Credit Union & Core Processing

Personal Financial Management (PFM)

Geezeo provides a complete set of Personal Financial Management (PFM) tools so your member can actively manage their finances. The strength of Geezeo starts with its account aggregation, which allows your members to view all of their financial data on one screen, eliminating the need to navigate to multiple websites. Your members will appreciate the convenience of managing their financial relationships in a one-stop environment. Geezeo’s other tools such as budgeting, goal management and cash flow provide instant benefits few other financial institutions provide. Geezeo supports your credit union by positioning you as an enabler and advocate. If you want to improve your member retention and help your members become better stewards of their finances, go to Geezeo more information. Geezeo is reinventing the way your users bank online!

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Increase share of wallet 

With account aggregation, accounts held outside your credit union can be viewed and leveraged. The included Integrated Marketing Platform considers member’s financial profiles, aggregated data and habits to help you present the most relevant solution. Data from more than 10,000 financial institutions can be aggregated.

Expand your market 

Your members will appreciate the convenience of managing their financial relationships in a one-stop environment. Geezeo helps you take the chore out of managing money, while delivering the on-demand tools your member requires. You can engage your online members in a way never before possible.

Increase retention satisfaction

Giving members access to PFM tools such as budgeting, goal management and cash flow provides instant benefits few other financial institutions can provide. Geezeo supports your credit union by positioning you as an enabler and advocate.

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