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09 Sep 2021
5 min read

The Evolution of Financial Services Technology

The financial services industry is barely recognizable from two decades back. Advancements in technology have ushered in a new era in banking. From smartphones to big data, the landscape has evolved...

07 Sep 2021
5 min read

Seven 21st-Century Approaches to Segmentation

Have you heard the expression “sell more by selling less?” Marketers have long used the process of segmentation to divide a marketplace into smaller parts and make messaging more definable,...

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24 Aug 2021
4 min read

How to Be an Effective Financial Marketing Leader

All good leaders possess a few common traits. Some of these ubiquitous qualities include confidence, communication skills, integrity, and a vision for improvement. At Prisma, we believe that great...

09 Aug 2021
4 min read

How technology and content can elevate cross-selling strategies

Clearly, no marketer wakes up and says "today I am going to annoy my customers and train them to ignore my messages". However, despite our best intention and effort, too often our messages are...

27 Jul 2021

How can technology help your FI sell more and sell better? (Part 2)

In part two of this blog series, we discuss the remaining two core functionalities at the heart of our software, and share how they help banks and credit unions sell more and sell better.   

14 Jul 2021

How can technology help your FI sell more and sell better? (Part 1)

You might know us as an all-in-one marketing automation software for banks and credit unions—one that lets our customers send hyper-personalized marketing campaigns across all channels. But, we often...

07 Jul 2021
4 min read

Top tactics to increase share of wallet in banking

Share of wallet (SOW) is one of the best indicators of loyalty. It provides a great way to objectively evaluate how well your cross-selling and customer retention strategies are working.

09 Jun 2021
3 min read

In The Financial Brand: vendor synergy to accelerate digitalization

Digital transformation, and the foundation required to support it, cannot be cut short. But, banks and credit unions that have catching up to do can benefit from working with providers that take a...

01 Jun 2021
5 min read

Emerging from the pandemic - what we’re hearing

Coming out of the pandemic, no doubt there will be a big adjustment to society and the economy as a whole, and there’s a healthy debate about what's transitory and what's not, and how to reactivate...

18 May 2021
10 min read

Four decisions to make before running any personalized campaign

Since publishing Ron Shevlin’s The Roadmap to Personalization in Banking report, we continue to receive requests for specifics. People have loved Ron’s recommendations and they want to know how they...