Drive loan and deposit growth

Your institution offers essential loan and deposit products to help members achieve their dreams.

Prisma Campaigns gives you options to offer the right products at the right time.

Learn how Prisma has helped banks and credit unions drive loan and deposit growth

Drive growth while meeting members’ needs

Prisma Campaigns helps credit unions achieve growth and member satisfaction simultaneously. By delivering what members truly need, we optimize deposit and loan growth. Our data-driven approach enables targeted member outreach and personalized experiences that deepen relationships.

Enhance onboarding and cross-selling with the next-best offer

The first 90 days account for 75% of all cross-selling. It’s crucial to make the most of this period by meeting members where they are with tailored offers and messages that match their needs. Use insights gained from data analysis to drive growth and satisfaction with timely product recommendations.

Increase share of wallet and marketing ROI

By adopting a data-driven approach, you can enhance the activation and engagement of indirect and single-product members, which can lead to an increase in share of wallet and marketing ROI. Tailor marketing efforts to specific segments, maximize cross-selling, and improve customer experience for boosted revenue and profitability.

Boosting deposits with automated CD campaigns

See how becoming data-driven can change the way you onboard and cross-sell to your members.

Colorado
$2.8B in assets
170,000 members

$186M

in new CDs

5,500

new CDs opened

15%

conversion rate

The challenge

Needed to boost deposits through competitive CD offers reducing friction and engaging members online, including bringing deposits from other institutions.

The solution

Personalized messages offering CDs through digital banking channels that started a self-service fully digital application form, with automated workflows that sent real-time confirmations upon successful CD creation.