necessary to meet demands on their members’ terms. Additionally, IDS.com provides high-speed, full-color printing; letter shop services; marketing; and SSAE 16 Type II compliance through a highly experienced and qualified team.

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Another Campaign Ends. Another Campaign Starts.

December 9, 2014

We're big believers that a supplier should do everything in it's power to support it's clients. That's one of the reasons we offer our free PFM marketing campaigns each quarter. Our 4th quarter campaign just came to an end and the results have been excellent. To recap: 43 financial institutions participated in the Fall 2014 Campaign An estimated 5,000 customers entered the sweepstakes that awarded two digital SLR camera prize packages valued over $900 each Participating clients increased the number of PFM users by an average of 10.50% The percentage of PFM users who have aggregated an account increased nearly 9% We are close to releasing the creative for our next campaign, slated as the "No More Excuses" campaign. As consumers, we all make excuses for not setting financial goals. And as retail bankers, we all make excuses for why we struggle with breaking the commodity trap. Being a genuine financial advocate takes hard work, so we're doing our part to reduce some of that friction. Watch for more details coming soon. We're providing artwork for free, to any FI in the continental US. This message can work for PFM clients or any FI that really wants to partner with consumers to help them gain more financial control and well-being.

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Geezeo Introduces Business Focused White Label Financial Management Solution

September 24, 2014

New York, NY USA September 24, 2014 – Geezeo, a leading FinTech firm that offers integrated digital financial management and web-based, data-driven marketing platforms to financial institutions, today announced the introduction of TruBiz, a white label business financial management solution. The product was showcased today at Finovate Fall, in Manhattan. Small business represents a critical market for banks and credit unions. The Geezeo solution is a white label business financial management tool that helps financial institutions enhance their market position within the competitive small and middle market business segments. At the same time, it provides a valuable tool that today's businesses demand. Complementing an FIs online banking offer, the Geezeo solution provides robust online financial management to business banking clients, while offering both the business customer and the FI, predictive insight and capability beyond the expected. The solution is designed to bridge the gap between personal financial management and complex commercial cash management products. In short, the Geezeo TruBiz platform helps small and midsize businesses better manage their cash flow, allowing them to do more, in less time. A financial institution can tightly couple TruBiz within online and mobile banking, offering business owners a real time look at their short term and long term forecasted cash balances, receivables and spending patterns. Additionally, banks and credit unions will be able to provide unparalleled support and services to their bank customers by offering real time product offers geared towards helping customers with their unique financial challenges. A 2013 JD Power study showed overall satisfaction among small business banking customers has decreased by 9 points, as new non-banks have entered the space. Providing small business more control and access across all channels, as become an imperative for the banking community. “We’re leveraging what we have learned from our white label consumer PFM product and building off our two years of API experience,” said Shawn Ward, Geezeo’s CEO. “Just like our consumer PFM API, clients and partners will be able to create custom user experiences or completely roll out their own business solution. This is not a QuickBooks replacement, but rather one that integrates with other leading solutions like QuickBooks or Freshbooks.”

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Geezeo Signs SACU

August 25, 2014

Tolland, CT USA August 25, 2014 – Geezeo, a leading FinTech firm that offers integrated personal financial management (PFM), and web-based, data-driven marketing platforms to financial institutions, today announced that SACU (San Antonio Federal Credit Union) has selected to integrate Geezeo’s proven PFM product into it’s online banking platform. The $2.8 billion credit union will be provided with a fully integrated, white label PFM solution, and will benefit from Geezeo’s unique engagement banking platform, which enables financial institutions to deliver highly relevant content from within the online banking environment. “We’re excited to offer more convenience and accessibility to our members, via a white-label PFM solution that aids us in helping members manage their financial lives,” said Adele Glenn, SACU’s Technical Solution Architect. “Geezeo ended up being the logical choice, because they offer an attractive solution from a member point-of-view, and have a proven track record of working well with Symitar and WRG.” “I get excited about every new client,” said Steve Nigri, Geezeo’s VP of Sales. “But I’m really proud we’re working with Adele and the team at SACU. Adele is a thought leader in the space and really is a Symitar guru.” About SACU Chartered in 1935, SACU is a $2.8 billion credit union serving 250,000 members in 43 states across the U.S. Headquartered in San Antonio, TX, the not-for-profit, member-owned financial cooperative offers competitive products and services from 16 locations locally, one regionally in Houston and nationally through its manufactured home lending division, CU Factory Built Lending. Visit sacu.com, or call 210-258-1234 or 1-800-688-SACU (7228) for information.

