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.

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.

“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.

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...

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.

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.

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.

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.

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!