--- title: Prisma's Marketing automation Blog | Marketing Automation (4) description: Marketing Automation | Our blog talks about omnichannel marketing for banks and credit unions. Prisma Campaigns is an all-in-one marketing automation software for financial institutions. (4) --- [![Prisma Campaigns](https://resources.prismacampaigns.com/hubfs/Logos/prisma-campaigns-logo.svg "Prisma Campaigns")](https://prismacampaigns.com/) - Challenges we solve - [Grow membership](https://prismacampaigns.com/challenges/grow-membership/) - [Drive loan and deposit growth](https://prismacampaigns.com/challenges/drive-loan-and-deposit-growth/) - [Improve member's financial well-being](https://prismacampaigns.com/challenges/improve-member-financial-wellbeing/) - [Elevate digital experiences](https://prismacampaigns.com/challenges/elevate-digital-experiences/) - [Do more with existing resources](https://prismacampaigns.com/challenges/do-more-with-existing-resources/) - [Our solution](https://prismacampaigns.com/features/) - [Marketing automation](https://prismacampaigns.com/features/) - [Predictive analytic models](https://prismacampaigns.com/offer/predictive-analytics/) - [Direct deposit switch](https://prismacampaigns.com/offer/direct-deposit-switch/) - [Migration services](https://prismacampaigns.com/migration-services/) - [Prisma campaigns accelerator](https://prismacampaigns.com/offer/campaigns-accelerator/) - Resources - [Blog](https://resources.prismacampaigns.com/blog) - [News](https://resources.prismacampaigns.com/blog/tag/press-releases) - [Digital library](https://prismacampaigns.com/digital-library/) - [Webinars](https://prismacampaigns.com/webinar-recordings/) - [Short videos](https://prismacampaigns.com/mapping-the-data-maze-short-video-series/) - [Case studies](https://prismacampaigns.com/case-studies/) - Our company - [About](https://prismacampaigns.com/about-us/) - [Partners](https://prismacampaigns.com/partners/) - [Why Prisma?](https://prismacampaigns.com/why-prisma/) - [Request a demo](https://prismacampaigns.com/schedule-demo/) # marketing automation Topics | Subscribe | Trending 29 May 2024 [Events](https://resources.prismacampaigns.com/blog/tag/events) [Marketing Automation](https://resources.prismacampaigns.com/blog/tag/marketing-automation) [Marketing](https://resources.prismacampaigns.com/blog/tag/marketing) 3 min read ## [Navigating the Future and AI: Recap of the Financial Brand Forum 2024](https://resources.prismacampaigns.com/blog/2024-financial-brand-forum-recap) 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... By [Camilo Alvarez](https://resources.prismacampaigns.com/blog/author/camilo-alvarez) 16 May 2024 [Marketing Automation](https://resources.prismacampaigns.com/blog/tag/marketing-automation) [Marketing Strategy](https://resources.prismacampaigns.com/blog/tag/marketing-strategy) 2 min read ## [Speak Money: Simplifying Financial Jargon for Credit Union Members](https://resources.prismacampaigns.com/blog/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... By [Clara Hori](https://resources.prismacampaigns.com/blog/author/clara-hori) 24 Apr 2024 [Marketing Automation](https://resources.prismacampaigns.com/blog/tag/marketing-automation) [Marketing Strategy](https://resources.prismacampaigns.com/blog/tag/marketing-strategy) 2 min read ## [Accelerating Digital Transformation in Banking: A Strategic Approach to Vendor Selection](https://resources.prismacampaigns.com/blog/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... By [Clara Hori](https://resources.prismacampaigns.com/blog/author/clara-hori) 28 Mar 2024 [Events](https://resources.prismacampaigns.com/blog/tag/events) [Marketing Automation](https://resources.prismacampaigns.com/blog/tag/marketing-automation) [Marketing](https://resources.prismacampaigns.com/blog/tag/marketing) 