Recently, the concept of "digital transformation" has evolved. It’s no longer seen as a finite goal for businesses to achieve and then consider themselves "done," but rather as an ongoing adaptation...
MIAMI, FL. (April 11, 2024) - Prisma Campaigns, a leading provider of marketing automation solutions for credit unions, is proud to announce two new partnerships. Los Angeles Police Federal Credit...
Last week, we attended the 2024 America's Credit Unions Marketing & Business Development Council Conference in Las Vegas. Unlike the much larger Governmental Affairs Conference (GAC), this event...
Last week, we attended the America's Credit Unions Governmental Affairs Conference (GAC) 2024, held at the Walter E. Washington Convention Center in Washington, DC. This was the first gathering of...
In today's competitive landscape, financial institutions (FIs) face the constant challenge of growing their loan and deposit accounts. One effective solution lies in embracing...
One of the things we love about Q1 is that it has two key events that credit union professionals eagerly anticipate: The CUNA Governmental Affairs Conference (GAC) in Washington DC, and the CUNA...
In the rapidly evolving current landscape, Financial Institutions (FIs) are increasingly recognizing the need to leverage data-driven strategies to maximize loan and deposit growth. This approach...
January 18th, 2024, Miami, Florida – Prisma Campaigns, a leader in innovative marketing solutions, proudly announces the successful achievement of the SOC 2 Type 2 attestation. The assessment was...
In the dynamic world of financial solutions, Credit Union of Colorado's recent strategy to increase deposits and streamline Certificate of Deposit (CD) sales online stands as a testament to their...
Financial institutions all over the world are trying to restructure their digital marketing efforts to align with the needs of their customers. More than ever, it is essential that an FI’s digital...
Even for the largest credit unions, consistent growth is essential. Expanding your base allows you to provide more for your existing members, and to prepare better for the future. When growth slows,...
Financial institutions are relying on digital engagement more than ever. By 2025, experts predict that around 65% of all engagement for financial service companies will be entirely online. This means...
Credit unions have a long history of supporting local communities through charity work, community outreach, and other initiatives. By providing this support to the people and businesses in their...
Financial institutions are always looking for a competitive edge. With the advent of more advanced machine learning and data-gathering techniques, the use of predictive analytics has become an...
As a financial institution, one of the most crucial aspects of a good marketing strategy is ensuring your members’ digital experience is top-notch. Estimates put the range of digital interaction...
We’ve all left a website with a full shopping cart, only to forget about it and move on. How companies go about reminding you of your intent to purchase can make a massive difference in their...
Implementing marketing automation for your financial institution can feel intimidating. After all, you’re entrusting your account holders’ data to a complicated piece of software. But with a...
MIAMI, August 31, 2023 - Prisma Campaigns, a leading provider of marketing automation solutions for credit unions, announced today the addition of five prominent credit unions to its Omnichannel...
The most frustrating things for consumers to encounter along their buyer’s journey are the unnecessary roadblocks. These friction points can take many forms, can happen at every stage of the...
Text messages make up a large portion of people’s daily online communication, with studies estimating the average 30 year old sends and receives around 80 texts in a single day. Businesses can take...
Prisma’s marketing automation solutions have helped hundreds of financial institutions realize their true potential, and assisted them in creating personalized campaigns that speak to the heart of...
Today’s most successful marketing campaigns all rely on multiple channels to get the word out. Businesses take advantage of email, SMS, and online advertising to ensure that their audience is...
Prisma Campaigns is proud to announce that we’ve received a clean SOC 2 Type 1 attestation report. This rigorous, independent assessment of our internal security controls validates our dedication and...
Data has always been one of the most important tools in a marketing team’s arsenal. It helps us make predictions, and allows us to look more clearly at the results of our efforts. However, not all...
Miami, FL (June 21, 2023) - Prisma Campaigns is excited to announce its new partnership with CASE Credit Union. This collaboration reflects CASE Credit Union's dedication to innovation, continuous...
