Magazine article ABA Bank Marketing

ABA Endorses Geezeo's Personal Financial Management Platform

Magazine article ABA Bank Marketing

ABA Endorses Geezeo's Personal Financial Management Platform

Article excerpt

ABA, THROUGH ITS SUBSIDIARY THE CORPORATION FOR AMERICAN BANKING, has endorsed the Personal Financial Management (PFM) and Business Financial Management digital platforms of Geezeo, a provider of customer engagement solutions.

This endorsement establishes the Geezeo platform as the PFM solution of choice for ABA members.

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.

"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."

Below is a summary of the various Geezeo products:

* Personal Financial Management. Geezeo's white label PFM solution is an integrated, online budgeting tool. The tools give a bank's customers on-demand online access to budgeting, cash flow, alerts and financial goal setting. It also aggregates a bank customer's financial data, allowing a customer to monitor spending habits and financial goals. This thereby enables financial institutions to provide seamlessly integrated and branded financial management tools for their customers while taking the online banking experience to a level beyond omnichannel delivery.

By integrating PFM into online banking platforms, customers are able to create and monitor budgets and financial goals, plan for the future with a digital cash flow calendar, all while managing everyday expenses and alerts in real time. …

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