Choosing a Marketing Automation Platform

A guide for Financial Institutions

A high-caliber marketing platform can deepen relationships, improve loyalty, and increase share of wallet. But, selecting one for your FI isn't so straightforward.


In this eBook you will learn: 

  The benefits of an agile marketing platform.

  17 personalization capabilities that FIs truly need.

  The various approaches a platform can take toward 7 critical features.

  How to seize opportunities by playing to your 3 industry-specific strengths.

  The difference between cross-industry platforms and industry-specific ones.

  What kind of data you need to power up automation and personalization.

Download the free ebook now!

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About Prisma Campaigns

Prisma Campaigns is an all-in-one marketing automation platform specially designed for banks and credit unions. Leverage your data to deliver next-best-offers, personalized and across all channels: email, text, online banking, mobile app and more.