Braintree, Mass.-based personal financial management provider Geezeo announced Monday it will power PFM for BankMobile, a digital-only division of Customers Bank in Wyomissing, Penn.
According to its website, BankMobile was launched in 2014, features no fees on checking and savings accounts, including overdraft protection, and is available exclusively on mobile and tablet devices. BankMobile also allows customers to use STAR network ATMs without a fee.
Geezeo offers almost 400 credit unions and banks an integrated suite of online financial management tools and services including its white-labeled PFM solution.
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"We strongly believe that PFM needs to be integrated into every mobile banking execution," Geezeo CEO Shawn Ward said.
Geezeo's BankMobile's PFM deal will include comprehensive aggregation with an approximate 15,000 financial institutions worldwide, cash flow analysis and analytics, a third generation transactional categorization engine and reporting capability, spend management and analysis, integrated intuitive offer engine, bilateral capability offering engagement at any touch point and user customizable SMS, email and in-app alert platforms.
The Geezeo PFM solution integrates within a financial institution's online banking platform, giving users a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo's Engagement Banking platform offers data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share.
In June, Geezeo announced a partnership with Netherlands-based digital banking platform provider Backbase, an agreement that adds the PFM company to the Backbase Open Banking Marketplace.
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Roy Urrico
Roy W. Urrico specializes in articles about financial technology and services for Credit Union Times, as well as ghostwriting, copywriting, and case studies. Also: writer/editor of a semi-annual newsletter for Association for Financial Technology since 1997 and history projects funded by the U.S Interior Department, National Park Service and Warren County (N.Y.).
