Mobilearth and Geezeo integrate remote branch tech with PFM

Integrated with Mobilearth’s remote MobiBranch technology, Geezeo’s PFM will help further empower digital users, allowing them more control with a holistic view of their assets, liabilities, cash flow, goals, and budgets — which increases MobiBranch customers’ options within their virtually unlimited reach.

The partnership works with Mobilearth utilizing Geezeo’s API to call in the features and functions of its product to Mobilearth’s Online/Mobile Banking and MobiBranch products. With this integration, credit unions and their employees can access the Geezeo PFM product for a powerful, remote experience. As a result, the technology integration leverages each organization’s expertise to create integrated offerings that empower financial institutions to better compete in the marketplace.

“Both MobiBranch and Geezeo have a common desire to provide credit unions with innovative online financial tools that meet the growing needs of credit union members as it pertains to the financial health of member households,” says Steve Nigri, Vice President Sales Geezeo. “Credit unions must look for additional ways to leverage online banking and digital marketing to have an impact that supports member services and credit union growth. This can be done by leveraging web based, data driven marketing platforms available through Geezeo solutions.”

“We believe this partnership makes perfect sense, bringing what has traditionally been a consumer facing product to the branch employee. It’s what has been needed for a long time,” states Mobilearth CEO Tia Lee. “Having the power of that information while engaging with new and existing members from a tablet is very powerful. Our companies have talked about the traditional interface to OLB/Mobile — which is a no brainer for sure. Providing the power of MobiBranch with Geezeo’s PFM technology, now that’s a great offering.”