Geezeo Custom Development helps Fintech partners create unique customer experiences

Revised REST API and .NET Software Development Kits introduced

BRAINTREE, MA (September 21, 2015) — Geezeo, a fintech company that helps an estimated 400 banks and credit unions better engage customers through digital channels, has rolled out its new API site and introduced its revised REST API and .NET Software Development Kits (SDK). All is designed to make the financial management experience easier for consumers, while enabling Geezeo partners to do more with personal financial management (PFM) data and core product functionality.

“Our partners are very interested in deeper integration, but are often pinned against a wall with time and resources,” said Aaron Junod, Geezeo Product Head.  “Our .NET SDK was developed to reduce the time and complexity of integrating with Geezeo’s platform. We do the heavy lifting so a partner’s technology team can focus on integrating value, not our platform.”

The Geezeo REST API provides a method of read and partial write access to PFM data. This API is for Partner use only, and is not designed or intended for use by the end user. In addition, security is limited to a Partner-wide access token, available through the Geezeo partner administration team. The updated API docs can be found at

Improvements include:

  • Completely searchable
  • Sample code in Ruby and Curl for all API calls
  • Sample data for all API calls
  • Ability to deep link to specific sections
  • Now includes SAX endpoint documentation

The Geezeo .NET SDK accelerates financial institutions integrating the Geezeo platform API’s into their .NET solutions. The Geezeo SDK covers the entire platform except aggregation.

The SDK, available at provides the following benefits:

  • Designed to drastically accelerate integrating with the Geezeo platform.
  • Simple NuGet package installation into existing .net projects.
  • IntelliSense support for all of Geezeo’s API calls.
  • Includes built in transformations of data to simplify building UI applications.
  • Single line of code to get or change most Geezeo API data.
  • Future proof PAI implementation, SDK updates will absorb most platform changes.

“Our mission is to consistently innovate for our clients and partners, and stay engaged with them,” said Bryan Clagett, Geezeo CMO. “We have built our product platform on the foundation of robust, proven technology, and firmly believe that we can further unlock the potential of our platform by partnering with other innovators that seek to help the financial services industry thrive.”

About Geezeo

Geezeo is a financial technology (Fintech) firm that enhances the digital banking experience via its white label retail and business digital financial management solutions. Almost 500  financial institutions leverage Geezeo’s integrated and unified personal financial management (PFM) solution. Purposely integrated within a financial institution’s online banking and mobile platforms, Geezeo helps empowers consumers and businesses to gain more financial control, better manage daily and long-term finances and reduce banking friction. To help financial institutions drive the digital shift, Geezeo leverages data within its Engagement Banking Marketing Platform resulting in relevant, data-driven content facilitating interaction between the FI and the online user.


Amy A. Hibbard, Geezeo, Communications Director

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