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Description
The Banking & Treasury Automaton Suite stands out as a top-tier add-on for Microsoft Dynamics 365 and Microsoft Dynamics AX, significantly improving the management of bank and cash operations, treasury functions, and payment processing, with seamless connections to banks and payment gateways worldwide. Experience a reduction in time and costs when handling your accounts payable invoices, thanks to OCR capabilities. The solution also includes personalized customer portals and secure processing options for credit cards and eChecks, complete with integrated settlement features. Safeguard your printed checks and electronic payment methods while ensuring compliance with PCI standards. Benefit from fully integrated direct debit services that come with mandate support. Our cross-industry solution offers organizations of all sizes the advantages of automation, enhanced efficiency, greater visibility, and improved control. With worldwide support for bank integrations, this suite has earned recognition as a member of the Microsoft President’s Club for twelve consecutive years and is trusted by over 1,600 clients across the globe. This impressive track record showcases its effectiveness in transforming financial operations in diverse sectors.
Description
The Agile Marketing Platform for Financial Services
Financial Institutions can use our services to deepen customer relationships, increase share of wallet, and increase loyalty. We allow them to easily execute personalized campaigns through all channels, at scale.
Prisma Campaigns, an intelligent omnichannel orchestrator, can be used for online banking, mobile banking, email, SMS, and other channels. It uses customer data to allow FIs deliver targeted and personalized campaigns that are relevant, personal, and contextual at every stage of the customer journey.
From insights to action
Effectively orchestrate segmented real-time campaigns.
1-to-1 personalized messages
Increase conversion rates by delivering personal and contextual messages
All-in-one platform
All your channels can be managed from one place: mobile, web and email.
Integration is fast and simple
Our SDK is easy to use and you can go live in 6 weeks.
#BeRelevant
API Access
Has API
No
API Access
Has API
No
Integrations
Fastfill
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
SK Global Software
Founded
1995
Country
United States
Website
sksoft.com
Vendor Details
Company Name
Prisma Campaigns
Founded
2015
Country
United States
Website
www.prismacampaigns.com
Product Features
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
Yes
Credit Card Management
No
Credit Union
No
Investment Banking
No
Multi-Branch
No
Online Banking
No
Private Banking
No
Retail Banking
No
Risk Management
No
Securities Management
No
Transaction Monitoring
No
Online Banking
Brokerage
No
Cash Management
Yes
Chat / Messaging
No
Credit Card Management
No
Electronic Statements
No
Fraud Detection
No
Loan Management
No
Marketing Automation
No
Retail Banking
No
Single Sign On
No
Transaction Monitoring
No
Product Features
AB Testing
Audience Targeting
Yes
Campaign Segmentation
Yes
Funnel Analysis
Yes
Heatmaps
No
Landing Pages / Web Forms
Yes
Multivariate Testing
Yes
Split Testing
Yes
Statistical Relevance Analysis
Yes
Surveys
Yes
Test Scheduling
Yes
Visual Editor
Yes
Artificial Intelligence
Chatbot
No
For Healthcare
No
For Sales
Yes
For eCommerce
No
Image Recognition
No
Machine Learning
Yes
Multi-Language
No
Natural Language Processing
No
Predictive Analytics
Yes
Process/Workflow Automation
Yes
Rules-Based Automation
Yes
Virtual Personal Assistant (VPA)
No
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
Yes
Credit Card Management
No
Credit Union
Yes
Investment Banking
Yes
Multi-Branch
Yes
Online Banking
Yes
Private Banking
Yes
Retail Banking
Yes
Risk Management
No
Securities Management
No
Transaction Monitoring
No
Campaign Management
Channel Management
Yes
Contact Database
Yes
Email Marketing
Yes
Event Triggered Actions
Yes
Lead Management
Yes
Multi-Campaign
Yes
Email Marketing
A/B Testing
Yes
Artificial Intelligence
No
Auto-Responders
Yes
CAN SPAM Compliance
Yes
Customer Surveys
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Event Triggered Email
Yes
Image Library
Yes
Landing Pages/Web Forms
Yes
Mailing List Management
Yes
Mobile Optimized Emails
Yes
Reporting/Analytics
Yes
Subscriber Management
Yes
Template Management
Yes
WYSIWYG Email Editor
Yes
Marketing Automation
A/B Testing
Yes
Analytics / ROI Tracking
Yes
Artificial Intelligence
No
Content / Blogging Platform
No
Customizable CTAs
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Landing Pages / Web Forms
Yes
Lead Scoring
No
Sales Intelligence
Yes
Search Marketing
No
Segmentation
Yes
Social Marketing
Yes
Website Visitor Tracking
Yes
Online Banking
Brokerage
No
Cash Management
No
Chat / Messaging
Yes
Credit Card Management
No
Electronic Statements
No
Fraud Detection
No
Loan Management
No
Marketing Automation
Yes
Retail Banking
Yes
Single Sign On
No
Transaction Monitoring
No
Personalization
A/B Testing
Yes
Abandoned Cart Saver
Yes
Account Based Marketing
Yes
Behavioral Targeting
Yes
Campaign Segmentation
Yes
Content Analytics
Yes
Contextual Targeting
Yes
Customer Profiles
Yes
Experience Management
Yes
Recommendation Engine
Yes
Website Personalization
Yes