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Choosing a marketing automation provider - Five steps for credit unions

By Prisma Campaigns

Every marketing automation platform claims to do it all. But we know that’s not possible, and it might not even be necessary. The key to choosing the right provider for your credit union is finding the right mix of tools, integration and security to enable your digital marketing transformation.

Adopting a step-by-step approach can help you cut through the jargon and select the capabilities that you need to hold an ongoing, data-driven, digital conversation with members.

In this guide, you will learn:

  • How to find the right match between your marketing automation solution and your business challenges. 
  • Which automation capabilities you need, based on your data and your team’s skills.
  • Real-life examples that show how to combine data and an automation platform to produce results. 
  • Tasks you can automate, as well as tasks you’ll need to focus on. 
  • Why you need a provider who is a good fit for your strategic goals.

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About Prisma Campaigns

Prisma Campaigns is a marketing automation platform specifically designed to help credit unions develop deep and empathic relationships with their members through personalized marketing campaigns. It uses a connected, data-centric approach to communicate with members on all your digital channels - email, SMS, online banking and mobile app. Prisma Campaigns’ open platform integrates with your existing banking technology and is ready to grow and expand with your credit union.

Prisma is trusted by 25 credit unions to enhance their member experience and increase conversion rates.