Recently, we had the opportunity to attend the CUNA Digital Marketing School in Phoenix, AZ as both a speaker and sponsor. Having participated in a virtual version of the school during the pandemic,...
Over the past year, you’ve probably seen headlines announcing massive leaps in the capabilities of artificial intelligence. Teams are using AI to generate content and to manage data much more...
We are just back from beautiful Ft Lauderdale, where we attended and sponsored the Trellance Conference. Titled "Beyond Data: What to Do with It?", the conference brought together industry leaders...
Marketing automation technology can help financial institutions interpret data, enhance the quality of leads, and create consistency in their brand presence and marketing materials. Sounds great,...
If your institution has recently rolled out a new campaign or product offer, you’ve probably developed a landing page to promote it. While landing pages are a popular way to drive online engagement,...
As contactless options surged in popularity during the pandemic, the QR code made a surprising comeback. Once thought to be on their last legs, QR codes have resurfaced as one of the top options for...
Email dominates the field of outbound marketing. It’s estimated that anywhere between 60% and 90% of businesses use it as their primary marketing method, as email addresses are easy to collect, and...
When making decisions regarding their marketing strategy, financial institutions often discuss “sales funnels” or a “buyer’s journey.” These terms represent strategies businesses can employ to...
SMS Marketing is a favorite among many direct-to-consumer brands for its practicality and easy scalability. Simply gathering a mobile phone number from customers can provide you with a line of direct...
Many banks and credit unions have focused on adopting a “mobile-first” mindset and seeking out digital innovations to bring their institution up to speed. New technology provides efficiency and...
MIAMI, February 7, 2023 - Prisma Campaigns has announced that it is working with Community Resource FCU to digitally onboard and engage its members. Prisma Campaigns, CUNA Strategic Services'...
2023 has already started, and we're thrilled to announce that we're kicking off the year with a bang. Once again we are attending two major credit union events. These events are an excellent...
As we usher in the new year, marketers will also face a new cookie-less reality. Google will start phasing out the use of third-party cookies through the end of 2024, and many other tech giants are...
If you’ve ever visited a website and been greeted by a chatbot, you’ve encountered an example of leveraging conversational marketing. New technologies can transform how you communicate with your...
If you want your campaign to reach the right people at the right time, you should consider micro-demographic targeting. Every customer/member at your FI has distinct financial needs, and it’s...
The onboarding phase of a consumer journey is important because it sets the tone for the future relationship. This initial onboarding period welcomes new consumers into your financial institution and...
I am just back from my first time in Vegas and The Financial Brand’s #FBForum. I had a great time meeting our clients in person and talking to marketers about how their teams can deliver the best...
One of the most powerful ways to grow your business is through content marketing. Effective content does require thoughtful planning and effort, but the results are worthwhile. Research shows that...
Marketers use various metrics to measure their institution’s performance and make progress toward their goals – but which metrics actually matter? Two common marketing measurements are vanity and...
Buyer personas are an effective way to align your organization and elevate your marketing strategy. When you create buyer personas, you are envisioning different representations of ideal consumers...
We’ve entered a new era — one that places a more intense focus on consumer data privacy. Google and Apple took significant steps toward a more data-protected environment for consumers, and other...
Indirect loans have become more popular in the last decade, and this type of loan can generate substantial loan portfolio growth for banks and credit unions. Typically, a financial institution...
A Lexington Law study1 revealed that 36% of Americans check their bank account daily and another 30% check it weekly. Imagine if each time your consumers logged into your mobile app or online banking...
At Prisma Campaigns, our mission is to bring true value to financial institutions through automated, intelligent communication. The financial landscape is competitive, and we recognize the importance...
If you’re unhappy with your website conversion rate, you’re not alone. There are many reasons that could be holding people back from taking the next step with your financial institution, whether it...
As financial marketers, we’re always searching for ways to improve ad performance. A/B testing, otherwise known as split testing, is a popular way to do so. Simply put, marketers test two versions of...
