Geezeo Team Blog

The official feed from the people behind Geezeo

Follow our blog for development updates, feature announcements, buzz and our thoughts on finance, community, marketing and technology.

Jan 17 2010

Join our team! Looking for a Sales/Executive Support Associate to join our team in Tolland, CT

At Geezeo we see the worlds of finance, community, marketing, and technology continuing to meld, thus creating numerous exciting opportunities for financial organizations. Geezeo sits comfortably in the intersection of these opportunities, by providing experience, creativity, and technological expertise.

As a Sales Support Associate you will work directly with the sales and executive management team to ensure we are both efficient and effective in our sales efforts.

Responsibilities:

-Support the sales process (reports, research, communication)

-Develop sales opportunities through effective marketing

-Leverage social sites like Twitter and Facebook to create opportunities. We do a ton of our engagements with clients and potential clients through social sites.

-Working with clients

-Writing proposals, creating presentations

-Coordinating efforts with PR & Marketing

-Organizing trade shows and events

Skills and Experience (Required):

-Strong verbal communication skills

-Highly motivated ability to work with limited daily management

-Ability to take on additional responsibilities not listed (we all pitch in where we need to)

-Good computer (ideally mac), applications & web skills

Additional experience with any of the following is a plus:

-Enjoy using social sites like LinkedIn, Facebook and Twitter

-Mac user (we’re a mac using company)

We’re a small company, so our daily culture is all about collaboration. We work smart, we work hard and we have a lot of fun. Our success can be directly contributed to the people that make up the Geezeo team. Every new member of our team is selected with care. If you desire to make a difference, are committed to bringing the highest quality of service to our clients and sales team, and are looking for a “once in a lifetime” opportunity, please contact us today!

Please follow the below instructions for consideration:

-Send email to salesjobs@geezeo.com

-Put “Sales Support Associate” into the Subject line

-Include a one paragraph explanation on why you would like to work for Geezeo

-Paste the body of your resume into your email (All emails with attachments will be deleted)

-Include your salary requirements

-Link to LInkedIn profile (if avail)

Geezeo is a privately held company based out of Tolland, CT and Quincy, MA. This position is based out of the Tolland, CT office.

Nov 20 2009
Oct 15 2009
Shawn and Nicole at Dupont Fibers FCU in front of the spooky Halloween tree

Shawn and Nicole at Dupont Fibers FCU in front of the spooky Halloween tree

Sep 22 2009

ABA study shows online banking growth

A new survey by the American Bankers Association shows that for the first time, more bank customers (25 percent) prefer to do their banking online compared to any other method.

aba study results

Link to full release

Sep 18 2009
At the Red Sox shrine at 1st Advantage FCU. So much love in Virginia

At the Red Sox shrine at 1st Advantage FCU. So much love in Virginia

In front of the idude ride at Call FCU. Left to right, Kelley Parks, Bryan Clagett, Shawn Ward, Peter Glyman

In front of the idude ride at Call FCU. Left to right, Kelley Parks, Bryan Clagett, Shawn Ward, Peter Glyman

Sep 8 2009

Geezeo Hires Bryan Clagett as Chief Marketing Officer

CONTACT: Sarah Wroble

Media contact for Geezeo

678-781-7236

Geezeo Hires Bryan Clagett as Chief Marketing Officer

- Industry veteran to tackle global sales outreach; new business development -

HARTFORD, Conn., Sept. 8, 2009 – Geezeo (www.geezeo.com), a provider of a white-label, online personal financial management and social networking system to community financial institutions, named Bryan Clagett as chief marketing officer to drive Geezeo’s global marketing and sales efforts.

Prior to joining Geezeo, Clagett was the executive vice president of client development at a Hampton,Va.-based marketing communications firm that supports the brand communication needs of financial institutions. Before this, Clagett worked as vice president of marketing and e-commerce for a New Jersey federal credit union for eight years, where he served on the executive leadership team, served on the Digital Insight’s Advisory Board and served on the Credit Union Executive Society (CUES).

Before his entry into the credit union industry, Clagett worked in marketing and product management for a Princeton, N.J.-based bank, where he directed the organization’s retail banking sales incentive program and managed deposit-based product development.

“Bryan’s marketing expertise and financial background helps establish Geezeo as a leading software services provider in the financial services industry,” said Peter Glyman, co-founder of Geezeo.

Clagett earned a bachelor’s degree in marketing from Henniker, N.H.-based New England College.

About Geezeo

Founded in 2006, Hartford, Conn.-based Geezeo provides an online personal financial management system and social networking community to consumers. The company’s online platform is also available in a white-label version for community banks and credit unions to complement their online banking offerings. For more information on the privately held company, visit www.geezeo.com.

Sep 2 2009
Sep 1 2009
Aug 31 2009

Had a great time last week joining the team over at Continuity Engine. I got to be a guest on the hit online tv show ControlTV.

James and Sonya were a lot of fun to hang with. We talked about how Personal Finance Management (PFM) can help Credit Unions and Banks get closer to their members/customers. A major theme was how integrating these tools into their online banking experience can keep members/customer from using 3rd party PFM’s that could jeopardize and commoditize their relationship.

Continuity Engine is an awesome new start up, founded by veteran entrepreneur Andy Greenawalt. Continuity is kind of like the Apple App Store for FI Compliance Policies and Procedures. Service/software providers like Geezeo can create compliance documents that can be made available through Continuity Engine as Action Packs making it simple for FIs to stay in compliance. Very cool stuff.

It’s seems that Connecticut is becoming a little hot bed for FinTech companies….that’s awesome.

Oh by the way…here’s a nice pic I got of Sonya and Jim. Apparently beer is ceremonial following every filiming of ControlTv. I knew I liked these guys!

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