marketing automation

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...

20 Sep 2023

Better Remarketing

We’ve all left a website with a full shopping cart, only to forget about it and move on. How companies go about reminding you of your intent to purchase can make a massive difference in their...

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...

26 Jul 2023

Using Marketing Automation Beyond Marketing

Prisma’s marketing automation solutions have helped hundreds of financial institutions realize their true potential, and assisted them in creating personalized campaigns that speak to the heart of...

12 Jul 2023

Reducing Opt-Outs

Today’s most successful marketing campaigns all rely on multiple channels to get the word out. Businesses take advantage of email, SMS, and online advertising to ensure that their audience is...

28 Jun 2023

The Best Parties are the Zero Party and First Party

Data has always been one of the most important tools in a marketing team’s arsenal. It helps us make predictions, and allows us to look more clearly at the results of our efforts. However, not all...

07 Jun 2023

Automated and Artificial Intelligence

Over the past year, you’ve probably seen headlines announcing massive leaps in the capabilities of artificial intelligence. Teams are using AI to generate content and to manage data much more...

03 May 2023

Marketing Automation Challenges and How to Overcome Them

Marketing automation technology can help financial institutions interpret data, enhance the quality of leads, and create consistency in their brand presence and marketing materials. Sounds great,...

25 Jan 2023

February & March Events 2023

2023 has already started, and we're thrilled to announce that we're kicking off the year with a bang. Once again we are attending two major credit union events. These events are an excellent...

23 Nov 2022

Financial Brand Forum 2022 - Recap

I am just back from my first time in Vegas and The Financial Brand’s #FBForum. I had a great time meeting our clients in person and talking to marketers about how their teams can deliver the best...

18 Aug 2022

Capturing Loans and Converting Indirect Consumers

Indirect loans have become more popular in the last decade, and this type of loan can generate substantial loan portfolio growth for banks and credit unions. Typically, a financial institution...