marketing automation

23 Oct 2024

Winning the Battle for Primacy: How Instant Direct Deposit Switch Can Transform Your Credit Union

Imagine being asked to print a form, sign it, and deliver it somewhere. How likely are you to do it right away? Or, if you could do it online but had to wait months for processing, would you rush?...

26 Sep 2024

Vendor Partnerships That Work: How Credit Unions Choose Wisely

Over the past few years, we've conducted interviews with our customers to gain insights into what credit unions value in our partnership and where we can improve. If budget season has you reflecting...

29 Aug 2024

Navigating the Balance: Integrating Human Touch with Technology

In the fast-paced world of financial services, how can credit unions strike a balance between providing fast, efficient service and maintaining a personal, empathetic connection with members? A sort...

17 Jul 2024

The Power of Generative AI with Prisma Campaigns

In the ever-evolving landscape of digital marketing, staying ahead of the curve is essential for success. Today, one of the most significant advancements transforming the marketing world is...

26 Jun 2024

The Importance of limiting the number of Emails and Text Messages

Digital marketing relies heavily on automation tools to streamline processes and personalize interactions. However, setting limits on outbound communication (emails, text messages, and push...

13 Jun 2024

Interview of Prisma's Head of Growth at The Financial Brand Forum 2024

Listen to Mike Lawson with CUBroadcast interviewing Prisma Campaigns' Head of Growth at the Financial Brand Forum 2024. Discover some highlights of the event, how AI was the trending topic, and how...

29 May 2024

Navigating the Future and AI: Recap of the Financial Brand Forum 2024

We are just back from Las Vegas, where we sponsored the Financial Brand Forum at the Aria Hotel. This event is one of the most important for banks and credit unions and brings together some 1200...

16 May 2024

Speak Money: Simplifying Financial Jargon for Credit Union Members

Much like a skilled mechanic simplifies auto repair details for their customers, financial marketers work to clarify daunting financial concepts like APR, dividends, compound interest, and...

24 Apr 2024

Accelerating Digital Transformation in Banking: A Strategic Approach to Vendor Selection

Recently, the concept of "digital transformation" has evolved. It’s no longer seen as a finite goal for businesses to achieve and then consider themselves "done," but rather as an ongoing adaptation...

28 Mar 2024

2024 Marketing & Business Development Council Conference Recap

Last week, we attended the 2024 America's Credit Unions Marketing & Business Development Council Conference in Las Vegas. Unlike the much larger Governmental Affairs Conference (GAC), this event...

13 Mar 2024

2024 GAC Recap - from CUNA to America's Credit Unions

Last week, we attended the America's Credit Unions Governmental Affairs Conference (GAC) 2024, held at the Walter E. Washington Convention Center in Washington, DC. This was the first gathering of...