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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