Clara Hori

Clara Hori
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Personalization and the "New Normal" webinar for financial institutions

Posted by Clara Hori on May 18, 2020 11:38:22 AM

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 widely. Creating personalized communications demonstrates care and creates stronger connections with customers. Blanket emails, one-size offers, and mass campaigns face sizable challenges of being irrelevant or worse, creating a disconnect with a customer.

Personalization, a long overdue promise, matters now more than ever.

Learn new strategies and methods to enable scalable, personalized communications and leverage technology, social channels, and advanced learning to seamlessly and skillfully change the conversations with customers to one-on-one conversations and relevant, timely messaging.

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Topics: Ominchannel Marketing, Marketing Automation, Ominchannel cross-selling, Prisma Campaigns, Digital marketing Campaign, Credit Unions, IA, digital marketing in FIs, Digital Banking, Personalization in FIs marketing, Agile Marketing

How to be agile in today’s context. Webinar for Credit Union marketers

Posted by Clara Hori on Apr 22, 2020 10:52:27 AM

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Topics: Ominchannel Marketing, Marketing Automation, Ominchannel cross-selling, Prisma Campaigns, Digital marketing Campaign, Credit Unions, IA, digital marketing in FIs, Digital Banking, Personalization in FIs marketing, Agile Marketing

Digital Marketing in the age of COVID-19

Posted by Clara Hori on Apr 21, 2020 7:05:04 AM

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 believe that it’s relevant now, more than ever. We’re having to find ways to function—dropping projects that don’t make sense, starting new ones to address current needs, and solving critical problems (like how to have meaningful conversations with customers across channels that deepen relationships and aren’t purely transactional).

With the end of the pandemic not yet in sight, some experts say this could be our new normal...

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Topics: Ominchannel Marketing, Marketing Automation, Ominchannel cross-selling, Prisma Campaigns, Digital marketing Campaign, Credit Unions, IA, digital marketing in FIs, Digital Banking, Personalization in FIs marketing, Agile Marketing, COVID-19

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

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

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

Happy Thanksgiving!

Posted by Clara Hori on Nov 28, 2019 2:47:20 PM

Thanksgiving! Turkey, family, shopping, and of course, giving thanks!

For a young company like Prisma, being grateful is about appreciating what we have achieved so far. It’s a chance to renew our commitment to grow and learn with enthusiasm. This kind of enthusiasm:

“Enthusiasm is the yeast that makes your hopes shine to the stars. Enthusiasm is the sparkle in your eyes, the swing in your gait. The grip of your hand, the irresistible surge of will and energy to execute your ideas.”   
Henry Ford

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