2 min read ## [2024 Marketing & Business Development Council Conference Recap](https://resources.prismacampaigns.com/blog/2024-mbd-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... By [Camilo Alvarez](https://resources.prismacampaigns.com/blog/author/camilo-alvarez) 13 Mar 2024 [Events](https://resources.prismacampaigns.com/blog/tag/events) [Marketing Automation](https://resources.prismacampaigns.com/blog/tag/marketing-automation) [Marketing](https://resources.prismacampaigns.com/blog/tag/marketing) 3 min read ## [2024 GAC Recap - from CUNA to America's Credit Unions](https://resources.prismacampaigns.com/blog/2024-gac-recap) 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... By [Camilo Alvarez](https://resources.prismacampaigns.com/blog/author/camilo-alvarez) 28 Feb 2024 [Marketing Automation](https://resources.prismacampaigns.com/blog/tag/marketing-automation) [Personalization](https://resources.prismacampaigns.com/blog/tag/personalization) [Segmentation](https://resources.prismacampaigns.com/blog/tag/segmentation) [Marketing Strategy](https://resources.prismacampaigns.com/blog/tag/marketing-strategy) [Customer Data](https://resources.prismacampaigns.com/blog/tag/customer-data) 3 min read ## [Utilizing Automation to Increase Loan and Deposit Accounts](https://resources.prismacampaigns.com/blog/utilizing-automation-to-increase-loan-and-deposit-accounts) In today's competitive landscape, financial institutions (FIs) face the constant challenge of growing their loan and deposit accounts. One effective solution lies in embracing... By [Clara Hori](https://resources.prismacampaigns.com/blog/author/clara-hori) 04 Jan 2024 [Case Studies](https://resources.prismacampaigns.com/blog/tag/case-studies) [Digital Marketing](https://resources.prismacampaigns.com/blog/tag/digital-marketing) [Marketing Automation](https://resources.prismacampaigns.com/blog/tag/marketing-automation) [Marketing Strategy](https://resources.prismacampaigns.com/blog/tag/marketing-strategy) 2 min read ## [Digital Transformation in Action: CU of Colorado's Innovative Journey](https://resources.prismacampaigns.com/blog/digital-transformation-in-action-cu-of-colorado-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... By [Clara Hori](https://resources.prismacampaigns.com/blog/author/clara-hori) 21 Dec 2023 [Case Studies](https://resources.prismacampaigns.com/blog/tag/case-studies) [Marketing Automation](https://resources.prismacampaigns.com/blog/tag/marketing-automation) [Customer Loyalty](https://resources.prismacampaigns.com/blog/tag/customer-loyalty) 3 min read ## [Crafting Advanced Campaigns with Purpose](https://resources.prismacampaigns.com/blog/emprise-bank-case-study) 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... By [Clara Hori](https://resources.prismacampaigns.com/blog/author/clara-hori) 06 Dec 2023 [Case Studies](https://resources.prismacampaigns.com/blog/tag/case-studies) [Marketing Automation](https://resources.prismacampaigns.com/blog/tag/marketing-automation) [Lead Generation](https://resources.prismacampaigns.com/blog/tag/lead-generation) 3 min read ## [Removing Barriers and Expanding Membership](https://resources.prismacampaigns.com/blog/idb-case-study) 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,... By [Clara Hori](https://resources.prismacampaigns.com/blog/author/clara-hori) 24 Oct 2023 [Case Studies](https://resources.prismacampaigns.com/blog/tag/case-studies) [Marketing Automation](https://resources.prismacampaigns.com/blog/tag/marketing-automation) 3 min read ## [Making a Difference with Marketing Automation](https://resources.prismacampaigns.com/blog/oregonians-case-study) 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... By [Clara Hori](https://resources.prismacampaigns.com/blog/author/clara-hori) 12 Oct 