Geezeo
Engagement Banking. Online & Offline. | Geezeo.
| Date | Investors | Amount | Round |
|---|---|---|---|
| - | investor | €0.0 | round |
| investor | €0.0 | round | |
$1.1m | Angel | ||
| Total Funding | 000k | ||
Related Content
Geezeo operates as a financial technology firm that provides a white-label digital financial management platform for banks and credit unions. The company was founded in 2006 by Shawn Ward and Peter Glyman and was later acquired by Jack Henry & Associates in July 2019. The acquisition was a strategic move for Jack Henry to integrate Geezeo's solutions into its own digital banking platform and offer them to its extensive client base of financial institutions.
The business model is centered on licensing its personal financial management (PFM) software to financial institutions, which then offer these tools to their retail and business customers under their own brand. This allows the host institution to maintain its brand identity while providing advanced digital banking features. Geezeo serves over 500 banks and credit unions, positioning itself as a critical data partner that processes and enriches billions of transactions to provide actionable insights.
The core of Geezeo's offering is its PFM platform, designed to be seamlessly integrated into a financial institution's existing online and mobile banking environment through an open API. Key features include account aggregation, allowing end-users to view all their external accounts in one dashboard, and tools for budgeting, expense tracking, and goal setting. The platform also provides data analytics for the financial institution, enabling them to understand customer behavior and deliver targeted marketing campaigns and product offerings. By enhancing customer engagement and providing tools for financial wellness, Geezeo helps its clients compete with larger financial institutions and improve customer loyalty.
Keywords: digital financial management, personal financial management (PFM), white-label fintech, banking platform, credit union solutions, data enrichment, transaction data, customer engagement, financial wellness, API integration, account aggregation, budgeting tools, data analytics, Jack Henry, digital banking, bank software, retail banking, business banking, financial data insights