Geezeo offers No-Cost marketing support to help credit unions build advocacy in the new year

BRAINTREE, MA (December 18, 2018) — Geezeo, a leader in Fintech and data-driven solutions for financial institutions, is working with community banks and credit unions to help them enhance their position as advocates, to help consumers gain more financial control in 2019 and beyond.

Geezeo is currently offering no-cost turn-key marketing materials to clients and, in this season of giving, non-clients as well. Both support credit union efforts to build positions of advocacy.

A recent survey from Principal released in November explores the Consumer Holiday Spending & 2019 Outlook across 3 generations of consumers – baby boomers, GenXers, millennials. The survey found that Americans’ top five money-related resolutions for 2019 are to:

  • Save more each month
  • Reduce spending each month
  • Pay off credit card debt
  • Build an emergency fund
  • Save more for retirement

Credit unions can help members with these resolutions. The new year is an ideal time for credit unions to increase member engagement, reminding them that the solutions they offer support financial well-being.

Geezeo is providing no-cost marketing campaigns and materials for its clients that encourage users to leverage the goal setting function of the Geezeo Personal Financial Management (PFM) platform. Goal setting helps members establish a goal, set targets and track progress while at the same time, providing the credit union insight into member needs. This helps credit unions provide a more relevant and meaningful engagement and an enriched customer experience.

This year, Geezeo is extending it’s no-cost marketing materials to non-clients, to help them promote their ability to help members reach their financial goals.

The client campaign can be found at  and the non-PFM focused campaign, available to any credit union can be found at

“Credit unions can do so much more to assure they are offering solutions that empower financial wellness and success,” said Bryan Clagett, Chief Marketing Officer of Geezeo. “Advocacy cannot simply be preached; it must be demonstrated via the products and solutions that credit unions bring to market. And while technology plays a tremendous role, banks and credit unions need to better leverage human capital, to engage consumers in more meaningful ways that demonstrate they understand the financial stress so many households face.”

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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