Geezeo introduces business focused white label financial management solution

NEW YORK, NY (September 24, 2014) — Geezeo, a leading FinTech firm that offers integrated digital financial management and web-based, data-driven marketing platforms to financial institutions, today announced the introduction of TruBiz, a white label business financial management solution. The product was showcased today at Finovate Fall, in Manhattan.
Small business represents a critical market for banks and credit unions. The Geezeo solution is a white label business financial management tool that helps financial institutions enhance their market position within the competitive small and middle market business segments. At the same time, it provides a valuable tool that businesses demand. Complementing an FIs online banking offer, the Geezeo solution provides robust online financial management to business banking clients, while offering both the business customer and the FI, predictive insight and capability beyond the expected. The solution is designed to bridge the gap between personal financial management and complex commercial cash management products.
In short, the Geezeo TruBiz platform helps small and midsize businesses better manage their cash flow, allowing them to do more, in less time.  A financial institution can tightly couple TruBiz within online and mobile banking, offering business owners a real time look at their short term and long term forecasted cash balances, receivables and spending patterns.  Additionally, banks and credit unions will be able to provide unparalleled support and services to their bank customers by offering real time product offers geared towards helping customers with their unique financial challenges.  A 2013 JD Power study showed overall satisfaction among small business banking customers has decreased by 9 points, as new non-banks have entered the space. Providing small business more control and access across all channels, as become an imperative for the banking community.
“We’re leveraging what we have learned from our white label consumer PFM product and building off our two years of API experience,” said Shawn Ward, Geezeo’s CEO. “Just like our consumer PFM API, clients and partners will be able to create custom user experiences or completely roll out their own business solution. This is not a QuickBooks replacement, but rather one that integrates with other leading solutions like QuickBooks or Freshbooks.”
About Geezeo
Geezeo offers more than 310 credit unions and banks an integrated suite of online tools and services including its proven white-label Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated with a credit union or bank online banking platform, giving their users a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo’s included Engagement Banking platform, offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. For more information on the privately held company, visit

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