“In with the new” for fans of Geezeo’s personal finance management solutions.
The company announced today that it has leveraged HTML5 to redesign its mobile PFM app. The new design ensures that the company’s white-label PFM solution remains simple and easy to navigate, as well as being optimized for both iPhone and Android.
In addition to the redesign, the mobile PFM app now comes with Rapid Tagger. This feature allows users to tag transactions, gamifying the process of managing money, helping instill positive financial habits, and creating higher user engagement with the technology.
Integration into existing mobile banking platforms is one of the factors that sets Geezeo apart from its PFM peers. Said Geezeo CEO, Shawn Ward, “just like online banking, we strongly believe that PFM needs to be integrated into the existing mobile banking platform.”
“We offer clients flexibility because we can handle the product build or a client can roll their own.”
This approach has helped Geezeo win over a number of credit unions in the past year. We reported on an agreement with GRANCO FCU in January, deals with West – Aircomm FCU and Apex Community FCU last December, and new relationships with three different credit unions last fall.
Some of the features of Geezeo’s mobile PFM app are:
- Cash flow calendar
- Budgeted spending targets
- Savings goals
- Net worth tracker
- Custom alerts
- Account aggregation
- Transaction tagging/categorization
Geezeo was last on the Finovate stage in 2010, demoing its Enterprise Marketing Platform as part of the Fall conference in New York. See video of the presentation here.