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

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

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

Poetry, a fuel for your personalization marketing engine

Posted by Guadalupe Muro on Sep 3, 2019 9:12:00 AM

Guest Post

Guadalupe Muro is a poet and novelist from Bariloche residing in Barcelona. Her poetry book in Spanish, ¿Con Quien Dormías?, was released from Huesos de Jibia, 2007, and her novel in English, Air Carnation, from BookThug, 2014. She attended to residencies in Banff Centre four times and was the recipient of the Raul Urtasun – Frances Harley Scholarship for Young Emerging Artists from Argentina. She often engages in collaborative and mixmedia projects, the soundtrack to the book Air Carnation is an example that can be heard at http://songsforrunawaygirls.com/  it toured Canada through the generosity of Argentine Cultural Affairs Bureau. 

 

Running a business can be a means for fulfilling people's desires. It is much more than just selling products. This is why as marketers we ought to start thinking as poets.

It was only a year ago that I started creating content for inbound marketing. This is a completely new world for me. I'm a creative writer and a poet and I would have never imagined that this would become my job one day. Slowly but steadily my boss introduced me to the main concepts of marketing. And ever since she first taught me about personalization in marketing, each time the same words from the poet Ezra Pound resonate in my mind...

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Topics: Financial, Prisma Campaigns, digital marketing in FIs

Why banking marketers should be thinking about neuroscience and psychology impact?

Posted by Felipe Gil on Aug 29, 2019 9:12:00 AM

At Prisma Campaigns we often wonder about what makes some companies so successful and we strongly recommend any company willing to grow to do the same. Despite being so simple, this humble question can be very powerful.

Where does the success behind great marketing for financial institutions come from?

What is the role that technology in banking has in all of this?

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

Personalization in FIs marketing: digitize for value and not for cost

Posted by Felipe Gil on Aug 14, 2019 9:12:00 AM

Digitization innovations in banking that once were big advantages, are now simply run-of-the-mill for just about everybody.

How to get back on the horse and really kick it.

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

The near-near, almost here, future of retail banking

Posted by Gaston Vizziano on Jul 24, 2019 9:56:00 AM

It was only a short time ago that we used to visit bank branches, use checkbooks, draw cash, chat with the manager and review our spending on printed sheets.

Then came the ATM, then the personal computer, then online banking and now most of the population segments are operating this, principally through their smart-phones. 70% of the population of the USA has smartphones and that number is rising.

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

 

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