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.

Read more >

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

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

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

The data you need is already there

Posted by Felipe Gil on Nov 22, 2019 9:28:00 AM

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 touch-ness": as I logged into my online banking, a gleaming ad for a cool gadget popped up.

Don't they know me? Can't they see that not only I don't have money in my account for impulse purchases, but that I never buy that kind of stuff?

Doesn't it feel ironic that the company that knows everything I earn and spend can't tell what type of offer would be more relevant to me?

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Topics: financial institutions, Digital Banking, Personalization in FIs marketing

It is time to recover your brand trust. Keep your word

Posted by Felipe Gil on Nov 7, 2019 7:57:12 AM

When we adopt new technologies in our daily lives, they present us with changes to our behavior that slowly but steadily become almost irreversible. We now "live connected" and think of cellphones as a part of our bodies, but technology also changes us in subtle ways. 

I'm old enough to remember when making an appointment with a friend was a real commitment. We used to organize our day to be there on time, and our word used to have value, and keeping promises was a sign of good manners.

If someone didn't show up, it was because something extraordinary happened. Today when we arrange to meet someone, there is always the implicit chance that it might not happen, just a message away.

Did our word lose value?

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Topics: financial institutions, digital marketing in FIs, Digital Banking

Humanized digital banking in the AI era

Posted by Guadalupe Muro on Oct 24, 2019 9:12:00 AM

How do you remember banks? 

When I think about banks the very first image that comes to mind —surprisingly even for me— is one from my childhood, clear as the surface of a lake early in a summer morning: the face of the lady at the front desk illuminated by the light coming from a big window behind her.

The cold marble pillars, the old wood furniture, the sound of steps and stamps echoing in that huge building were one could not run or talk too loud.

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Topics: digital marketing in FIs, Digital Banking, Personalization in FIs marketing

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

The power of surprise: making your clients find you when they least expect it

Posted by Felipe Gil on Oct 3, 2019 9:00:00 AM

Positioning in search engines is important. Search Engine Optimization often relies on keywords, and other proven methods that make your bank come out on search results every time someone looks for “retail bank”. But this often overlooks what people are really looking for on the internet.

Is the young person who is becoming financially independent really looking for the words “retail bank”? Or is their query instead something along the lines of “how do I open a bank account”?

If a potential customer is looking for a friendly bank, with an easy-to-use app, is yours there to be found? Or is mobile banking hoarding the best positions in SEO?

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Topics: Prisma Campaigns, financial institutions, Digital Banking

 

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