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

2 Truths and 2 Lies. Marketing Personalization for Banks and Credit Unions

Posted by Gaston Vizziano on Feb 6, 2020 8:15:13 AM

Thanks to eCommerce giants like Amazon, consumers expect all of their transactions and online interactions to function similarly. Indeed, using marketing personalization, financial institutions can develop targeted marketing campaigns for their members.

But even with the growing adoption of personalization, there are still some misconceptions about the theme. Let's see if you can sleuth out which of these statements are outright personalization lies!

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Topics: Ominchannel Marketing, Prisma Campaigns, Credit Unions, Digital Banking, Agile Marketing

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.

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Topics: Ominchannel Marketing, Marketing Automation, Digital marketing Campaign

Agile in digital marketing? Get it done!

Posted by Ianai Urwicz on Apr 10, 2019 9:27:00 AM

Being on time or complying with a due date is a nightmare for everyone. In marketing, sending an e-mail is a time-sensitive affair due to special offers and holidays.

We all want to work with plenty of time ahead, but... how can we do that?

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Topics: Ominchannel Marketing, digital marketing in FIs

Adopting new platforms in marketing. The APIs!

Posted by Felipe Gil on Apr 4, 2019 9:23:00 AM

It is hard to find a bank or credit union whose IT systems are homogeneous, i.e. belonging to a single vendor. More often we come across a wide plethora of brands, models and versions or various eras.

Therefore, interoperability is the keyword that system implementers and users (such as financial institutions) are taking a serious look at, especially when choosing a management system.

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Topics: Ominchannel Marketing, Marketing Automation, Prisma Campaigns

The 5 key benefits of using a marketing automation platform

Posted by Ianai Urwicz on Mar 13, 2019 8:58:00 AM

Imagine if you had to write an email to each of your contacts, generate attractive content and also spread it. Marketing today is about tools that facilitate all these aspects to realize a strategy in a successful way.

How can a digital marketing platform help us?

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Topics: Ominchannel Marketing, Marketing Automation, Digital Banking

2019's 6 biggest digital marketing trends in the financial sector

Posted by Felipe Gil on Jan 29, 2019 9:04:00 AM

 

Technology continues to change the way consumers interact with the financial sector, which is why it is essential for banks to keep up with it. 2019 brings new challenges and with them, trends that will prevail throughout the year.

Read more >

Topics: Ominchannel Marketing, digital marketing in FIs

 

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