marketing strategy

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

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 relationships....

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...

26 Oct 2021

Highlights from the 2021 ABA Bank Marketing Conference

We recently sponsored the American Banking Association (ABA) 2021 Bank Marketing Conference (BMC), which took place virtually Sept 27 and 28, 2021. Though we were disappointed we couldn't attend in...

18 Oct 2021

9 Ways to Effectively Cross-Sell Without Angering Your Audience

Financial institutions and their marketing teams should have one goal in mind: to improve their consumers’ financial well-being. Discussing finances can cause feelings of vulnerability and...

27 Sep 2021

Savvy Scenarios: Life Stages Fueled By Data

In Prisma’s Savvy Scenarios series, we’ll cover use cases and strategies that lead to successful, data-driven marketing automation. Financial institutions are privy to customer data, and utilizing...