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18 Oct 2021
4 min read

9 Ways to Effectively Cross-Sell Without Angering Your Audience

Financial institutions and their marketing teams should have one goal in mind: to improve their consumers’ financial well-being. Discussing finances can cause feelings of vulnerability and...

06 Oct 2021
3 min read

CUNA Strategic Services chooses Prisma Campaigns as preferred provider

MADISON, Wis., (October 6th, 2021) - Today, CUNA Strategic Services (CSS) announced that Prisma Campaigns, has been selected as the newest alliance provider, and the preferred marketing automation...

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27 Sep 2021

Savvy Scenarios: Life Stages Fueled By Data

In Prisma’s Savvy Scenarios series, we’ll cover use cases and strategies that lead to successful, data-driven marketing automation. Financial institutions are privy to customer data, and utilizing...

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

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,...

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.