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New Geezeo campaign helps credit unions and members live up to financial resolutions

BRAINTREE, MA (December 12, 2017) — Geezeo, a leader in white label digital financial management solutions for financial institutions, is offering credit union clients a new no-cost marketing campaign that focuses on goal setting. The campaign kicks off on January 1, 2018, and centers around how Geezeo’s client digital banking users can use Geezeo’s white label Personal Financial Management (PFM) platform to set goals for their financial future.

“Each quarter we offer a unique campaign designed specifically to help our clients promote their PFM. Past campaigns around the new year focused on how customers could make financial resolutions,” said Trae Turner, Geezeo’s Adoption Marketing Manager. “This time we decided to focus on how financial institutions are making a resolution to help the consumer succeed in their financial efforts – a very important message for Millennials and Gen Xers.”

Starting in 2018, Geezeo is introducing a new video series as a way to help campaign participants get the most out of their PFM. The series includes 5 videos that illustrate simple ways credit unions can use the power of the digital world in their marketing efforts. It will replace the webinars Geezeo produced in the past, making it more convenient for clients to access on their own time. The video series includes digital strategy tips that Financial Institutions (FIs) can implement to boost their customers’ PFM engagement.

“We receive a lot of requests for recordings of our live marketing webinars, so we’re transforming that experience into a more-accessible format of short videos, full of examples and advice for best practices,” Turner explained. “Ultimately we want to show how easy it can be to follow inspiration from a digital-marketing power-house like Amazon, to deliver a personal experience to your customers and members.”


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.

Contacts

Amy A. Hibbard, Geezeo, Communications Director
757-870-0626

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