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Omnichannel cross-selling made easy

Because every customer is unique

Viva, Las Vegas!

Posted by Felipe Gil on Apr 15, 2019 12:04:45 PM

This week, from April 15-17, our team will be at the Financial Brand Forum at Ceasar's Palace!

This three-day event, organized by the Financial Brand, is the biggest trade event on marketing, CX and digital transformation in the banking world.

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Topics: Banking, Marketing Automation, Prisma Campaigns, Digital Banking

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

Why AI is the best way to market your FI

Posted by Felipe Gil on Mar 20, 2019 9:05:00 AM

Artificial Intelligence is transforming data management and marketing is no stranger to this trend. It is a great option to achieve the degree of personalization that financial institution clients demand. 

The concept of Artificial intelligence dates back to the mid-1950s and it was not until 2006 and 2010 that it reached the level of development necessary to begin making a reality what until then was only theory. How is it being applied in marketing?

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Topics: Prisma Campaigns, IA, financial institutions

How to increase your ROI with digital marketing

Posted by Ianai Urwicz on Feb 27, 2019 9:02:00 AM

The measurement of ROI: how much it can be improved.

The results of HubSpot's research study on the State of Inbound,  indicate that the majority of marketing professionals worldwide are mainly focused on...

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Topics: Marketing Automation, Prisma Campaigns, Digital marketing Campaign, financial institutions, 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

What your customers expect from your bank in St. Valentine's?

Posted by Felipe Gil on Feb 11, 2019 9:24:36 AM

Are you prepared to let your bank get close and personal?

Customers want speed and efficiency from their banks but they also make it clear, in numerous studies and polls, that they want to enjoy the digital experience, to feel good about their interactions with their banking partners.

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Topics: Banking, Prisma Campaigns, Digital Banking

This is the future of marketing for retail banking

Posted by Felipe Gil on Jan 14, 2019 9:33:00 AM

The 2018 Guide to Financial Marketing report, sponsored by DeLuxe, showed that, compared with other industries, retail banking is trailing behind what the others are doing with regard to the application of advanced marketing technologies.

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Topics: Marketing Automation, Prisma Campaigns

Why banks need an automation plaform designed for the financial sector

Posted by Ianai Urwicz on Dec 20, 2018 7:43:00 AM

A platform designed for the financial market has many advantages: precise segmentation, an automated flow that complies with the strict regulations banks are subjected to, just to name a few but the list continues.

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Topics: Ominchannel Marketing, Finance, Prisma Campaigns, Digital marketing Campaign

What fiancial instituions need to know before adopting a marketing automation platform (Part 3/4)

Posted by Ianai Urwicz on Dec 4, 2018 6:58:00 AM

Once the decision of looking for a marketing automation solution for your financial service is taken, many options arise. But before jumping into the wondrous world of automation platforms for financial marketing, in order to know what to look for, what to avoid, what priorities to set, you might first want to:

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Topics: Ominchannel Marketing, Prisma Campaigns, Digital marketing Campaign

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

 

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