Banks and credit unions want to see their marketing efforts pay off, but many marketing teams struggle with calculating their programs’ return on investment (ROI). In a recent study1, 84% of...
Banner ad blindness is a phenomenon brought on by advertisement over-exposure. As digital ads became part of our daily lives, people recognized their typical shape and location on a webpage. As a...
Data allows financial institutions to target personalized offers and enhance the consumer experience, but as cybercrime and online and mobile banking use increase, data privacy has become one of...
Some experts suggest that financial institutions have access to more consumer data than any other industry. There are several types of valuable data that institutions use to create personalized...
New integration enables credit unions and community banks to push targeted marketing offers through their mobile and online banking channels and more. (BOSTON, MA — April 12th, 2022) — Today, Prisma...
Listen to Prisma Campaigns' CEO Felipe Gil talk about what makes Prisma a good fit for credit unions, during his interview at CUNA GAC 2022. Discover what he sees as the benefits of Prisma, the way...
Financial services can be complex, and financial language is known for confusing jargon and complicated terminology. It’s important for financial marketing to be as transparent and straightforward as...
Many people remember walking into their local brick-and-mortar branch as one of the foundational memories in their financial journey. Despite digital transformations taking place across the financial...
Email marketing is one of the most reliable and powerful ways to connect with consumers, introduce new products, and increase conversions. Sending an email is easy, but getting them delivered,...
BOSTON, MA. (Feb. 16, 2022) - Prisma Campaigns has recently formed a new relationship with United Teletech Financial, A Federal Credit Union, as a key marketing automation solution for its future....
For our third Savvy Scenario, we hone in on marketing to one phase of the consumer journey. Each person’s experience with your institution is unique, and people discover new products and develop...
One thing us consumers have in common is our attention span. We prefer digestible content and quick bursts of activity that don’t take large chunks of time away from our busy schedules. Gamified...
BOSTON, MA. (Jan. 4, 2022) - Prisma Campaigns has announced that it is working with Sunmark Credit Union to deliver a personalized digital experience to its members. Prisma Campaigns, CUNA Strategic...
Another Holiday season has arrived and we’re answering some of clients’ wish list items for Prisma’s product suite. It is no news that we at Prisma try very hard to keep up with the needs of our...
The goal of trigger marketing is to deliver the right message to the right consumers at the right time. If you’ve received a happy birthday email, a shopping cart abandonment reminder, or a...
Financial institutions often target consumers through pre-qualified marketing to deliver highly personalized offerings, pinpoint cross-selling opportunities, and establish long-term relationships....
BOSTON, MA. (Dec. 1, 2021)- Prisma Campaigns has recently joined with Texas Trust Credit Union as a key marketing solution for its future. Prisma Campaigns, CUNA Strategic Services’ preferred...
You’ve probably heard that banks and credit unions have access to a treasure trove of consumer data. In the past, financial institutions struggled with data silos, and valuable data was often...
In this installment of Prisma’s Savvy Scenarios series, we focus on how financial institutions utilize technographic data to create high-performing marketing campaigns. During the pandemic, the...
We recently sponsored the American Banking Association (ABA) 2021 Bank Marketing Conference (BMC), which took place virtually Sept 27 and 28, 2021. Though we were disappointed we couldn't attend in...
Financial institutions and their marketing teams should have one goal in mind: to improve their consumers’ financial well-being. Discussing finances can cause feelings of vulnerability and...
MADISON, Wis., (October 6th, 2021) - Today, CUNA Strategic Services (CSS) announced that Prisma Campaigns, has been selected as the newest alliance provider, and the preferred marketing automation...
In Prisma’s Savvy Scenarios series, we’ll cover use cases and strategies that lead to successful, data-driven marketing automation. Financial institutions are privy to customer data, and utilizing...
The financial services industry is barely recognizable from two decades back. Advancements in technology have ushered in a new era in banking. From smartphones to big data, the landscape has evolved...
