Prisma Campaigns

Prisma Campaigns is an omnichannel marketing automation platform built specifically for banks and credit unions rather than adapted from a general-purpose marketing tool. That vertical focus shapes the entire product. Financial institutions hold enormous amounts of customer data in core banking systems, loan origination platforms and digital banking channels, but that data is typically fragmented and difficult for a marketing team to act on. Prisma Campaigns connects to those systems, unifies customer records into a single view, and uses the resulting behavioural and transactional signals to drive segmentation and targeting — identifying, for example, members approaching a loan maturity, customers whose deposit behaviour suggests readiness for a mortgage conversation, or account holders who have not yet adopted digital banking. Campaigns are then executed across email, SMS, push notification, online and mobile banking placements, ATM screens, call centre scripts and branch channels, with the same message and offer logic applied consistently wherever the customer appears.

The platform's emphasis is on personalisation at scale and on measurable outcomes rather than campaign volume. Marketing teams build journeys with a visual editor, set triggers based on customer events, and let the system deliver the next best offer to each individual through whichever channel they are currently using, including within the authenticated digital banking session where engagement rates are highest. A/B testing, campaign analytics and attribution reporting tie activity back to product sales, deposit growth and loan origination so marketing performance can be reported in financial terms the institution's leadership recognises. Because banking is heavily regulated, compliance, approval workflows, audit trails and data security are built into the product rather than added on, and integrations are designed around the core banking and digital banking vendors that dominate the sector. Prisma Campaigns is aimed at community banks, regional banks and credit unions that want the sophistication of enterprise marketing automation without the integration burden of a generic platform. Pricing starts at approximately USD 1,550, reflecting an institutional rather than small-business buyer. There is no free version and no free trial.