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

Share This Article