Q2 Partners with Geezeo to Enhance Its Personal Finance Management Platform

Q2 Partners with Geezeo to Enhance Its Personal Finance Management Platform

July 29, 2013

Q2, the leading provider of enterprise solutions for secure virtual banking, announced its partnership with Geezeo, a leading FinTech firm that offers online Personal Finance Management (PFM) to financial institutions.  The partnership allows Q2 to integrate Geezeo’s engagement banking platform to not only provide PFM, but also to enable financial institutions to deliver highly relevant content from within the online banking environment.

“Partnering with Q2 to integrate PFM into its leading ebanking platform will enable hundreds of financial institutions to significantly elevate the customer experience,” said Shawn Ward, CEO of Geezeo. “Both of our organizations share a very closely aligned vision for the future of banking, and together we will continue to enhance the value banks and credit unions can deliver to consumers through the Q2platform and PFM.”

Peoples Bank of Alabama is one of the first Q2 clients to utilize the Geezeo PFM to provide its users with a holistic view of their assets, liabilities, cash flow and budgets while also empowering users to transact at anytime, from anyplace and on any device.

“After evaluating a number of PFM solutions, it was clear that the Geezeo and Q2 partnership offered the most integrated, reliable and customer-friendly PFM solution for ebanking,” said Jim Kinney, CIO of Peoples Bank.  “We see the lines between online banking, mobile and PFM continuing to blur.  Q2 and Geezeo provided an easy and seamless way for our bank to enter into the market.”

Q2’s PFM services help financial institutions gain a competitive advantage in the marketplace by empowering customers and members to best manage their finances. Additionally, the data analysis and marketing capabilities provide comprehensive insight into customers’ purchasing patterns, allowing banks to offer better service, which in turn promotes customer loyalty.

“By uniting with Geezeo, our comprehensive ebanking platform now features the most robust PFM tools available,” said Matt Flake, CEO and President of Q2. “Q2’s partnership with Geezeo enables banks and credit unions to offer their customers and members an easy, convenient way to take control of their finances. At the same time, financial institutions are able to gain invaluable insight to support their customer service goals and even improve retention objectives.”

About Geezeo

Geezeo offers financial institutions an integrated suite of online tools and services including best-in-class Personal Financial Management (PFM). The Geezeo PFM solution is predominantly integrated with a client’s online banking platform, giving their users a holistic view of financial assets, liabilities, cash flow, goals and budgets. Geezeo’s included Engagement Banking platform, offers relevant, data-driven content that helps financial institutions develop online customer dialog while generating growth through acquisition and increased wallet share. Recently Geezeo introduced its API and is bringing PFM data to a variety of retail delivery channels.  In addition to PFM, Geezeo offers Referral Engine, an online referral tool and Financial Advisor (PFA), a lead generation tool powering leads between PFM and a financial institutions investment group. For more information on the privately held company, visit www.geezeo.com.