Geezeo’s First Annual Client Conference, The Boston G Party: Revolutionizing The Digital Experience, to be held at Boston’s Fenway Park, May 5th & 6th

TOLLAND, CT (April 1, 2015) — Geezeo, a fintech company that helps more than 350 financial institutions better engage consumers through it’s digital advisory platforms, today announced the date of it’s first client conference. “The Boston G Party: Revolutionizing The Digital Experience” will be held May 5-6, at Fenway Park in Boston, MA. The premier, two-day event will define the impact and importance of digital in the retail banking industry and why it’s an imperative to driving the overall banking experience. Registration for Geezeo clients is open at:

Geezeo experts will lead attendees through success stories, best practice sessions and hands-on workshops. Keynotes will be made by Ron Shevlin, senior analyst at Aite Group, Cam Brown, Founder & CEO of Kingfish Media and Ed Davis, the former Boston Police Commissioner who gained national attention in the wake of the Boston Marathon bombings, as he successfully oversaw one of the largest manhunts in Boston history.

Attendees will also learn about the leading business drivers influencing the retail banking industry today and how PFM and related technology is evolving towards digital platforms that drive a bidirectional 360-degree consumer experience. The event will cover:

  • Innovation: We’ll cover how Geezeo products are evolving and how a shared vision can propel retail banking going forward.
  • Industry: Retail bankers are manufacturing experiences in an ever-complex retail banking industry. New players, new challenges, new approaches, all will be covered.
  • Engagement: Technology combined with current distribution networks should create value as the banking industry evolves internal and external user experiences. “Digital Banking” is not new, and it is not a sole point of differentiation now or in the future.

About Geezeo

Geezeo offers more than 350 credit unions and banks an integrated suite of online tools and services including its proven Personal Financial Management (PFM) solution. The Geezeo PFM solution is thoughtfully integrated within a financial institutions online banking platform, giving 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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