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Geezeo and MEA Form Partnership

August 20, 2014

Tolland, CT USA August 19, 2014 – Geezeo, a company that helps hundreds of banks and credit unions better engage customers through digital channels, and MEA Financial Enterprises (MEA), a national leader in the financial software industry, today announced a collaborative partnership that will offer financial institutions the ability to offer personal financial management tools within their online and mobile channels. MEA and Geezeo share a variety of common clients and the two firms will collaborate on integrating the Geezeo data enrichment and mobile PFM solution into MEA’s suite of native mobile banking solutions. “MEA and Geezeo share a vision of offering financial institutions robust platforms with strong integration, that enhances the digital experience for online banking users,” said Shawn Ward, Geezeo CEO. “Banks and credit union must invest in digital experiences, across all channels, so consumers can seamlessly manage finances on demand.” “MEA recognizes that end-users demand modern tools to help them manage their financial goals,” stated Ed Rhea, President & CEO of MEA. "Partnering with Geezeo allows MEA to enhance our dynamic mobile banking solutions. As a result, consumers are accessing financial information through a feature-rich mobile experience that is quickly becoming transparent to Internet banking.” About MEA Financial Enterprises MEA is a national leader in the provision of innovative software solutions to the financial services marketplace around the nation. MEA Financial’s solutions are not only technically advanced, but provide superior functionality, are easy to integrate, and offer enhanced levels of cost efficiency. With these solutions, MEA works towards the goal of helping our clients grow revenue and gain a competitive edge by enhancing their customers’ satisfaction. More information about MEA Financial can be found at www.meafinancial.com.

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Payveris and Geezeo Announce Strategic Integration PartnershipPayveris and Geezeo Announce Strategic Integration Partnership

June 23, 2014

WETHERSFIELD, Conn., June 23, 2014 – Payveris™, a next generation online and mobile digital payments company offering a full range of bill payment, money movement and interbank transfer solutions to banks and credit unions throughout the United States and Geezeo, a company that helps hundreds of banks and credit unions better engage customers through digital channels, have announced a collaborative partnership to offer innovative financial tools and services that enable customers and members to more easily manage their finances. Payveris and Geezeo will leverage each other’s expertise to create integrated offerings that empower financial institutions to better compete in the marketplace. “Both Payveris and Geezeo share a common desire to continually provide both banks and credit unions with the types of innovative online financial tools and services that exceed the needs of their customers or members when it comes to managing their overall finances,” said Shawn Ward, CEO of Geezeo. “As customers and members seek additional ways to seamlessly manage their finances from their online or mobile devices, the ability to pay bills or make payments from their online or mobile devices is a natural complement to Geezeo’s market leading personal financial management (PFM), and unique web-based, data-driven marketing platform.” Payveris’ cloud-based digital payments platform allows for more secure, faster and less expensive payment transactions with less risk of errors. This platform approach provides financial institutions with a more integrated payment offering that creates a better overall user experience than what is currently available today. "At Payveris, our goal is to provide financial institutions with a single platform that offers the best digital payment and money movement experience whether it’s paying a bill, transferring between financial accounts or paying a friend,” said Fran Duggan, President of Payveris. “Geezeo is a thought leading company that understands the importance of giving their users a holistic view of financial assets, liabilities, cash flow, goals and budgets. We are excited to be associated with such a forward thinking organization as we work together to provide banks and credit unions with the types of financial management solutions that keep them at the center of commerce in an ever changing and highly competitive financial services marketplace”. About Geezeo Geezeo offers more than 300 credit unions and banks an integrated suite of online tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated with a credit union or bank online banking platform, giving their users a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo’s included Engagement Banking platform, offers relevant insight and data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information on the privately held company, visit www.geezeo.com. About Payveris, LLC Payveris is a next generation digital online and mobile payment company offering full service online bill pay, money movement and interbank transfer solutions for financial institutions and service providers. The company’s secure cloud-based platform, advanced technologies and full suite of APIs enables partners and financial institutions to deliver a more integrated and customized solution at a lower cost to serve. Payveris’ innovative digital payments platform combined with its “white label” business model provides core processors, online banking providers and other providers of remote banking services a powerful solution for their financial services clients.