2023 [Marketing Automation](https://resources.prismacampaigns.com/blog/tag/marketing-automation) [Marketing Strategy](https://resources.prismacampaigns.com/blog/tag/marketing-strategy) [Customer Data](https://resources.prismacampaigns.com/blog/tag/customer-data) 3 min read ## [Predictive Analytics and Advanced Campaigns](https://resources.prismacampaigns.com/blog/predictive-analytics-campaigns) Financial institutions are always looking for a competitive edge. With the advent of more advanced machine learning and data-gathering techniques, the use of predictive analytics has become an... By [Clara Hori](https://resources.prismacampaigns.com/blog/author/clara-hori) [Load More Posts](https://resources.prismacampaigns.com/blog/tag/marketing-automation/page/5) ## Marketing automation and personalization insights for banks and credit unions delivered to your inbox. ### Topics - [Marketing Automation](https://resources.prismacampaigns.com/blog/tag/marketing-automation) - [Marketing Strategy](https://resources.prismacampaigns.com/blog/tag/marketing-strategy) - [Press Releases](https://resources.prismacampaigns.com/blog/tag/press-releases) - [Events](https://resources.prismacampaigns.com/blog/tag/events) - [Omnichannel marketing](https://resources.prismacampaigns.com/blog/tag/omnichannel-marketing) - [Digital Marketing](https://resources.prismacampaigns.com/blog/tag/digital-marketing) - [Personalization](https://resources.prismacampaigns.com/blog/tag/personalization) - [Marketing](https://resources.prismacampaigns.com/blog/tag/marketing) - [Consumer Journey](https://resources.prismacampaigns.com/blog/tag/consumer-journey) - [Segmentation](https://resources.prismacampaigns.com/blog/tag/segmentation) - [Customer Data](https://resources.prismacampaigns.com/blog/tag/customer-data) - [Email Marketing](https://resources.prismacampaigns.com/blog/tag/email-marketing) - [COVID-19](https://resources.prismacampaigns.com/blog/tag/covid-19) - [Case Studies](https://resources.prismacampaigns.com/blog/tag/case-studies) - [Channel Optimization](https://resources.prismacampaigns.com/blog/tag/channel-optimization) - [Onboarding](https://resources.prismacampaigns.com/blog/tag/onboarding) - [Prisma Highlights](https://resources.prismacampaigns.com/blog/tag/prisma-highlights) - [Lead Generation](https://resources.prismacampaigns.com/blog/tag/lead-generation) - [Data](https://resources.prismacampaigns.com/blog/tag/data) - [Share of Wallet](https://resources.prismacampaigns.com/blog/tag/share-of-wallet) - [Webinars](https://resources.prismacampaigns.com/blog/tag/webinars) - [Customer Loyalty](https://resources.prismacampaigns.com/blog/tag/customer-loyalty) - [Product Updates](https://resources.prismacampaigns.com/blog/tag/product-updates) - [Savvy Scenarios](https://resources.prismacampaigns.com/blog/tag/savvy-scenarios) - [Cross-Sell](https://resources.prismacampaigns.com/blog/tag/cross-sell) - [Life Stage](https://resources.prismacampaigns.com/blog/tag/life-stage) - [Media](https://resources.prismacampaigns.com/blog/tag/media) - [AI](https://resources.prismacampaigns.com/blog/tag/ai) - [Gamification](https://resources.prismacampaigns.com/blog/tag/gamification) - [Nurturing](https://resources.prismacampaigns.com/blog/tag/nurturing) ### Subscribe to Email Updates ### Trending [ABA Bank Marketing Conference 2026: Turning Customer Data Into Marketing Action](https://resources.prismacampaigns.com/blog/aba-bank-marketing-conference-2026-key-takeaways) Oct 01 2026 [MAC Conference 2026: Rethinking human connection in the age of AI](https://resources.prismacampaigns.com/blog/mac-conference-2026-rethinking-human-connection-in-the-age-of-ai) Sep 23 2026 [Your credit union has the technology. Can marketing actually use it?](https://resources.prismacampaigns.com/blog/where-does-marketing-automation-fit-in-a-credit-unions-tech-stack) Sep 