Smart & Personalized
making each client feel special
Machine learning based
the best fit offer for each customer
Omnichannel cross-selling made easy
because every customer is unique
Effective customer onboarding
from acquisition to satisfaction
To do so, they constantly run concurrent marketing campaigns.
FIs invest time and resources to coordinate and execute these campaigns using inefficient processes.
Clients are exposed to the campaign that is “broadcasted” today, not to the most relevant one for their needs and interests.
Making changes on a campaign is a complex process that frequently requires the intervention of IT.
Orchestrate your campaigns, through all your online and offline channels, automatically. Use Email, Push, In-App, Web, Sms, ATM, Call Centers, Social Platforms and any other channel to place relevant messages.
Create and manage your campaigns using a simple, intuitive, and centralized campaign repository.
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 you stay always omni-relevant.
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. Increase engagement and gain loyalty.
Learn from your client's actions, needs, and interests in real time.
Track, analyze, and improve your campaigns, with zero downtime.
Client PreferencesRita clicked “I am not interested” on a banner promoting student loans on her web banking. That campaign will not show anymore for her and the campaign with the next higher probability of conversion will be displayed in her next interaction with the bank.
Cross-sellingMary just got a loan to purchase her first car. It is the right moment to offer her our car insurance products, as well as some great special offers to purchase accessories and services with her credit card.
UpsellingJohn has a checking account that he manages responsibly. We can offer him an overdraft protection service.
Cycle-SellingPeter got a loan some time ago, he has met all his payment deadlines and will soon finish repaying it. Sounds a good time to offer him a new loan for his next project, with benefits for being a good payer.
Watch this demo-only 7 minute 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.
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.
"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