Agile marketing platform for Financial Institutions
Delivering personalization at scale


Today, FIs compete harder than ever for their client’s attention.

To remain top-of-mind, FIs run concurrent marketing campaigns.

Digitalization adds additional complexity to this scenario.

In addition to offline marketing, FIs invest time and resources to coordinate and execute digital marketing campaigns using inefficient processes.

More often than not, campaigns are generic.

Clients are exposed to the campaign that is “broadcasted” today, not to the most relevant one for their unique needs, interests, and behaviors.

Results are usually processed once the campaign is over.

Making changes on a campaign is a complex process that frequently requires the intervention of IT (and thus often comes too late).


Prisma Campaigns is a smart omni-channel marketing campaign solution for financial institutions, which can be deployed in under six weeks

Invest your time in designing marketing campaigns aligned with your clients and business goals, not in executing those campaigns.

Engage users through effective cross-channel communication

Orchestrate your campaigns through all your online and offline channels, automatically such as email, push, in-app, web, SMS, ATM, call centers, social platforms and any other channel.

Create and manage your campaigns using a simple, intuitive, and centralized campaign repository.

Leverage Machine Learning to suggest the Next-Best-Action

Maximize your conversion using the power of Big Data and Machine Learning.

Our industry optimized algorithms define the next best marketing action to make sure your campaigns stay omni-relevant.

Personalize your message to increase user retention

Personalize communications to increase engagement and loyalty.

Contact your clients through their preferred channels, with relevant, personal, and contextual messages.

Optimize your message effectiveness using A/B testing.

Save time and costs with real-time optimization

Learn from your client's actions, needs, and interests in real-time.

Track, analyze, and improve your campaigns, with zero downtime.


What does effective orchestration mean for your clients?

Client Preferences

Rita clicked “I am not interested” on a banner promoting student loans on her web banking. That campaign will not show again for her and the campaign with the next highest probability of conversion will be displayed in her next interaction with the bank.
Laura visited the Personal Loans page three times this week. This behavior triggers us to send her information on what loans are available for her, based on her credit score and any other relevant information we know about her.


Mary just got a loan to purchase her second car. Now is the right moment to suggest car insurance products, as well as some special offers to purchase accessories and services with her credit card.
Rita has just received numerous cash gifts to her account in honor of her wedding. It is the right time to show her the mortgage options available for her new family.


John has a checking account that he manages responsibly. We can offer him an overdraft protection service.
Peter gets his salary through a free salary account. We can offer him to upgrade to a premium account with additional benefits, exclusive rates and products.


Peter got a loan some time ago. He has met his payment deadlines and will soon finish repaying it. Sounds like a good time to offer him a new loan for his next project, with benefits for being a good payer.
Mary bought her first car four years ago. Now is an ideal time to offer her a new car loan.


What does effective orchestration mean for your clients?

Finovate Fall 2018

Watch this 7-minute demo of video, with Prisma Campaigns coming back to Finovate's stage at New York, presenting our new version and how to close the gap between marketing and sales, by executing marketing campaigns and acquisition processes from a single platform.

Finovate Spring 2017

We have been selected as one of the proud distinguished presenters at Finovate Spring 2017, taking place in San Jose, California.

Watch our first public demo of Prisma Campaigns.
Finovate conferences showcase cutting-edge banking and financial technology in a unique, short-form, demo-only format.

What our customers say about us

"In addition to the excellent targeted Ad/Offer Banner presentment solution that Prisma delivers, their services also including email, re-targeting, page tracking and more. The quality and technology baked into their offerings, relative to Digital Marketing and Automation, is cutting-edge and top-notch in this space. The back-office administration portal is easy for our Marketing and Web Services staff to utilize and navigate through, and we consume the valuable reporting insights, tips, and tutorials therein."

9B in Assets – StarOne CU

"Prisma is all about agility and real-time results. It enables us to run commercial actions at the right time focusing on our customer's growth. Prisma team's support and creativity have been the key to turning the solution as the core component of our omnichannel communication strategy."

15B in Assets – Banco General

"With Prisma, we were able to deploy omnichannel campaigns in less than 6 weeks with a minimum integration effort. We also increased our campaign management productivity 5 times."

50B in Assets - BCI Bank

"I am excited to be able to find a partner that really takes the time to understand our needs and is flexible in their product design"

700M in Assets - IDBGlobal FCU

Open Ecosystem

+20 cross-technology integrations.
Data providers, core banking, digital channels, CRMs, DW, BI, Analytics and more.