13 February 2016

Geezeo revamps mobile PFM app

14 May 2014  |  1573 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. 

Comments: (0)

Comment on this story (membership required)
Log in to receive notifications when someone posts a comment

Related blogs

Create a blog about this story (membership required)

Related company news

 

Top topics

Most viewed Most shared
UK sets out open banking API frameworkUK sets out open banking API framework
15487 views comments | 100 tweets | 89 linkedin
Deutsche Bank calls for co-operation with fintech firms on B2B servicesDeutsche Bank calls for co-operation with...
8450 views comments | 28 tweets | 30 linkedin
How to accelerate your fintech startupHow to accelerate your fintech startup
8072 views comments | 34 tweets | 9 linkedin
Is Paym a failure?Is Paym a failure?
6839 views 16 comments | 23 tweets | 16 linkedin
Visa issues API to offer consumer control over card transactionsVisa issues API to offer consumer control...
6310 views comments | 17 tweets | 28 linkedin

Featured job

£100,000 basic, £180,000 OTE + Benefits
London

Find your next job