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.

Read more >

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

Read more >

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!

Read more >

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? 🤔

Read more >

Topics: Ominchannel Marketing, Marketing Automation, Prisma Campaigns, Digital marketing Campaign, Credit Unions, digital marketing in FIs, Agile Marketing

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.

Read more >

Topics: Marketing Automation, 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.

Read more >

Topics: Banking, Marketing Automation, IA, Digital Banking

Marketing in retail banks: all generations, a single campaign

Posted by Ianai Urwicz on Jun 6, 2019 10:45:00 AM

Not long ago I was having a conversation with a friend who is 63 years old and a retired teacher. She was telling me that the night before, having dinner with her husband and two more couples was taken aback when she realized that she was the only one at the table who used homebanking. I was surprised too.

These are all college educated people, 60 to 70 years old, professionals, university teachers, creatives, cultured people, some with managerial positions. They constitute the perfect example for discussing Age Agnosticism: they remain active in their professions, they want to contribute to society, take care of their health, travel as much as they can.

The new kind of mature consumers that no longer have a passive attitude towards aging.

Read more >

Topics: Banking, Marketing Automation, financial institutions, Digital Banking

Best adoption practices for Marketing Automation

Posted by Ianai Urwicz on May 10, 2019 9:07:00 AM

If you are a member or the head of a marketing team with three or more people, chances are you’re already automating basic processes such as sending e-mails. Maybe you’re even planning the switch to a single comprehensive tool.

Read more >

Topics: Ominchannel Marketing, Marketing Automation, Digital marketing Campaign

The diverse bank customer [Digital marketing today]

Posted by Felipe Gil on May 6, 2019 9:24:00 AM

Whose is diverse? 50% plus of any population is female. About 10% of any population define themelves as LGBTQ. Very few countries are racially unique.  Even Japan which, at one time, eschewed immigration and is now encouraging it. 

According to the U.S. Census, more than 50% of the American population is expected to be composed of minority groups by the year 2042. France passed that figure in 2012, the United Kingdom is approaching that figure, Canada is composed of 31% minorities, Australia ditto and so on. And lets not forget those countries, the emerging economies, which are ethically mixed from their inception, Brazil, Argentina, Colombia, South Africa, Singapore, Malaysia and so on.

Taking this reality, what is your FI doing in terms of communication?

Read more >

Topics: Banking, Marketing Automation, Digital marketing Campaign, digital marketing in FIs

We don't accept tokens [Digital marketing today]

Posted by Felipe Gil on Apr 29, 2019 9:38:00 AM

It's too easy to get complacent, for companies to do a bit about diversity and then ease off...

The HR manager of a multinational company received a directive from head office about a company-wide initiative to tackle what was perceived in the company as a lack of diversity. And like all head office directives, it came with  plans to nominate a local responsible, to create committees, sub-committees, to hold regular teleconference meetings, make reports... ¿sounds familiar?

Read more >

Topics: Banking, Marketing Automation, Digital marketing Campaign, digital marketing in FIs

 

Like what you read? Share it with your colleagues: