personalization

28 Feb 2024

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...

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...

15 Jun 2023

CUNA's Digital Marketing School 2023 Recap

Recently, we had the opportunity to attend the CUNA Digital Marketing School in Phoenix, AZ as both a speaker and sponsor. Having participated in a virtual version of the school during the pandemic,...

24 May 2023

Trellance 2023 Annual Conference Recap

We are just back from beautiful Ft Lauderdale, where we attended and sponsored the Trellance Conference. Titled "Beyond Data: What to Do with It?", the conference brought together industry leaders...

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...

19 Jul 2022

The Prisma Sequence for Marketing Success

At Prisma Campaigns, our mission is to bring true value to financial institutions through automated, intelligent communication. The financial landscape is competitive, and we recognize the importance...

21 Jun 2022

A/B Testing

As financial marketers, we’re always searching for ways to improve ad performance. A/B testing, otherwise known as split testing, is a popular way to do so. Simply put, marketers test two versions of...

12 Apr 2022

Interview of Prisma Campaigns' CEO at CUNA GAC 2022

Listen to Prisma Campaigns' CEO Felipe Gil talk about what makes Prisma a good fit for credit unions, during his interview at CUNA GAC 2022. Discover what he sees as the benefits of Prisma, the way...

09 Sep 2021
5 min read

The Evolution of Financial Services Technology

The financial services industry is barely recognizable from two decades back. Advancements in technology have ushered in a new era in banking. From smartphones to big data, the landscape has evolved...

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,...

09 Aug 2021
4 min read

How technology and content can elevate cross-selling strategies

Clearly, no marketer wakes up and says "today I am going to annoy my customers and train them to ignore my messages". However, despite our best intention and effort, too often our messages are...