Geezeo provides clients with no-cost new year campaign to engage consumers and build advocacy

BRAINTREE, MA (December 14, 2015) — This year more Americans will make financial resolutions leading to many new financial goals being set. According to a study by Fidelity, the number of Americans considering a financial resolution for 2016 increased significantly to 37%, compared to 31% in 2015. The study also found that 54% of respondents will make a financial goal to save more, while 19% want to spend less in 2016.

Geezeo, a leading FinTech firm that offers integrated digital financial management and web-based, data-driven marketing platforms to financial institutions (FIs), is offering clients a no-cost, no-obligation marketing campaign, centered on successful financial goal setting through spending less and saving more. Each quarter Geezeo offers a unique campaign designed specifically to help clients promote their Personal Financial Management (PFM) product. The 2016 first quarter campaign will focus on the savings goal feature of PFM. Geezeo provides different materials and prizes tailored to a specific task consumers can perform within the product. The company has been offering no-cost PFM related marketing support since 2010, and has since strived to help clients bring advocacy to life.

“What consumers need this time of year, is encouragement from their financial institution,” says Jim Craig, Vice President Consulting Services, Geezeo. “The ones that step up with help at this time of year, create member engagement that has staying power and builds on a position of advocacy.”

The “Spend Less Save More” campaign includes:

HTML formatted email template with banner image
Four different sized web artwork
Stuffer and post card art
Facebook post artwork
Website landing page copy, to tie it all together.

The campaign kicks off on January 1, 2016 and runs through February 29, 2016. Throughout the campaign, Geezeo will provide budgeting tips and money management advice via Twitter, using #SLSM16 as a hashtag.


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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