Who Needs Help Choosing a Marketing Platform for FIs?

Posted by Gaston Vizziano on Mar 5, 2020 11:15:00 AM

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 most banks and credit unions have to do in order to continue improving the customer experience in today’s technological landscape.

Financial institutions require a marketing automation platform that  understands their industry-specific needs.

This guide will help you understand which features and capabilities FIs should look for when making their marketing platform choice to ensure it is agile, adaptable, and secure.

Download the guide

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

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

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

Marketers and cryptocurrencies, we all need to go mainstream

Posted by Felipe Gil on Nov 14, 2019 9:02:00 AM

When was the first time you've head about crypto-currencies? They are less than ten years old, an inevitable product of increasing digitalization.

The original Bitcoin has been joined by numerous others, copies, bitcoin cash, initial coin offerings, (ICOs), digital cash from  high end respectable sources like Wells Fargo, decentralized e-currencies, even a sharia-compliant crypto-currency. And now Facebook, with a not quite consolidated consortium of thirty-odd unregulated FI services partners, is poised by 2020 to take Libra and its concomitant services to the millions for whom social media is the lynch-pin of their existence.

The future of each of these and the endless others spawning almost weekly must inevitably depend on their stability, security, transparency and user confidence generated by the qualities of the aforementioned.

What else is expected to happen with digital payment systems in the near future?

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Topics: Prisma Campaigns, Credit Unions

MAXX 2019, 15th to 17th October, Spokane, Washington

Posted by Felipe Gil on Oct 10, 2019 9:00:00 AM

Next October 15th to 17th  we'll be present on the Credit Union Association annual convention MAXX 2019, along with our partner Tyfone.

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Topics: Prisma Campaigns, Credit Unions, Digital Banking

CULytics meet-up 4th and 5th September, 2019, San José, California

Posted by Felipe Gil on Aug 22, 2019 9:03:00 AM

We're very happy to visit San José, California on the 4th. and 5th. September to showcase Prisma Campaigns solutions at the Credit Union Data and Transformation meet-up.

The meet-up attracts the most progressive and influential credit unions from across the USA, bringing together executives, data and marketing leaders to discuss and exchange ideas and information about the latest developments in the field of data analytics as these affect their technical and strategic operations.

It is not so much a conference in the traditional sense as a platform where credit unions can discuss topical issues and exchange ideas, technology, experience and insights.

During the conference, we'll be discussing the following themes.

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Topics: Prisma Campaigns, Credit Unions, Digital Banking

Is your credit union ready for marketing automation?

Posted by Felipe Gil on Jan 8, 2019 7:49:00 AM

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 giving them a further advantage over for-profit banks.

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Topics: Marketing Automation, Digital marketing Campaign, Credit Unions

 

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