Face-to-face season is about to start...

Posted by Felipe Gil on Feb 19, 2020 3:15:19 PM

We’re about to kick off our 2020 conference season!

Our favorite thing about industry events is having the chance to meet with our clients and partners, face-to-face.

If you are headed to one of these conferences we would love to link up in person with you and your company, so please don’t hesitate to connect!

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Topics: Ominchannel Marketing, Marketing Automation, Prisma Campaigns, Digital marketing Campaign, Credit Unions, digital marketing in FIs, Agile Marketing

A New Framework for Personalization ROI for Financial Institutions

Posted by Clara Hori on Feb 13, 2020 7:15:00 AM

In the year 2020, it’s no longer controversial to say that personalization significantly boosts ROI on marketing spend. Recent research by the Relevancy Group shows that marketers who master personalization tactics see a return of $20 for each dollar spent on personalized campaigns.

While those statistics are compelling, proving marketing ROI is a major challenge in the financial services industry. According to the Financial Brand, 60% of financial executives say measuring marketing ROI is a major challenge.

And that's understandable, as marketing is evolving and our approach to metrics has to keep up.

But how? 🤔

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Topics: Ominchannel Marketing, Marketing Automation, Prisma Campaigns, Digital marketing Campaign, Credit Unions, digital marketing in FIs, Agile Marketing

2 Truths and 2 Lies. Marketing Personalization for Banks and Credit Unions

Posted by Gaston Vizziano on Feb 6, 2020 8:15:13 AM

Thanks to eCommerce giants like Amazon, consumers expect all of their transactions and online interactions to function similarly. Indeed, using marketing personalization, financial institutions can develop targeted marketing campaigns for their members.

But even with the growing adoption of personalization, there are still some misconceptions about the theme. Let's see if you can sleuth out which of these statements are outright personalization lies!

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Topics: Ominchannel Marketing, Prisma Campaigns, Credit Unions, Digital Banking, Agile Marketing

The Balancing Act in the Roadmap to Personalization Infographic (part 4)

Posted by Clara Hori on Jan 30, 2020 9:00:00 AM

We recently published Ron Shevlin's latest report, The Roadmap to Personalization in Banking.  Ron is the Director of Research at Cornerstone Advisors and is ranked among the top FinTech influencers globally. Inspired by this report, we created a series of four infographics on the topics we liked most.

Here's the fourth and last infographic The Balancing Act.

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Topics: Prisma Campaigns, Digital Banking, Personalization in FIs marketing

The Five Steps of the Roadmap to Personalization Infographic (part 3)

Posted by Clara Hori on Jan 23, 2020 9:00:00 AM

 

We recently published Ron Shevlin's latest report, The Roadmap to Personalization in Banking.  Ron is the Director of Research at Cornerstone Advisors and is ranked among the top FinTech influencers globally. Inspired by his report, we created a series of four infographics on the topics we liked most.

Here's the third infographic The Five Steps of the Roadmap to Personalization.

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Topics: Prisma Campaigns, Digital Banking, Personalization in FIs marketing

A New Definition for Personalization Infographic (part 2)

Posted by Clara Hori on Jan 16, 2020 11:28:54 AM

We recently published Ron Shevlin's latest report, The Roadmap to Personalization in Banking.  Ron is the Director of Research at Cornerstone Advisors and is ranked among the top FinTech influencers globally. Inspired by his report, we created a series of four infographics on the topics we liked most.

Here's the second infographic, A New Definition for Personalization.

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Topics: Prisma Campaigns, Digital Banking, Personalization in FIs marketing

The Three Personalization Dilemmas Infographic (part 1)

Posted by Clara Hori on Jan 7, 2020 5:45:18 PM

We recently published Ron Shevlin's latest report, The Roadmap to Personalization in Banking.  Ron is the Director of Research at Cornerstone Advisors and is ranked among the top FinTech influencers globally. Inspired by this report, we created a series of four infographics on the topics we liked most.

Here's the first infographic, The Three Personalization Dilemmas.  We hope you like it!

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Topics: Prisma Campaigns, Digital Banking, Personalization in FIs marketing

Challenges and opportunities for Credit Unions - a year of learning

Posted by Felipe Gil on Dec 26, 2019 9:08:00 AM

As the year draws to a close, we gathered the team here to reflect on what we are seeing out there in terms of challenges and opportunities for Credit Unions.

2019 brought lots of activity - various conferences, numerous meetings and calls, and many opportunities to work together with amazing clients and partners. We read hundreds, thousands of blogs, reports, tweets. What have we learned? Which facts and data we are choosing, and how are we interpreting them?

For this end-of-year post, rather than something new, I wanted something useful: a clear picture for ourselves and our credit union clients, confirming our north. We are seeing something actionable and compelling, and as CEO of Prisma I  want to share it with you.

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Topics: Prisma Campaigns, Credit Unions, Digital Banking

How popular culture sees banks and what can we learn about it

Posted by Clara Hori on Dec 19, 2019 9:00:00 AM

I recently came across this gem, a scene from the Netflix series "Atypical" in which Sam, a teenager in the autism spectrum, decides to open his first bank account and tells his friend Zahid about it.

Both boys belong to generation Z, and their dialogue perfectly exemplifies the dilemma and challenges financial institutions are dealing with today, the tension between a supposedly obsolete system and a promising new one.

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Topics: Banking, Prisma Campaigns

Embracing the Digital Imperative

Posted by Ianai Urwicz on Dec 10, 2019 9:21:38 AM

As demanding as getting your credit union up to speed with the digital tools may seem, a great future awaits for those who embrace it. We get it, innovating and staying current can feel like a burden. But we also wholeheartedly believe that, in this case, "What does not kill you makes you stronger," and want to share why. Let's start by taking a closer look at the credit union landscape.

The number of credit unions (CUs) in the US has actually declined since 2008. Some of the smaller ones have closed, and some of the larger ones have merged and consolidated to create conditions for greater efficiency and competitive edge. This can make one feel threatened or uneasy, to say the least. But what happened to the ones who didn't close?

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Topics: Prisma Campaigns, Digital Banking

 

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