Sapient and Geezeo, a diversified Internet banking provider, today announced the partnership of both companies to help retail financial organizations increase their digital offerings to build and foster a stronger community in today’s multi-channel world. The partnership combines Geezeo’s best-of-breed banking products for personal financial management and social media with Sapient’s expertise in creating and implementing multi-channel digital marketing and commerce solutions that deliver immersive, profitable customer experiences.
Alex Sion, vice president of digital strategy, Financial Services for Sapient said: “We are excited to bring something truly unique to the market that will help to deepen customer relationships and scale to attract many new ones. Small to medium-sized financial institutions have, for the first time, an opportunity to leverage the latest interactive technologies and digital marketing channels to not only compete with but leapfrog larger competitors.”
Shawn Ward, Geezeo CEO said: "Social media should be integrated into financial institutions’ websites and online banking platforms - not treated in a silo. By joining forces with Sapient, we can help these firms to leverage a rich data environment to build relevant online dialog with their customers which is, quite frankly, a necessity as banks and credit unions work to rebuild trust with the American consumer.”
Clients of the partnership will have access to an affordable and sophisticated end-to-end marketing platform that evaluates a customer’s activity history, profile information, personal financial management goals, and social network activities to provide personalized, value-added messaging that can be delivered across multiple channels, including online and mobile. Moreover, the marketing platform let firms to place and serve ads, generate emails and alerts, and monitor and measure the effectiveness of each customer interaction – without requiring additional in-house marketing or digital expertise.
Margaret Wold, vice president of marketing at Stanford Federal Credit Union said: “Geezeo’s personal financial management solution provides our members with the convenience of account aggregation. I am really excited about the data we’ll be able to leverage as we look to enhance our member experience.”
Sapient has partnered with several regional banks on their digital initiatives, including KeyBank, Union Bank, and Webster Bank.
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