This post is part of our live coverage of FinovateFall 2014.
Geezeo debuted TruBusiness, a white-label financial management tool for businesses:
“Small and middle market businesses represent critical markets for FIs. TruBusiness is a white label business financial management tool that helps FIs better engage the market. At the same time, the tool offers robust online financial management to business banking clients, offering business customers and FIs predictive insight and capability beyond the expected.”
Presenting: Shawn Ward, CEO and Peter Glyman, President
Product Launch: November 2014
Metrics: Geezeo, a rapidly growing, established FinTech firm, is privately held, has 30 employees, and over 300 financial institutions as clients.
Product distribution strategy: Like all Geezeo products, we expect our business financial management solution will be offered to financial institutions directly and via channel partners through other fintech companies with a keen interest in the small to mid-size business banking market.