Most credit unions have strong onboarding programs in place, welcoming new members and setting the tone for a lasting relationship. Onboarding is important, but lasting member connections are built...
The onboarding phase of a consumer journey is important because it sets the tone for the future relationship. This initial onboarding period welcomes new consumers into your financial institution and...
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...
Another Holiday season has arrived and we’re answering some of clients’ wish list items for Prisma’s product suite. It is no news that we at Prisma try very hard to keep up with the needs of our...