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09 May 2022
3 min read

Balancing Smart Data With Privacy Best Practices

Data allows financial institutions to target personalized offers and enhance the consumer experience, but as cybercrime and online and mobile banking use increase, data privacy has become one of...

25 Apr 2022
2 min read

Good and Bad Financial Data Behavior

Some experts suggest that financial institutions have access to more consumer data than any other industry. There are several types of valuable data that institutions use to create personalized...

05 Apr 2022
4 min read

Marketing Language for Financial Institutions

Financial services can be complex, and financial language is known for confusing jargon and complicated terminology. It’s important for financial marketing to be as transparent and straightforward as...

21 Mar 2022

Brick-and-Mortar Goes Digital

Many people remember walking into their local brick-and-mortar branch as one of the foundational memories in their financial journey. Despite digital transformations taking place across the financial...

28 Feb 2022

Essential Email Marketing Best Practices

Email marketing is one of the most reliable and powerful ways to connect with consumers, introduce new products, and increase conversions. Sending an email is easy, but getting them delivered,...

02 Feb 2022

Savvy Scenarios: Get On Board With New Consumers

For our third Savvy Scenario, we hone in on marketing to one phase of the consumer journey. Each person’s experience with your institution is unique, and people discover new products and develop...

17 Jan 2022

Level Up Your Gamified Marketing

One thing us consumers have in common is our attention span. We prefer digestible content and quick bursts of activity that don’t take large chunks of time away from our busy schedules. Gamified...

21 Dec 2021

The High-Performance Financial Marketing Triggers That Build Trust

The goal of trigger marketing is to deliver the right message to the right consumers at the right time. If you’ve received a happy birthday email, a shopping cart abandonment reminder, or a...

06 Dec 2021

Pre-Qualified Financial Marketing That Scales

Financial institutions often target consumers through pre-qualified marketing to deliver highly personalized offerings, pinpoint cross-selling opportunities, and establish long-term...

15 Nov 2021

Small Data Generates the Biggest Wins

You’ve probably heard that banks and credit unions have access to a treasure trove of consumer data. In the past, financial institutions struggled with data silos, and valuable data was often...

01 Nov 2021

Savvy Scenarios: Marketing to Technologists with Technographic Data

In this installment of Prisma’s Savvy Scenarios series, we focus on how financial institutions utilize technographic data to create high-performing marketing campaigns. During the pandemic, the...