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 These days, being outdated might leave you out of the conversation.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

ABA Bank Marketing Conference, Sept. 22nd to 24th, 2019 at Austin, TX

Posted by Felipe Gil on Sep 17, 2019 9:18:00 AM

In a hectic month filled with conferences, we won´t miss the annual ABA Bank Marketing Conference to be held in Austin, TX, on the 22nd. to 24th. September 2019, at the J.W.Marriott.  

And here is why...

The conference is the premier meeting place, sine-qua-non, for an industry that employs more than 2 million people across institutions that range from the largest corporations to the small local institutions, which holds nearly $17 trillion in assets, safeguards $13 trillion in deposits and oversees nearly $10 trillion in loans.

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Topics: Marketing Automation, Prisma Campaigns, Digital Banking

The Martech Conference, 16th to 18th September, Boston, MA.

Posted by Gaston Vizziano on Sep 11, 2019 9:04:00 AM

We're very happy to continue our tour to take advantage of each and every event, to meet our customers and the marketing community! 

Next stop will be The Martech Conference at the Hynes Convention Center in Boston to immerse ourselves in three days worth of educational sessions covering key topics and practices about marketing technology and operations, to learn yet more about what marketing executives need to stay ahead of marketing developments in the age of big data, automation and personalization.

Have you seen the super agenda?

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Topics: 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

See you at Clab 2019 in Miami, FL!

Posted by Gaston Vizziano on Aug 20, 2019 9:21:00 AM

On the 7th. to the 9th. October, we will be attending the 19th.  Finance Technology and Innovation Conference to be held in Hollywood, Florida at the Diplomat Beach Resort.  The event is being organized by FELABAN, the Latin American Federation of Banks,  and FIBA, the Florida International Banking Association.

However, the focus is not just on Latin America since the guests and the speakers come from a total of 35 countries.

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Topics: Finance, Prisma Campaigns, Digital Banking

Data analytics and machine learning in marketing in FIs

Posted by Gaston Vizziano on Aug 9, 2019 9:05:00 AM

Keep calm and listen to scientists

Many of our clients are worried by the prospect of being lost into oblivion in a world where every day more and more technologies are brought to the forefront. Data analytics and machine learning are implemented to enhance data the banks have collected in order to better understand their clients.

This, in turn, allows them to “know” them better and to tailor their services.

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Topics: Banking, Marketing Automation, IA, Digital Banking

 

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