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Because every customer is unique

Prisma Campaigns takes home Innovation Club Award from AXFI’s 3rd Annual Killer Fintech Speed Rounds

Posted by Ianai Urwicz on Jun 20, 2019 11:03:00 AM

Last week, we attended the 6th Annual Analytics and Financial Innovation (AXFI) Conference in Minneapolis. This event addresses the growing need to make analytics and innovation (particularly in today’s digital world) a top priority for CUs, and is attended by all levels of management.

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Topics: Financial, Prisma Campaigns, Digital Banking

Getting it [Digital banking experience part 2]

Posted by Felipe Gil on Feb 19, 2019 8:53:00 AM

Love my bank.... they're kind, efficient and every year I receive a cute, personalized e-card for my birthday. Do you like yours?

If emotional engagement with customers is increasingly important, if customers reject depersonalization at a visceral level, how can banks and FIs avoid dehumanization as they become more automated, more digitalized, as they increasingly turn to AI to handle the vast amounts of data they collect and collate? 

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Topics: Financial, Banking, Prisma Campaigns, Digital Banking

How to choose your FI's marketing automation solution in 7 steps (Part 4/4)

Posted by Felipe Gil on Dec 7, 2018 7:02:00 AM

Taking the following general tips into account might help to set some parameters in the search of a marketing automation solution that will hopefully make things easier for your colleagues working in the marketing department and improve your ROI:

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Topics: Financial, Marketing Automation

From handcraft to automated marketing in financial market (Part 2/4)

Posted by Felipe Gil on Nov 28, 2018 7:02:00 AM

It is a widespread opinion that the current state of financial services marketing is overwhelming, there is no longer a definitive model for effective marketing and today financial marketers can choose from multiple software and services providers.

Also, the environment in which they operate is constantly changing with new channels and emerging technologies.

But in this overwhelming situation, can you imagine if your company could streamline, automate, and measure marketing tasks and workflows?

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Topics: Ominchannel Marketing, Financial, Marketing Automation

How bank marketers can address the #1 expectation of today's consumers (Part 1/4)

Posted by Ianai Urwicz on Nov 19, 2018 7:03:00 AM

If there was a time when customers wanted to acquire a certain good or service, today they also want to have the feeling of being a part of something important or chic while they do it. For a company to fulfill that expectation has become a source of difference and value against competitors. ¿What is happening in banking?

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Topics: Financial, Prisma Campaigns

Top tips for helping clients adapt to digital banking

Posted by Felipe Gil on Nov 6, 2018 7:29:00 AM

Whether it’s opening a bank account or looking for information, most people tend to “Google it” first.

Nowadays, there are millions of active users on the Internet, so it seems like it would be a smart move for the financial industry to adopt digital channels and get the most out of it. Here are some tips that might be useful.

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Topics: Financial, Banking, Prisma Campaigns

How to personalize omnichannel campaigns in banking

Posted by Ianai Urwicz on Oct 30, 2018 8:47:00 AM

Personalization and omnichannel marketing within financial institutions is not so much a matter of what to do but how to do it.

So, beyond theory, an example of a real case can always come in handy.

Managing several types of marketing campaigns at the same time and with highly effective results, it’s always a challenge. Also that personalization and omnichannel marketing within financial institutions is not so much a matter of what to do but how to do it.

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Topics: Ominchannel Marketing, Financial, Marketing Automation, Prisma Campaigns

What the road ahead looks like for banks and digital media

Posted by Felipe Gil on Sep 20, 2018 9:15:02 AM

Digital tools have pervaded in daily life but banks have not kept up with their pace. Marketing automation platforms provides low cost and hassle-free strategies for gaining customers. 

In recent years, the relationship between clients and their banks has rapidly evolved on a global scale. This was largely driven by mobile devices: nowadays 60% of bank clients use their smartphones as the main channel of interaction with their bank.

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Topics: Ominchannel Marketing, Financial, Banking, Marketing Automation

Been there, done that: Some takeaways about AI from forum 2018

Posted by Felipe Gil on Jun 13, 2018 1:29:00 PM

Forum 2018 left us with some very interesting insights to face what’s left of the year, even though the event wasn’t only about artificial intelligence, we could collect many takeaways about: machine learning, voice recognition, virtual reality, and data analytics. This comes as no surprise, since those are the industry’s hottest topics at the moment.  Today we would like to share three after thoughts about the conference:

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Topics: Financial, Banking, Ominchannel cross-selling, Prisma Campaigns

Meet us at the financial brand forum!

Posted by Ianai Urwicz on May 4, 2018 2:19:00 PM

We’re happy to announce we’ll be sponsoring The Financial Brand Forum 2018 (May 7-9 – Las Vegas), a conference where the fintech community gathers to hear the latest industry announcements, meet investors and identify new partners. The agenda will focus in financial marketing, you can check it here.

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Topics: Ominchannel Marketing, Financial, Banking, Ominchannel cross-selling

 

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