Jack Henry & Associates partners with Geezeo to introduce JHA Online Financial Management

Platform supports consumers’ financial health, empowers institutions with insights and actionable data

MONETT, MO (March 14, 2017) — Jack Henry & Associates, Inc.® (NASDAQ:JKHY) is a leading provider of technology solutions and payment processing services primarily for the financial services industry. Today the company announced the availability of JHA Online Financial ManagementSM, powered by Geezeo®.

JHA Online Financial Management is delivered as a seamless extension of financial institution websites and empowers consumers to better manage their financial health from a holistic perspective. The ability to integrate transaction data from Jack Henry & Associates’ core systems and NetTeller® Online Banking™ using the Geezeo platform provides consumers with a data rich experience that includes sophisticated transaction categorization, budgeting, alerts, and cash flow calendars. Mobile integrations with goDough® and Banno solutions are scheduled for later this year.

Randy Woodson, chief banking officer at Washington, N.C.-based First South Bank, shared, “Our goal is to be at the center of our customers’ financial journey. This partnership brings our digital experience to an entirely new level, one that competes with even the largest banks. It enables us to honor our commitment as a true community bank that builds trusted and personalized relationships, demonstrating that we know and understand our customers through their digital experience just as well now as we did face-to-face in the branch decades ago. With JHA Online Financial Management, we can engage in the micro-moments of their everyday lives, the small pieces of banking that lead up to major financial decisions that meet their life goals.”

Chris Schell, senior vice president of marketing at Madison, Wisc.-based Summit Credit Union, commented, “Banking is not about transactions, it’s about helping members succeed financially and reach their goals. The partnership between Jack Henry & Associates and Geezeo provides us with a more convenient, insightful and comprehensive perspective for members to assess their finances and improve their incremental progress. In turn, this increases our credit union’s value proposition and solidifies our commitment to offering the best member service.”

JHA Online Financial Management’s marketing platform compiles the financial and behavioral data banks and credit unions need to generate accurate consumer insights and highly targeted promotional offers that can increase wallet share. Financial institutions also benefit from free marketing support and programs designed to drive user adoption.

Shawn Ward, CEO of Geezeo added, “Financial institutions need online financial management to compete in a digital world to keep their best customers engaged. Consumers are gravitating toward such personal and sophisticated services, often as a means to improve their financial status, which translates to an opportunity for institutions to offer more relevant products. Digital advances like OFM position institutions to compete more effectively and maximize an emerging, long-term growth trajectory.

David Foss, president and CEO of Jack Henry & Associates, explained, “The integration between digital banking, core data, and financial management tools is a critical part of today’s user experience. Beyond being a digital differentiator, this enables financial institutions to create a nurturing environment where they can have more of an impact on consumers’ financial health. JHA Online Financial Management is an example of our continued commitment to modern, dynamic technology that is helping to shape the new business of banking.”

About Jack Henry & Associates Inc

Jack HenryTM (Nasdaq: JKHY) is a well-rounded financial technology company that strengthens connections between financial institutions and the people and businesses they serve. We are a S&P 500 company that prioritizes openness, collaboration, and user centricity – offering banks and credit unions a vibrant ecosystem of internally developed modern capabilities as well as the ability to integrate with leading fintechs. For more than 47 years, Jack Henry has provided technology solutions to enable clients to innovate faster, strategically differentiate, and successfully compete while serving the evolving needs of their accountholders. We empower approximately 7,500 clients with people-inspired innovation, personal service, and insight-driven solutions that help reduce the barriers to financial health. Additional information is available at

About Geezeo

Geezeo is a financial technology firm that enhances the digital banking experience via its white label consumer and business digital financial management solutions. Geezeo platform solutions are thoughtfully integrated within over 400 financial institution’s online banking environments, empowering consumers and businesses to gain more financial control and reduce typical banking friction. To help financial institutions drive the digital shift, Geezeo incorporates its data driven Engagement Banking Marketing Platform which provides contextual content, facilitating interaction between the FI and the online user. Geezeo further supports financial institutions through its API which supports IoT, Artificial Intelligence (AI) and machine learning and offers comprehensive digital marketing services via their digital marketing arm, Geezeo Interactive.


Samantha Wheeler
Account Associate
William Mills Agency
C (205) 789-8136

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