case studies

04 Jan 2024

Digital Transformation in Action: CU of Colorado's Innovative Journey

In the dynamic world of financial solutions, Credit Union of Colorado's recent strategy to increase deposits and streamline Certificate of Deposit (CD) sales online stands as a testament to their...

21 Dec 2023

Crafting Advanced Campaigns with Purpose

Financial institutions all over the world are trying to restructure their digital marketing efforts to align with the needs of their customers. More than ever, it is essential that an FI’s digital...

06 Dec 2023

Removing Barriers and Expanding Membership

Even for the largest credit unions, consistent growth is essential. Expanding your base allows you to provide more for your existing members, and to prepare better for the future. When growth slows,...

24 Oct 2023

Making a Difference with Marketing Automation

Credit unions have a long history of supporting local communities through charity work, community outreach, and other initiatives. By providing this support to the people and businesses in their...

27 Sep 2023

Transforming the Digital Experience with Automation from Prisma

As a financial institution, one of the most crucial aspects of a good marketing strategy is ensuring your members’ digital experience is top-notch. Estimates put the range of digital interaction...

06 Sep 2023

How Prisma Helped a Credit Union Thrive With Marketing Automation

Implementing marketing automation for your financial institution can feel intimidating. After all, you’re entrusting your account holders’ data to a complicated piece of software. But with a...