Omnichannel cross-selling made easy

Because every customer is unique

Tactics to increase share of wallet in banks

Posted by Ianai Urwicz on Dec 12, 2018 9:21:00 AM

There is a direct correlation between share-of-wallet, customer retention and the duration of the relationship. Greater SOW means greater loyalty and satisfaction. Here are some strategies to consider:

We have all heard in a casual conversation of a phrase like “I’d rather pay a bit more for this product and be sure that it will work, than buy a cheaper one that I don’t really know anything about.”

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Topics: Share of wallet, Marketing Automation

7 tips to choose a marketing automation solution in FIs (Part 4/4)

Posted by Felipe Gil on Dec 7, 2018 9:02:00 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: Marketing Automation, Financial

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

Posted by Felipe Gil on Nov 28, 2018 9:02:00 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: Marketing Automation, Ominchannel Marketing, Financial

How to build a personalized omnichannel campaign in banking?

Posted by Ianai Urwicz on Oct 30, 2018 9:47:00 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: Prisma Campaigns, Financial, Ominchannel Marketing, Marketing Automation

Marketing Automation and CRM: A match made in heaven

Posted by Felipe Gil on Oct 11, 2018 9:56:00 AM

Taking an in-depth look at your sales process will help you decide whether or not the company needs a CRM or a marketing automation software, or maybe even both

Since the days when CRM was a customer-oriented company philosophy which involved fundamental changes in commercial policies, to the current era of big data analytics and machine learning, to say that water has flowed under the bridge would be an understatement.

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Topics: Prisma Campaigns, Marketing Automation, Digital marketing Campaign

Adaptation is key: how digital marketing impacts the financial industry in 2018

Posted by Felipe Gil on Oct 2, 2018 9:33:00 AM

By overlooking the power of digital tools marketing strategies can fall behind their objectives. To digitize means to rethink the whole marketing strategy, but the benefits are worth the effort.

Nobody can deny that in the world we live, technology is growing at a fast pace. This, of course, brings changes to our daily life and very often we find ourselves in the need to adapt and relearn how to do things differently than we used to. The financial industry is no exception.

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Topics: Prisma Campaigns, Ominchannel cross-selling, Ominchannel Marketing, Marketing Automation

Changing the doorbell for the ringtone: banking clients, digital media and the road ahead for banks

Posted by Felipe Gil on Sep 20, 2018 10:15:02 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, Marketing Automation, Banking, Financial

PRISMA CAMPAIGNS listed in the top 20 most user-friendly marketing automation software reporte of CAPTERRA

Posted by Felipe Gil on May 3, 2018 12:54:00 PM

We are happy to announce that Prisma Campaigns has been named a Top 20 Most User-Friendly Marketing Automation Software by Capterra, the leading online resource for business software buyers.

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Topics: Ominchannel cross-selling, Ominchannel Marketing, Marketing Automation, Prisma Campaigns

New release V2.6.81

Posted by Ianai Urwicz on Feb 2, 2018 3:53:00 PM

January has come to pass and we have exciting news to share! We’ve released a new version of Prisma Campaigns, which is a result of the hard work of our team during the last weeks. Lots of the new features are the result of feedback provided by our clients while working closely with them implementing effective campaigns in the real world. Within the improvements in this release, there are a few we would like to highlight...

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Topics: Prisma Campaigns, Marketing Automation, Ominchannel Marketing

Top 2018 trends for financial institutions that will shape the world

Posted by Felipe Gil on Jan 20, 2018 11:15:00 AM

New year, new rules, 2018 has started with extra fuel, so, we are here to share some vital information, we are going to talk about the most important trends that you should take into account this year. We’ll be sharing the results of a study performed by Digital Banking Report, focused on retail banking and credit unions. 

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Topics: Financial, Ominchannel cross-selling, Marketing Automation

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