Geezeo and Digital Onboarding, Inc. to host webinar event on how FIs onboard, and how onboarding impacts the bottom line

BRAINTREE, MA (October 4, 2017) — Geezeo, a leading FinTech firm that offers integrated, digital financial management and web-based, data-driven marketing platforms to financial institutions, will host an informative webinar by Digital Onboarding, Inc. on how enhanced customer onboarding process’ allow for efficiencies in time and cost.

The free webinar, “Converting in the Red Zone: How to Ensure Every Account Opened Converts into an Active, Profitable Relationship,” takes place on Wednesday, October 18, 2017 from 2:00 p.m. to 3:00 p.m. ET and includes a presentation followed by a question-and-answer session. Ted Brown, CEO of Digital Onboarding, Inc. will discuss the opportunities that lay ahead while providing a first hand demonstration of new capabilities being brought to market.

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.

About Digital Onboarding

Digital Onboarding is the first SaaS platform dedicated to helping bank customers activate their accounts and get the most benefit out of their financial services relationships.  For banks and credit unions, Digital Onboarding provides a fully automated and 100% digital new customer onboarding solution that is more efficient and effective than traditional emails, phone calls, direct mail, and print brochures.


Amy A. Hibbard, Geezeo, Communications Director

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