04 July 2015

Geezeo revamps mobile PFM app

14 May 2014  |  1341 views  |  0 Source: Geezeo

Geezeo, a company that helps hundreds of banks and credit unions better engage customers through digital channels, today introduced a completely redesigned Geezeo mobile PFM app built on HTML5.

Featuring a fresh approach and improved functionality, the new app delivers PFM content and features that are just a swipe away. The new design is one of the simplest and most powerful white-label Personal Financial Management (PFM) experiences optimized for iPhone, Android or a modern mobile browser.

Most other PFM applications are currently being offered as a 3rd party application, requiring separate login access. The Geezeo Mobile PFM application was developed to integrate with a financial institutions existing mobile banking solution. Key features and functionality includes:

• Cash Flow Calendar
• Budgeted Spending Targets
• Savings Goals
• Net Worth Tracker
• Custom Alerts
• Account Aggregation
• Transaction Tagging/Categorization

"Just like online banking, we strongly believe that PFM needs to be integrated into the existing mobile banking platform," said Shawn Ward, Geezeo CEO. "This was a great project for us and our mobile application was built entirely using our PFM Product API. We offer clients flexibility because we can handle the product build or a client can roll their own," he added.

The first Geezeo client to introduce the application was Central Bancompany. The Missouri headquartered bank holding company wanted a robust app that brings all online functionality to a native, mobile environment. More and more financial institutions recognize that mobile apps should not be narrow focused, slimed down versions of their web counterparts. 

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