Have you heard the expression “sell more by selling less?” Marketers have long used the process of segmentation to divide a marketplace into smaller parts and make messaging more definable,...
All good leaders possess a few common traits. Some of these ubiquitous qualities include confidence, communication skills, integrity, and a vision for improvement. At Prisma, we believe that great...
Clearly, no marketer wakes up and says "today I am going to annoy my customers and train them to ignore my messages". However, despite our best intention and effort, too often our messages are...
In part two of this blog series, we discuss the remaining two core functionalities at the heart of our software, and share how they help banks and credit unions sell more and sell better. Size 36:...
Prisma Campaigns Head of Growth Clara Hori and Prisma Campaigns CEO Felipe Gil invited to CUBroadcast to discuss how Prisma helped credit unions like Star One Credit Union and Credit Union of...
You might know us as an all-in-one marketing automation software for banks and credit unions—one that lets our customers send hyper-personalized marketing campaigns across all channels. But, we often...
Share of wallet (SOW) is one of the best indicators of loyalty. It provides a great way to objectively evaluate how well your cross-selling and customer retention strategies are working.
Digital transformation, and the foundation required to support it, cannot be cut short. But, banks and credit unions that have catching up to do can benefit from working with providers that take a...
Coming out of the pandemic, no doubt there will be a big adjustment to society and the economy as a whole, and there’s a healthy debate about what's transitory and what's not, and how to reactivate...
Since publishing Ron Shevlin’s The Roadmap to Personalization in Banking report, we continue to receive requests for specifics. People have loved Ron’s recommendations and they want to know how they...
A strong User Experience (UX)—how a user interacts with and experiences your financial institution, its products, and services—is essential to maintaining customer commitment and earning referrals....
We really enjoyed attending and sponsoring the 6th Annual CULytics Virtual Summit last month—it was fun to connect through our virtual booth and to present as a finalist in the Fintech Pitch...
A few weeks back, Jim Marous, Co-Publisher of The Financial Brand and CEO of the Digital Banking Report wrote an in-depth article about the untapped power of SMS in banking. The piece noted some...
Gone are the days marketers could rely only on print ads, billboards, and TV commercials. Today, you can’t step foot into the marketing world without immersing yourself into the realm of digital...
If you’re already one of the 30+ banks and credit unions that are using Prisma Campaigns to maximize their marketing campaign results, you’re familiar with the concept of an omnichannel approach, and...
As we approach the one-year mark of COVID-19 restrictions, the economy as a whole is still navigating the effects of the pandemic. As for the financial services industry, banks and credit unions will...
We’re BIG people-people. And while we love nothing more than seeing your smiling faces in-the-flesh, live events simply aren’t a reality just yet. Luckily, the big industry names in events are...
The credit union space is rapidly changing and fiercely competitive—you cannot afford to let your marketing efforts fail to reach the right targets or miss out on valuable member insights. Luckily,...
In a recent article published in leading industry publication The Financial Brand, our CEO Felipe Gil, shares his thoughts on making the most of technology by extending its capabilities to adapt in...
Omnichannel marketing isn’t new but, with COVID, it’s a hot topic again. For financial institutions, having restricted access to lobby branches for the most part of 2020 and probably extending well...
Social proof and reviews are critical for a bank or credit union's reputation, so we’ve asked our friends at BirdEye to put together this handy guide about improving your online reputation (with a...
Thanks to e-commerce and entertainment giants like Amazon and Netflix, today’s customers have come to expect the same deeply personal customer experiences across industries. They want to be seen,...
In our most recent post, we talked about the evolving attitudes of credit unions towards digital adoption and the challenges they face to digitize at the rapid pace forced upon them by COVID-19. One...
The pandemic has credit union marketers struggling to digitize at breakneck speed. Here are five challenges standing in their way.
(BOSTON, MA — September 16th, 2020) — Today, MarketMatch announced that they have used two unique and powerful solutions, Prisma Campaigns and CU Rise Analytics, as platforms to deliver their latest...