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Geezeo Launches New Mobile PFM Application With Rapid Tagger

May 16, 2014

Geezeo, a company that helps hundreds of banks and credit unions better engage customers through digital channels, has introduced a completely redesigned Geezeo mobile PFM app built on HTML5. Featuring a fresh approach and improved functionality, the new app delivers PFM content and features that are just a swipe away. The new design is one of the simplest and most powerful white-label Personal Financial Management (PFM) experiences optimized for iPhone, Android or a modern mobile browser. Most other PFM applications are currently being offered as a 3rd party application, requiring separate login access. The Geezeo Mobile PFM application was developed to integrate with a financial institutions existing mobile banking solution. Key features and functionality includes: Cash Flow Calendar Budgeted Spending Targets Savings Goals Net Worth Tracker Custom Alerts Account Aggregation Transaction Tagging/Categorization “Just like online banking, we strongly believe that PFM needs to be integrated into the existing mobile banking platform,” said Shawn Ward, Geezeo CEO. “This was a great project for us and our mobile application was built entirely using our PFM Product API. We offer clients flexibility because we can handle the product build or a client can roll their own,” he added. The first Geezeo client to introduce the application was Central Bancompany. The Missouri headquartered bank holding company wanted a robust app that brings all online functionality to a native, mobile environment. More and more financial institutions recognize that mobile apps should not be narrow focused, slimed down versions of their web counterparts. "It's very important to integrate everything," stated Matt Tollerton, who heads e-commerce at Central Bancompany. "You don't want a downloadable app for mobile RDC [remote deposit capture], PFM, or mobile wallet. …You want to come to one place to get all of your financial needs met." Along with the Geezeo Mobile PFM release, comes Rapid Tagger, adding an element of gamification to personal finance management. A simple tap and swipe experience makes tagging transactions quick, easy and fun. Reducing the chore of managing money encourages healthy financial habits, and higher product adoption.

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Mobimartricity – Why You Should Always Be Mobile

May 8, 2014

Speaking to marketers at the Virginia Credit Union League marketing workshop in Richmond last week, our very own Jim Craig shared a lot of information and tactics related to mobile marketing. One of the first things he shared was a new term that served as the theme for his presentation – “Mobimartricity”. He presented the term totally in jest. What the made up term is meant to represent is real, however. Mobile-optimized, customer-centric engagement marketing was the focus of the talk, and is also what is missing from so many bank and credit union playbooks. It’s a well-known fact that consumers are not coming into the branch as much as they once did. Another fact is that the majority of emails are being opened on mobile devices. How do these two pieces of information fit together? Consumers are doing more and more away from their desktops and laptops and at all hours. They are being bombarded with messages, researching solutions, and even purchasing products and services with mobile devices. While to some marketers and technologists, this is seen as a big threat, others see a big opportunity and know how to reach the mobile consumer, to offer them a solution to their needs immediately. Retailers have been the most adept at leveraging the change in consumer behavior. Banking has not changed significantly, not because the consumer has not changed, but because banks and credit unions have not changed the way they deliver products and services. The only financial services providers that have adapted well are mono-line providers like credit card companies and brokerages. These companies have adapted rather well to providing consumers with products and services they need, when and where they want them. Real time, on-demand solutions are key. If you know the consumer journey from need/want to delivered solution, you can be in the right place to connect with them and show them what you can do to help them. More often that means you must be mobile-optimized – from your emails, offers and landing pages to your online applications and call center. Yes, your call center has to be ready to take over where your website leaves off and close the deal. More and more competitors can get the job done without a branch visit. Why not you? This is the high tech, high touch opportunity that many of you dreamed about two decades ago. For more insight into Jim’s view of Mobimarticity, contact Jim at jcraig at geezeo dot com. You can do that on your smartphone, to really impress him.

