Geezeo Launches Marketing Division

Geezeo, a diversified FinTech firm that offers online financial management (OFM) tools, personal financial management (PFM) tools, and web-based marketing platforms to financial institutions, announced today the creation the Geezeo Interactive (GI) division.

GI, an extension of Geezeo, will offer services centered on the Geezeo mission of reinventing online banking experiences while leveraging PFM as a tipping point of an engagement banking strategy. Products and services will support a FIs growth and retention strategy, with a particular emphasis on increasing PFM adoption. The organization will also work with clients to bridge the gap between online and offline experiences.

Jim Craig, a financial services marketing executive with more than 20 years of experience will head up GI. Craig has led web-centered marketing efforts for three different credit unions since 1995 and will continue to research, develop and launch innovative products and strategies in his new role at Geezeo. He will also oversee the Geezeo Product Advisory Committee (GPAC). Most recently Craig was VP of Marketing at 1st Advantage Federal Credit Union.

“I am looking forward to working with clients to develop sustainable sales and marketing processes that leverage the large volume of data and interactions that digital channels provide,” said Craig.

“GI has been designed to help clients launch and leverage PFM”, said Bryan Clagett, Geezeo CMO. “Our clients want to differentiate and find new ways to leverage eChannels while also supporting offline delivery channels and brand positioning”.

About Geezeo

Founded in 2006, US-based Geezeo offers an integrated suite of Online Financial Management (OFM) tools and services including Personal Financial Management (PFM) software for banks and credit unions. Geezeo’s unique Engagement Banking platform helps financial institutions develop online customer dialog while generating growth through customer acquisition and increased wallet share. Geezeo presently serves over 85 clients. For more information on the privately held company, visit