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Description
Facilitate the process for users to opt-in to receive text messages, access their account and member numbers, sign up for services, and accept pre-approved offers seamlessly. Integrate our customizable widgets and tools into microsites, landing pages, and your digital banking promotional units to enhance user engagement. Implement scheduled reminder messages to encourage customers and members to take action promptly. Connect email and text communications to tailored microsites or landing pages for a more personalized approach. Display the most relevant next steps within the digital banking interface to guide users effectively. Incorporate our tools directly into the user experience to streamline enrollment in services and acceptance of pre-approved offers within seconds using our cross-channel engagement solution. Additionally, allow for the easy embedding of automated or live chat features into any Digital Onboarding microsite or landing page simply with a single line of code. This approach empowers account holders to complete their tasks without the need for phone calls or in-person visits, while also providing personal bankers with tools to maintain connections even from afar. Ultimately, enhancing user experience across all platforms fosters stronger customer relationships and improves overall satisfaction.
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
API Access
Has API
Integrations
Fastfill
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Digital Onboarding
Founded
2015
Country
United States
Website
www.digitalonboarding.com
Vendor Details
Company Name
Prisma Campaigns
Founded
2015
Country
United States
Website
www.prismacampaigns.com
Product Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Digital Adoption Platforms
Audience Segmentation
Content Creation
Contextual Guidance
Data Validation
In-App Training
Launch Management
Multi-Language
Self Service Tools
Surveys & Feedback
User Onboarding
Product Features
AB Testing
Audience Targeting
Campaign Segmentation
Funnel Analysis
Heatmaps
Landing Pages / Web Forms
Multivariate Testing
Split Testing
Statistical Relevance Analysis
Surveys
Test Scheduling
Visual Editor
Artificial Intelligence
Chatbot
For Healthcare
For Sales
For eCommerce
Image Recognition
Machine Learning
Multi-Language
Natural Language Processing
Predictive Analytics
Process/Workflow Automation
Rules-Based Automation
Virtual Personal Assistant (VPA)
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Campaign Management
Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign
Email Marketing
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Marketing Automation
A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
Online Banking
Brokerage
Cash Management
Chat / Messaging
Credit Card Management
Electronic Statements
Fraud Detection
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring
Personalization
A/B Testing
Abandoned Cart Saver
Account Based Marketing
Behavioral Targeting
Campaign Segmentation
Content Analytics
Contextual Targeting
Customer Profiles
Experience Management
Recommendation Engine
Website Personalization