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Topics: Mobile

A New Bike To Celebrate A Great Relationship

April 29, 2014

Regions Bank, Geezeo's largest client with over $140 billion in assets, surely is a savvy marketeer. Based in the South, for several years the regional bank has featured it's bike and bike brigade. Those of you in Region's markets have likely seen the bikes in TV spots and print ads, which launched as part of the Regions "Expect More" positioning, begun in 2007. So what does the bike mean? We did a little research and this is what we discovered: 1) The bikes represent stability. 2) With these bikes, you're in control. 3) These bikes are comfortable. 4) Simplicity is at the heart of these bikes. Stability, control, comfort, simplicity; all great attributes of a bank brand. Here's some of our Connecticut HQ staff, getting ready for a ride around the office, Thanks Regions, for recognizing our efforts and being a great partner.

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Topics: Banking

Geezeo's Jim Craig To Present At Virginia Credit Union League

April 18, 2014

Jim Craig, who heads Geezeo's advisory services via it's interactive division, will present at the May 1 Credit Union Marketing and Business Development Council Workshop. The event is put on by the Virginia Credit Union League and will be held in Richmond, Virginia. Jim will present a segment titled "Mobile Marketing: It’s More Than Smart – It’s Absolutely Necessary". For more information, contact Dawn Lindley with the Virginia Credit Union League at 434.237.9617, 800.768.3344 ext. 617 or dlindley@vacul.org.

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Topics: Credit Unions

Geezeo Launches Second Quarter PFM Campaign For Clients

April 15, 2014

Today Geezeo kicked-off it's second quarter PFM Client Marketing Campaign. Coming off a successful first quarter PFM campaign that saw 38 banks or credit unions participating, the second quarter campaign has a timely topic that focuses on vacation goal setting and related budgeting. Past Geezeo campaigns have demonstrated average PFM adoption increases by 20%. "Our goal is to help financial institutions engage online banking users with timely topics and content, while making it easy for Geezeo clients to market the valuable attributes of PFM", said Jim Craig, Geezeo's Director of Advisory Services. "We embrace the fact that suppliers like Geezeo must be proactive in helping clients market services." The Geezeo PFM Client Marketing Campaign provides a vast array of creative marketing elements that may be customized to the unique client brand. This includes email copy, web banners, web tile offers and print collateral. Geezeo is also offering a related shared promotional offer, whereby a client PFM user can win up to $1000. Geezeo Interactive, a division of Geezeo, provides a variety of marketing services to banks and credit unions, with a goal of helping clients drive a philosophy of high tech, high touch engagement banking. A recap of the first quarter campaign is available to any Geezeo client, media or analyst. Contact Jim Craig at jcraig@geezeo.com He can also provide a link to the 2nd Quarter Marketing Campaign, upon request.

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Geezeo To Attend Silverlake Conference

March 21, 2014

This years event will be held at the Westin St. Louis on Spruce Street. If you're attending, hit Steve on Twitter at @senigri Agenda: Monday, March 24th 6:30 pm to 9:00 pm Welcome Reception / Registration Tuesday, March 25th 7:30 am – 8:30 am Breakfast / Registration 8:30 am – 10:00 am General Session 10:15 am – 10:45 am Group Meetings 11:00 am – 12:00 pm Platinum Vendor Showcase

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Geezeo Attends AFT San Antonio

March 18, 2014

Shawn Ward and Bryan Clagett joined over 100 financial technology leaders in San Antonio, for the annual Spring meeting of the Association of Financial Technology (AFT). Shawn is a Board member of AFT and moderated a session on innovation. If you'd like to follow along with the conference via Twitter, use #AFTweb. Financial technology firms and technology leaders are brought together in the AFT network as collective minds, pooling individual intelligence to build collective intelligence. AFT facilitates the exchange and flow of information and helps to guide and support the development of new competencies and effective business process for members and member companies.

