21 January 2018
visit www.ebaday.com

Geezeo revamps mobile PFM app

14 May 2014  |  1919 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)

Related company news

 

Related blogs

Create a blog about this story (membership required)
visit www.vasco.comvisit www.niceactimize.comvisit www.ebaday.com

Top topics

Most viewed Most shared
Europe begins Open Banking era in subdued styleEurope begins Open Banking era in subdued...
12679 views comments | 33 tweets | 38 linkedin
BofA leads on blockchain patentsBofA leads on blockchain patents
8053 views comments | 12 tweets | 12 linkedin
Standard Chartered establishes fintech innovation and investment unitStandard Chartered establishes fintech inn...
7910 views comments | 14 tweets | 14 linkedin
hands typing furiouslyFintech Adoption is About People, Not Tech
6997 views 1 | 6 tweets | 2 linkedin

Featured job

Competitive base + commission
London, UK

Find your next job