Clara Hori

Clara Hori
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Five great virtual events for credit unions - Summer 2020

Posted by Clara Hori on Aug 7, 2020 3:05:00 PM

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 postponed to later in the year?

Part of what keeps us sane these days is finding things to get excited about. Like putting energy into re-thinking virtual events, so that, one day, they can have a magic of their own.

Here are our five picks for the rest of the summer:

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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, account opening, unbanked, banco agrario

Banco Agrario opens 230K accounts in the first 4 weeks of the pandemic

Posted by Clara Hori on Jul 31, 2020 5:57:20 PM

Banco Agrario de Colombia opens 230,000 new accounts with Prisma Campaigns

 

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 for the unbanked as emergency relief is distributed.

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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, account opening, unbanked, banco agrario

Prisma Campaigns and Trellance announce partnership for data service

Posted by Clara Hori on Jul 27, 2020 9:14:58 AM

New partnership will allow credit unions to improve digital experience, increase conversions and deepen relationships by making personalization and data-driven campaigns a reality.

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Topics: Ominchannel Marketing, Marketing Automation, Ominchannel cross-selling, Prisma Campaigns, Digital marketing Campaign, Credit Unions, digital marketing in FIs, Digital Banking, Agile Marketing, COVID-19, Partnerships, trellance, open ecosystem

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.

Read more >

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.

Read more >

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

 

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