How to seize growth opportunities, 6 trends for banks and CUs. Part 1

Posted by Gaston Vizziano on Jun 24, 2020 8:17:07 AM

Though the pandemic is not over yet, at three months in it feels appropriate to pause and summarize learnings and opportunities of the crisis thus far.

In this post, we’ll explore the trends we can’t afford to ignore, and chart a course in this new direction.

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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

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

Eltropy and Prisma Campaigns Announce Partnership Agreement

Posted by Gaston Vizziano on May 7, 2020 12:11:55 PM

 

“Prisma Campaigns shares a similar passion to provide the best service and product to its customers and also provides us the ability to offer a more targeted marketing automation solution for Credit Unions in this pandemic-era where Text Messaging is especially important.

Ashish Garg
CEO and co-founder of Eltropy
“The Best* text messaging-based platform for Credit Unions”

 

This integration helps Credit Unions stay agile in the coronavirus era when rapid, contextual, multi-channel communication is essential.

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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, Text Messaging, Partnerships, Press Releases

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

Digital member experience: New Jumio integration for digital IDs verifications

Posted by Gaston Vizziano on Apr 16, 2020 5:21:53 PM

 

We’re excited to announce our new partnership with Jumio, a global leader in AI-powered identity verification.

Asking bank customers and credit union members to visit their branch for things like account opening, account changes, and product-based requests was already a problem before COVID-19. It created friction in the customer experience, especially for younger generations, as well as bottlenecks.

In today's context (and beyond), enabling fully digital experiences is a must, whether you are selling a new product (checking account, loan or credit card) or providing a service (amending a loan, making changes to personal information, getting W8 and W9 forms). Secure and user-friendly digital ID verification is a critical part of this challenge and we want to make it easier and affordable.

Prisma's out-of-the-box solution can provide banks and credit unions seamless access to features such as secure ID verification, proof of life via facial recognition, and pre-population of fields pulled from IDs to speed up administrative processes.

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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: Celebrating the small wins and "good problems” to have

Posted by Felipe Gil on Apr 7, 2020 8:57:11 AM

The Prisma team working hard for you over the last 3 weeks.

I was once told by a mentor to "celebrate the small wins [because] you might not get the big ones." It sounded pessimistic back then. But now I can see how acknowledging whatever progress you’re making lends to endurance. I can also see how right now, it's impossible not to encounter unforeseen challenges. So, we might as well just try to focus on the positives.

As CEO of Prisma, I'd like to share three "good problems" we've had here and what we learned from them.

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

COVID-19 outbreak: Suggested best practices for Banks and Credit Unions

Posted by Felipe Gil on Mar 18, 2020 7:48:23 PM

The Prisma Team goes remote for our Monday All-Hands meeting.

These are extraordinary times for all of us, and we hope you, your family, and your community are adjusting to these unprecedented circumstances. For many businesses, including Banks and Credit Unions, this is a major test of our digital capacity, our ability to solve problems, calm anxieties, and support the full spectrum of our members online. 

 

The digital imperative has arrived, he's impatient, and his name is COVID-19. 

Here at Prisma we’re inspired to see our clients rising to the challenge and responding in creative ways to continue serving, and providing relief to, their members and clients. We’re proud to be part of this #beRelevant task force.

As a result of what we've learned in these first days of the outbreak and how it is impacting industries and individuals globally, we’ve prepared some suggested best practices for Banks and Credit Unions to adjust their digital presence and marketing campaigns.

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Topics: Ominchannel Marketing, Marketing Automation, Ominchannel cross-selling, Prisma Campaigns, Digital marketing Campaign, digital marketing in FIs, Digital Banking, 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

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

 

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