In the field with financial institutions
Connecting with credit unions and community banks at industry events, conferences, and workshops to stay close to institutional needs and continuously improve our platform
We empower financial institutions to turn data into meaningful engagement
Prisma Campaigns is a purpose-built omnichannel marketing automation platform designed specifically for regulated financial institutions, helping credit unions and community banks activate their data and orchestrate omnichannel engagement across the full relationship lifecycle.
Our purpose
Prisma Campaigns was created to work with financial institutions that play a vital role in their communities. We saw marketing teams working hard to guide people throughout their financial journey, but struggling to connect data, channels, and timing across the full relationship lifecycle.
From the beginning, our focus has been on helping teams understand and strengthen relationships over time, not just individual campaigns. Today, Prisma Campaigns works alongside credit unions and community banks to help them coordinate engagement across the lifecycle and build stronger long-term relationships with the communities they serve.
Our approach
Financial-institution first
Every decision is designed around the realities of regulated financial environments.
Product and partnership mindset
We combine enterprise-grade software with hands-on support to ensure adoption and results.
Long-term value focus
We prioritize sustainable engagement and lasting relationships over short-term campaigns.
Intelligence-driven decisioning
We use data models and insights to help marketing teams prioritize actions and optimize engagement.
Trusted by financial institutions worldwide
Years serving financial institutions
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Banks and credit unions
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Financial relationships supported
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How we support financial institutions in practice
Prisma Campaigns helps marketing teams at banks and credit unions turn data into coordinated engagement across the full relationship lifecycle, in ways that are practical, governed, and designed for regulated environments.
Orchestrate lifecycle-based custom journeys
Enable teams to trigger campaigns using first-party data, approved third-party data, product ownership, behaviors, lifecycle events, and predictive insights.
Deliver consistent omnichannel engagement
Coordinate email, SMS, push notifications, online banking banners, and direct mail from a single platform to ensure every interaction feels connected.
Measure, optimize, and govern with confidence
Give teams visibility, testing, and control across all campaigns and channels while maintaining alignment with institutional policies and priorities.
“Our experience with Prisma Campaigns has been great. We love the people, know they truly listen to us and our needs, are super responsive to any tickets we submit, readily accept and work on our enhancement requests, and we have an open line of communication with the Prisma team.”
Aggie Tuxhorn
VP of Marketing
“The customer service at Prisma is top-notch, and their response time is impressively quick. Our Customer Success Manager is exceptionally responsive. What sets Prisma apart is their commitment to their clients and ensuring their needs are met.”
Susan Hess
