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What is Prisma Campaigns?

The Agile Marketing Platform tailored for Financial Services Our services empower Financial Institutions to enhance customer connections, boost wallet share, and foster loyalty. We facilitate the seamless execution of personalized campaigns across multiple channels, all at scale. Prisma Campaigns serves as a smart omnichannel orchestrator, suitable for online banking, mobile banking, email, SMS, and various other platforms. By leveraging customer data, it enables Financial Institutions to launch targeted and personalized campaigns that resonate at every phase of the customer journey. Transform insights into action Strategically manage segmented real-time campaigns for optimal impact. Tailored 1-to-1 messaging Elevate conversion rates by providing messages that are both personal and contextually relevant. Comprehensive platform solution Manage all your communication channels—mobile, web, and email—conveniently from a single interface. Effortless integration process With our user-friendly SDK, you can be operational in just six weeks, ensuring a swift transition. #StayRelevant

What is Gefen Technologies?

Empower agents, brokers, and advisors within enterprises to engage meaningfully and effectively through a multitude of digital channels. Each representative is equipped with a customized website that leverages high-quality, enterprise-grade content to foster better interaction. By reaching out to customers at the most opportune moments, agents can maintain relevance and convenience in their communications. These personalized websites act as powerful tools for agents, enabling them to capture high-quality leads while promoting and selling across various digital platforms. They can launch automated yet personalized marketing campaigns that not only save precious time but also allow agents to concentrate on expanding their businesses. Additionally, agents are equipped with the capability to monitor their campaigns, gaining real-time insights into the entire distribution process from inception to completion. Ensuring compliance with regulatory bodies such as FINRA, SEC, IIROC, and FCA becomes a streamlined process through vigilant oversight of digital communications between agents and clients. Moreover, the seamless integration with legacy systems, content libraries, and marketing platforms boosts operational efficiency and intelligence. This comprehensive strategy ultimately positions agents to thrive in a competitive landscape, promoting sustainable growth and long-term success. Consequently, agents are not just participants in the market; they are empowered leaders driving transformative change.

Media

Media

Integrations Supported

Facebook
Fastfill
WhatsApp
X (Twitter)

Integrations Supported

Facebook
Fastfill
WhatsApp
X (Twitter)

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Prisma Campaigns

Date Founded

2015

Company Location

United States

Company Website

www.prismacampaigns.com

Company Facts

Organization Name

Gefen Technologies

Date Founded

2014

Company Location

Israel

Company Website

gefentechnologies.com

Categories and 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

Categories and Features

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

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