segmentation

30 Jan 2024

Maximizing Loan and Deposit Growth: A Data-Driven Approach

In the rapidly evolving current landscape, Financial Institutions (FIs) are increasingly recognizing the need to leverage data-driven strategies to maximize loan and deposit growth. This approach...

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...

13 Dec 2022

How to Implement Micro-Demographic Targeting

If you want your campaign to reach the right people at the right time, you should consider micro-demographic targeting. Every customer/member at your FI has distinct financial needs, and it’s...

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...

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...

07 Sep 2021

Seven 21st-Century Approaches to Segmentation

Have you heard the expression “sell more by selling less?” Marketers have long used the process of segmentation to divide a marketplace into smaller parts and make messaging more definable,...