Grow your
Deposit and Loan Portfolio
GeeGoals your
Digital Center of Influence.
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Client-Centric Organic Approach: We focus on the Business Client's Success. Unlike traditional lead generation companies focus on appointment setting or driving traffic to your website. We have relationships with the business owners, we serve them, and network with them regularly.
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Set your financial parameters for the clients you wish to receive: Save time, money, and resources on cold calling, and canvassing.
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Reduce business development and client acquisition costs by over 50% and focus on closing.
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Build Trust faster among new potential clients.
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Differentiate your Brand in the Market.
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Risk-Free Partnership: We give you 2 months for free and then a fixed Annual fee. No long-term contracts or drama.
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Be part of a network of bankers and lenders looking to connect with pre-vetted small businesses looking for deposit and lending relationships in real-time while elevating their Presence in their communities.
Why Personalized Banking
is the Future of Small Business Growth.
Increase your Revenue and Online Presence while Reducing Costs.
01.
No Development or Implementation Costs on your end.
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Cross Sell and Upsell your Products and Services
03.
No Data Transfer or Sharing inside the platform.
04.
Reduce over 50% Client Acquisition Cost
05.
More valuable than Le-Tip, BNI, or any Chamber of Commerce.
Sign up Now to receive:
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Quality Leads
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Reduce Customer Acquisition Costs
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Grow your Client's Portfolio
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Who are the founders of GeeGoalsThe initial idea was from Yosmel Gutierrez, and he started working on the concept back in 2019 , at the time, he and his friend Mike, were putting the idea together but nothing solid, eventually he started doing market research with Eli Rodriguez a Branch Manager from Banc of California, and later in 2022 , Yosmel put together a team of friends to help him. Ursula Cuda, Miguel Gutierrez, Eli Rodriguez, Galen Criscione, and Vanessa Quiroz, due to lack of traction and lack of start-up experience in the group. The team started disintegrating little by little, but in 2024 Yosmel turn the company around by adding a more technical people in the team. Dinesh Arora and George Lugo came to help with the software development, and in November 2024 the platform was launched, grew 10% week over week and were able to secure over $100k from JP Morgan Chase.