Geezeo

Category: PFM

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.

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