Press Release, 25 June 2015

Backbase partners with Geezeo for PFM

Backbase, the digital banking platform provider, has partnered with personal financial management (PFM) solutions provider Geezeo, an agreement that adds the Connecticut-based private company to the Backbase Open Banking Marketplace.

Geezeo offers an integrated suite of personal financial management (PFM) tools for financial institutions. Geezeo PFM helps further empower digital users, giving them more control and a holistic view of their assets, liabilities, cash flow, goals and budgets. These added features and functions help assist the FI as they work to expand their share of wallet with their customers.

The partnership will enable Backbase’s customers to leverage the Geezeo PFM features and benefits, which will tightly integrate via an API directly into Backbase DBP, its award-winning omni-channel digital banking platform. Customers will now have the option to add Geezeo through the Open Banking Marketplace to Backbase DBP, giving them more flexibility with their digital banking solutions.

“We can integrate seamlessly in any online and mobile environment, always allowing the host FI the ability to own their PFM brand,” said Shawn Ward, CEO of Geezeo. “Backbase delivers a beautiful digital banking solution that focuses heavily on the customer experience and omni-channel delivery. By adding our PFM capabilities in this mix, we can offer a direct upgrade to most FIs’ current digital experiences.”

About Geezeo

Geezeo is a privately-held digital financial management solutions provider for more than 350 financial institutions. The company was founded in 2006 and is based in Connecticut, US. Learn more about Geezeo at www.geezeo.com