09 2026 [What should financial institutions look for in a marketing automation platform?](https://resources.prismacampaigns.com/blog/what-should-financial-institutions-look-for-in-a-marketing-automation-platform) Aug 20 2026 [Larky & Prisma partner to deliver coordinated omnichannel engagement](https://resources.prismacampaigns.com/blog/larky-prisma-partner-to-deliver-coordinated-omnichannel-engagement) Jul 29 2026 [SunWest FCU Selects Prisma Campaigns for Personalization & Engagement](https://resources.prismacampaigns.com/blog/sunwest-fcu-selects-prisma-campaigns-for-personalization-engagement) Jul 02 2026 [A growth-generating Referral Campaign](https://resources.prismacampaigns.com/blog/a-growth-generating-referral-campaign) Jun 18 2026 [Customer data your financial institution already has and isn't using](https://resources.prismacampaigns.com/blog/customer-data-your-financial-institution-already-has-and-isnt-using) Jun 11 2026 [The hidden cost of uncoordinated member communication](https://resources.prismacampaigns.com/blog/the-hidden-cost-of-uncoordinated-member-communication) May 28 2026 [West Community Credit Union partners with Prisma Campaigns to improve member communications](https://resources.prismacampaigns.com/blog/west-community-credit-union-partners-with-prisma-campaigns-to-improve-member-communications) May 06 2026 ![Prisma Campaigns](https://prismacampaigns.com/wp-content/uploads/2023/09/prisma-logo-wireframe-white.svg) ## Get in Touch 66 W Flagler St, 9th floor, Miami, FL, 33130, USA +1 (786) 808-1828 [info@prismacampaigns.com](mailto:info@prismacampaigns.com) ## Challenges We Solve - [Grow membership](https://prismacampaigns.com/challenges/grow-membership/) - [Drive loan and deposit growth](https://prismacampaigns.com/challenges/drive-loan-and-deposit-growth/) - [Improve member's financial wellbeing](https://prismacampaigns.com/challenges/improve-member-financial-wellbeing/) - [Elevate digital experiences](https://prismacampaigns.com/challenges/elevate-digital-experiences/) - [Do more with existing resources](https://prismacampaigns.com/challenges/do-more-with-existing-resources/) ## Product - [Marketing automation](https://prismacampaigns.com/features/) - [Predictive analytic models](https://prismacampaigns.com/offer/predictive-analytics/) - [Direct deposit switch](https://prismacampaigns.com/offer/direct-deposit-switch/) - [Migration services](https://prismacampaigns.com/migration-services/) - [Prisma campaigns accelerator](https://prismacampaigns.com/offer/campaigns-accelerator/) ## Resources - [Blog](https://resources.prismacampaigns.com/blog) - [News](https://resources.prismacampaigns.com/blog/tag/press-releases) - [Digital library](https://prismacampaigns.com/digital-library/) - [Webinars](https://prismacampaigns.com/webinar-recordings/) - [Short videos](https://prismacampaigns.com/mapping-the-data-maze-short-video-series/) - [Case studies](https://prismacampaigns.com/case-studies/) ## Our Company - [About us](https://prismacampaigns.com/about-us/) - [Partners](https://prismacampaigns.com/partners/) - [Why Prisma?](https://prismacampaigns.com/why-prisma/) ![GDPR Compliant, SOC2, Amazon Web Services](https://prismacampaigns.com/wp-content/uploads/2023/09/footer-logos-1.png) - [![Twitter / X](https://prismacampaigns.com/wp-content/uploads/2023/09/footer-icon-twitter.svg)](https://twitter.com/prismacampaigns) - [![Facebook](https://prismacampaigns.com/wp-content/uploads/2023/09/footer-icon-facebook.svg)](https://www.facebook.com/PrismaCampaigns/) - [![LinkedIn](https://prismacampaigns.com/wp-content/uploads/2023/09/footer-icon-linkedin.svg)](https://www.linkedin.com/company/prismacampaigns) Copyright © 2026 Prisma Campaigns. 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