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Geezeo Campaign Lifts Credit Union PFM Usage

March 18, 2014

Tolland, CT March 28, 2014 – Geezeo, a leading FinTech firm that offers personal financial management (PFM) to banks and credit unions, recently completed its first quarter PFM adoption campaign. The no-cost marketing effort was specifically designed to help credit unions increase member adoption of PFM. Geezeo provided participating clients with a variety of ready-made and customizable artwork that was utilized in print and digital channels. “I’m excited to see results that surpassed expectations,” said Jim Craig, Director of Geezeo Interactive. “Aside from having great client participation, we saw a substantial increase in PFM use amongst online banking members.” Geezeo will be providing clients with no cost PFM promotions each quarter. The firm recently expanded its in-house creative services and is developing a number of additional turnkey marketing solutions for PFM clients. Editor Notes: Key Facts: • 38 Geezeo clients participated in the 1st Quarter Campaign • Approximately 10,000 members entered a sweepstakes that awarded a $1000 grand prize and a $500 runners-up prize • Participating clients increased the number of PFM users by an average of 21% • The percentage of active PFM users increased by just over 19% • Financial “Goal Setting” – a function of Geezeo PFM, increased by 80% About Geezeo Geezeo offers more than 290 credit unions and banks an integrated suite of online tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated with a credit union or bank online banking platform, giving their users a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo’s included Engagement Banking platform, offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information on the privately held company, visit www.geezeo.com.

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Novartis To Offer Geezeo Powered PFM

February 25, 2014

We are proud to announce today that Novartis Federal Credit Union will integrate our PFM product into its online banking platform. The New Jersey credit union will be provided with a fully integrated, white label PFM solution, and will benefit from our unique data-driven engagement banking platform.

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Edge14 Webinar Series Kicks Off

February 25, 2014

Each month Geezeo’s Jim Craig hosts the Edge series webinar to provide financial institution (FI) executives access to thought-leaders in engagement banking practices. The goal is to help FIs bridge the gap between facilitating transactions and creating true consumer engagement. The 2014 season of Edge webinars will begin on January 29th with a closer look at data analytics for credit unions and community banks. We will discuss the need to leverage data analytics and cover exciting shifts that are occurring in the industry. Joining Jim Craig will be Walkmore CEO, Eli Mohamad. Walkmore started as a Singularity University project funded by The Filene Research Institute. Together with partners like Geezeo, providers can demonstrate that credit unions and community banks of any size, can benefit from turning account holder data, into actionable insights. Besides data analytics, the 2014 season will include topics such as: social CRM banking and home automation digital marketing best practices relevant customer engagement business development social media best practices.

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GRANCO FCU To Offer Geezeo Powered PFM

February 25, 2014

Geezeo announced today that GRANCO Federal Credit Union will integrate Geezeo’s PFM product into its online banking platform. The Washington state based credit union will be provided with a fully integrated, white label PFM solution, and will benefit from Geezeo’s unique data-driven engagement banking platform.

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Apex Community FCU To Offer Geezeo White-Label PFM

December 2, 2013

WILLIAMSBURG, VA (December 2, 2013) — Geezeo, a leading FinTech firm that offers personal financial management (PFM), and web-based, data-driven marketing platforms to financial institutions, announced today that Apex Community Federal Credit Union will integrate Geezeo’s PFM product into its online banking platform. The Pennsylvania based credit union will be provided with a fully integrated, white label PFM solution, and will benefit from Geezeo’s unique data-driven engagement banking platform. Geezeo is a proven pioneer in enabling financial institutions to deliver relevant messaging from within the online banking environment and beyond.

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