Remember February, when we all went to CUNA GAC in Washington and thought, "Wow, what a great line-up of conferences we have for 2020"? Remember March, when we thought maybe they would just be...
New partnership will allow credit unions to improve digital experience, increase conversions and deepen relationships by making personalization and data-driven campaigns a reality.
Banco Agrario of Colombia and Prisma Campaigns catalyze financial inclusion for 230,000 farmers amid coronavirus pandemic. Implementation of online account opening instrumental in financial inclusion...
Though the pandemic is not over yet, at three months in it feels appropriate to pause and summarize learnings and opportunities of the crisis thus far. In this post, we’ll explore the trends we can’t...
Unprecedented. Fast-changing. Challenging. Unpredictable. This is the "new normal". And it's hard to be really ready. Over the past 12 weeks, customer impact has been very personal and has varied...
“Prisma Campaigns shares a similar passion to provide the best service and product to its customers and also provides us the ability to offer a more targeted marketing automation solution for Credit...
In today’s COVID-19 context, it’s clear that FIs must reach consumers digitally and that fast response is the real competitive advantage. We developed this Digital Marketing guide pre-COVID, but...
We’re excited to announce our new partnership with Jumio, a global leader in AI-powered identity verification. Asking bank customers and credit union members to visit their branch for things like...
The Prisma team working hard for you over the last 3 weeks. I was once told by a mentor to "celebrate the small wins [because] you might not get the big ones." It sounded pessimistic back then. But...
The Prisma Team goes remote for our Monday All-Hands meeting. These are extraordinary times for all of us, and we hope you, your family, and your community are adjusting to these unprecedented...
Just like the right tools make a difficult job easier, the wrong tools make a simple job impossible. But that's easier said than done when it comes to choosing tools for marketing, something that...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
When implementing personalization, a necessary first step is setting up a recommendation system to show the best information to each client at the best time, across all digital channels. The number...
There are a few things that I fear more than being out of touch. These days, being outdated might leave you out of the conversation. Recently, I experienced being on the receiving end of that "out of...
It was only a short time ago that we used to visit bank branches, use checkbooks, draw cash, chat with the manager and review our spending on printed sheets. Then came the ATM, then the personal...
Competition for small and medium size financial institutions is coming from all angles, from the tiny fintechs which originally looked like impertinent intruders and from the largest and wealthiest...
All banks and FIS agree that digitalization is a number one priority, almost an obligation. They have been forced by market pressures to create some form of strategy for moving in this direction and...
Since the dawn of human civilization we've been developing technologies to improve or ease our productivity. If we take a quick look at history we can see that from time to time there have been...
Digital banking is here to stay. And for customers like me it has steadily became a necessity. The day I discovered I could do my errands without leaving home, at any time and wearing only my...
Last week, we attended the 6th Annual Analytics and Financial Innovation (AXFI) Conference in Minneapolis. This event addresses the growing need to make analytics and innovation (particularly in...
Today, data analytics specialist CU Rise Analytics has partnered with Prisma Campaigns, provider of intelligent marketing automation to provide complementary solutions for Credit Unions (CUs). Both...
It's too easy to get complacent, for companies to do a bit about diversity and then ease off... The HR manager of a multinational company received a directive from head office about a company-wide...
CUs may not have the breadth or market-share of the for-profit banks, but they make up for this with their specialized member knowledge. Learn how automation can enhance this personalized service...
To save you from unpleasant surprises we listed five typical challenges that come when implementing a digital marketing campaign for banking and the best ways to resolve them.
Whether it’s opening a bank account or looking for information, most people tend to “Google it” first. Nowadays, there are millions of active users on the Internet, so it seems like it would be a...
Today’s financial marketing strategies benefit by combining the same message across multiple channels, both traditional and digital, to connect with all its different audiences. Not all digital...
[PRESS RELEASE] New partnership will provide banks and credit unions with deeper insights into their members’ wants and needs for a user-friendly digital banking experience.