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

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