Ianai Urwicz

Ianai Urwicz
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Recent Posts

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

Fintech landscape - We need it all and we need it now

Posted by Ianai Urwicz on Jul 18, 2019 10:49:00 AM

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 banks which can afford all the latest technology inventions, gongs, and whistles, without thinking twice.

How to catch up and keep competing?

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

Who will run the AI in banking?

Posted by Ianai Urwicz on Jul 2, 2019 11:02:00 AM

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 crucial moments during which the appearance of a new technology had such a profound impact that it brought huge expectations, and a bit of chaos.

In times like those old methodologies can suddenly be perceived obsolete and everything has to be learned again.

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Topics: IA, financial institutions, Digital Banking

From digital banking to intelligent banking

Posted by Ianai Urwicz on Jun 26, 2019 10:23:00 AM

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 pajamas, my life crossed a point of no return.

Worldwide, digital banking has given banks the opportunity to increase sales and optimize costs everywhere. Digitalization has allowed banks to get closer to their customers and satisfy more of them in a personalized level, thus encouraging them to use digital banking more frequently, to increase the number of transactions and operations and thereby boost the bank’s income.

So far, so good. But how to keep up the momentum?

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Topics: Finance, Banking, Prisma Campaigns, Digital Banking

Prisma Campaigns takes home Innovation Club Award from AXFI’s 3rd Annual Killer Fintech Speed Rounds

Posted by Ianai Urwicz on Jun 20, 2019 11:03:00 AM

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’s digital world) a top priority for CUs, and is attended by all levels of management.

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Topics: Financial, Prisma Campaigns, Digital Banking

Marketing in retail banks: all generations, a single campaign

Posted by Ianai Urwicz on Jun 6, 2019 10:45:00 AM

Not long ago I was having a conversation with a friend who is 63 years old and a retired teacher. She was telling me that the night before, having dinner with her husband and two more couples was taken aback when she realized that she was the only one at the table who used homebanking. I was surprised too.

These are all college educated people, 60 to 70 years old, professionals, university teachers, creatives, cultured people, some with managerial positions. They constitute the perfect example for discussing Age Agnosticism: they remain active in their professions, they want to contribute to society, take care of their health, travel as much as they can.

The new kind of mature consumers that no longer have a passive attitude towards aging.

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Topics: Banking, Marketing Automation, financial institutions, Digital Banking

Best adoption practices for Marketing Automation

Posted by Ianai Urwicz on May 10, 2019 9:07:00 AM

If you are a member or the head of a marketing team with three or more people, chances are you’re already automating basic processes such as sending e-mails. Maybe you’re even planning the switch to a single comprehensive tool.

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Topics: Ominchannel Marketing, Marketing Automation, Digital marketing Campaign

CU Rise Analytics Partners with Prisma Campaigns to Help Credit Unions Effectively Leverage Data

Posted by Ianai Urwicz on May 3, 2019 8:46:49 AM

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 companies have a shared vision to help CUs’ maximize their data for highly personalized customer experiences and, in turn, close the gap between marketing and sales.

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Topics: Prisma Campaigns, digital marketing in FIs

Marketing in FIs: everyone gets a bite

Posted by Ianai Urwicz on Apr 25, 2019 9:03:00 AM

We assume that digitalization is so much a part of our lives that we forget, very easily, that G-mail is only 15 years old today, that the first Iphone with full navigating capabilities only came out in 2007.

Now well over 65% of the population shops and pays bills using their smartphones and that percentage is rising rapidly as specific demographic groups are targeted and brought into the digital age.

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Topics: Digital marketing Campaign, Digital Banking

Agile in digital marketing? Get it done!

Posted by Ianai Urwicz on Apr 10, 2019 9:27:00 AM

Being on time or complying with a due date is a nightmare for everyone. In marketing, sending an e-mail is a time-sensitive affair due to special offers and holidays.

We all want to work with plenty of time ahead, but... how can we do that?

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Topics: Ominchannel Marketing, digital marketing in FIs


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