The challenge

FIs know what they want:

•  #1 marketing objective for FIs in last 5 years: deepen customer relationships, increase share of wallet. 

• Digital channels adoption is constantly increasing: selling through multiple channels is mandatory.

• They have access to lot of valuable data and knowledge about their customers.

 But they still:

• Broadcast generic offers to their customer base, reducing chances of engagement and conversion.

•  Don’t communicate consistently with their customer across different channels, negatively impacting CX. 

• Invest a lot of time and resources to run inefficient campaign management processes, with slow feedback loops

 How to improve cross-selling in a complex omnichannel world?

The Solution

Make each client feel special through effective omnichannelmarketing campaigns orchestration 

Our Customers

 How it works? 

Take a peak at our demo from Finovate Fall 2018

• 100% designed for FIs. 
  Understands the Financial Institutions needs including policies, processes and security requirements

• True omnichannel marketing. 

• Increase Cross-Sell and Upsell 
  Closes the gap between Sales and Marketing. Boost your ROI by +20% with automated cross and upsell campaigns

• Fits Financial Institutions of any size 
  Meets the requirements of every single FI, from $200 million to over $200 billion in assets

• Best in class API integration 
  Fast and easy integration reducing adoption cycles. Go live in less than 4 weeks

Features

What does Prisma Campaigns bring to you?

 For the Marketing Team

• Centralized campaign repository

• Inbound & Outbound multichannel campaigns 

• Web & Mobile banners and popups 

• Emails & banners real-time content personalization

• Personalization of messages within the conversion funnel

•  Personalization preview at design time 

• Marketing Calendar

•  A/B Testing on banners, e-mails and funnels

• Predictive ML based campaign & messages prioritization
• Outbound delivery forecaster 

• E-mail templates and landing pages 

• Dismiss campaign and unsubscribe options 
• Simple integration of campaigns on social networks through referral links

 For the Sales Team

• Audience management through central repository of segments
• Smart targeting based on behavioral information, demographic & other variables 

• Predefined high level conditions for simple segment definition 

• Manual and automatic import of external segmentation data 

• Dynamic addition of new fields to the client's profile 

• Multistep conversion & onboarding process (Forms, Conditions)

• Dynamic forms for data capture

• Event triggered campaigns

• Real time campaign monitoring & analysis

• Customer Journey of all client's interaction

•  Web Activity Tracking

• Automatic bi-directional Backoffice/CRM data synchronization

For the Operation Team 

• Easy integration with external data sources 

• Software Development Kit (SDK) for cost-effective integration of multiple channel 

• REST API based integration 

• Funnel extensibility support (add-ins) 

• Campaign audit log for change tracking 

• Office Channels (ATM, IVR, Branch, etc…)

•  Webservicesupport for Backofficeintegrations 

• Review and approval workflow for campaign content

• Custom outbound contact policies 

• Custom user roles 

• Custom user security policies 

• LDAP/ MS Active Directory integration

Prisma Campaigns is:

 An innovative approach

• Segmented and personalized campaigns
• Fully omnichannel
• Machine Learning based prioritization 
• With Real-time tracking and adjustment wallet

Designed for FIs needs

• Easy integration and omplementation
• Fast time to market
• Delivered SaaSor on-premise

With the best ROI

• Capitalize customers relations
• Increase campaigns conversions
• Execute effective cross-selling
• Increase customer share of

PRISMA STAND OUT!

Was listed in the top 20 most user-friendly marketing automation software reporte of CAPTERRA

Do you want to request a demo to test it for yourself? Request it to our team!