FinovateFall 2014 / Geezeo

Presenter Profile:

How they describe themselves: Founded in 2006, Geezeo is a leading Personal Financial Management (PFM) solutions provider for financial institutions. We help banks and credit unions engage their base, leverage data, reach new market segments, and increase wallet share though our PFM solution and integrated Engagement Banking Marketing Platform. Our API takes this a step further, and allows best-in-class service providers to leverage the features and benefits of PFM via just about any channel. We’re excited to take what we learned from the consumer PFM market and apply our knowledge in a way that FIs can better support the needs of small and mid-size businesses.

How they describe their product/innovation: 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.

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.


Bus. Dev.: Pete Glyman, President, 866-876-3654
Press: Bryan Clagett, CMO, 757-243-3453
Sales: Steve Nigri, VP, 866-876-3654

More Videos: FinovateFall 2014