Backbase Partners with Geezeo for PFM

Geezeo's White Label PFM Solution will now be available in Backbase’s Open Banking Marketplace

25 JUNE 2015, ATLANTA, USA
Summary
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

About Backbase

Backbase is a software company that creates products such as Backbase CXP and Backbase DBP, each designed to help financial institutions organize, create, and manage customer experiences across all channels, and on any device. Our mission is to help organizations transition smoothly into truly customer-centric businesses by adopting an outside-in approach, pleasing customers while delivering measurable business results. We believe that customer experience management is essential for gaining a competitive edge in the financial sector, helping organizations stand out from the crowd, while growing their business in the process.

Quotes
"We can integrate seamlessly in any online and mobile environment, always allowing the host FI the ability to own their PFM brand. 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." Shawn Ward, CEO of Geezeo
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About Backbase

Backbase is a fast growing fintech software provider that empowers financial institutions to accelerate their digital transformation and effectively compete in a digital-first world.

We are the creators of the Backbase Omni-Channel Banking Platform, a state-of-the-art digital banking software solution that unifies data and functionality from traditional core systems and new fintech players into a seamless digital customer experience. We give financials the speed and flexibility to create and manage seamless customer experiences across any device, and deliver measurable business results. We believe that superior digital experiences are essential to stay relevant, and our software enables financials to rapidly grow their digital business.

More than 80 large financials around the world have standardized on the Backbase platform to streamline their digital self-service and online sales operations across all digital touchpoints. Our customer base includes Al Rajhi Bank, ABN AMRO, Barclays, CheBanca!, Credit Suisse, Fidelity, Hapoalim, HDFC, Hiscox, ING, KeyBank, Legal & General, NBAD, OTP, PZU, PostFinance, Societe Generale de Banque au Liban and Westpac.

Industry analysts Gartner, Forrester and Ovum recognize Backbase as an industry leader in terms of omni-channel banking platform capabilities, and award the company high marks for its deep focus on customer experience management and unparalleled speed of implementation. Forrester named us a leader in the Forrester Wave for Omni-Channel Banking.

Backbase was founded in 2003, is privately funded, with headquarters in Amsterdam (HQ Global) and Atlanta (HQ Americas) and regional operations in London, Mumbai and Singapore.

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