Prisma Campaigns
Prisma Campaigns provides omnichannel marketing automation software purpose-built for credit unions and community banks, integrating with core and digital banking platforms to coordinate lifecycle member engagement across email, SMS, online banking, and direct mail.
- Company typePrivate
- Founded2018
- HeadquartersMiami, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Prisma Campaigns does
Prisma Campaigns is a Miami-based SaaS company that provides omnichannel marketing automation purpose-built for regulated financial institutions, principally credit unions and community banks. Founded in 2018 and operating as PRISMACAMPAIGNS Inc., the company sells a cloud-based platform that orchestrates lifecycle-driven member and customer engagement across email, SMS, push notifications, online banking, mobile app, website, branches, call center, and direct mail — coordinated from a single interface with automated data ingestion from core banking, CRM, data warehouse, LOS, and collections systems.
The platform centers on a Marketing Automation product, supplemented by Predictive Analytic Models (next-best-product recommendations), a Direct Deposit Switch module powered by Atomic, structured Migration Services, and an Accelerator onboarding program. Native integrations cover major core and digital banking platforms including Jack Henry, Q2, Bankjoy, Bankingly, Digital Insight, and Tyfone, alongside customer service, identity, and direct-mail partners. The company holds SOC 2 Type 2 attestation (achieved January 2024), is GDPR-compliant, and publishes AI governance principles tailored to financial industry expectations. In July 2024, Prisma launched generative AI features for campaign content creation and personalization.
Prisma monetizes through annual enterprise subscriptions priced on a quote basis against institution size, member count, and feature scope, selling via direct enterprise field sales supported by inside sales and an event-led demand generation model centered on industry conferences (The Financial Brand Forum, America's Credit Unions GAC, CUNA events, Jack Henry Connect). The company reports 80+ financial institution customers globally, with named logos spanning large multinational banks (Banco Santander, Scotiabank), community banks (Emprise Bank, Republic Bank), and over 70 credit unions including Credit Union of Colorado, Star One Credit Union, IDB Global Federal Credit Union, Oregonians Credit Union, and LAPFCU. Operating geographies span the US, Canada, Spain, and five Latin American countries.
Prisma Campaigns firmographics
Firmographics- Name
- Prisma Campaigns
- Legal name
- PRISMACAMPAIGNS Inc.
- Website
- https://prismacampaigns.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Prisma Campaigns provides omnichannel marketing automation software purpose-built for credit unions and community banks, integrating with core and digital banking platforms to coordinate lifecycle member engagement across email, SMS, online banking, and direct mail.
- Ownership category
- akta.pro rank
Prisma Campaigns industry classification
Industry- Product category
- Marketing Automation Software for Financial Institutions
- NAICS
- Marketing Consulting Services (541613), Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Customer Journey Orchestration & Campaign Management (BPAFAFAF)
- akta.pro secondary industries
- Marketing Automation & Lifecycle/Drip Campaign Management (MPAAAIAC), Marketing Automation & Campaign Management CRM (HDAEAFAB), Marketing Technology, AdTech & MarTech Services (BPAFAAAN)
Keywords
Where Prisma Campaigns is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Prisma Campaigns business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure, Others
Revenue model
- SaaS Subscription - Marketing Automation Platform: Cloud-based marketing automation platform licensed on a subscription basis to banks and credit unions. Includes marketing automation, predictive analytics, omnichannel campaign orchestration, and data integration capabilities. Pricing is quote-based and tailored to institution size and feature requirements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise subscription pricing (quote-based) |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels8 records
Prisma Campaigns product offering
Product offeringCore offering
Prisma Campaigns is an omnichannel marketing automation platform purpose-built for credit unions and community banks. It orchestrates lifecycle-based customer/member engagement across email, SMS, push notifications, online banking, mobile app, branches, call center, and direct mail from a single platform, with native integrations to core banking, digital banking, CRM, and data warehouse systems. The platform is enhanced by predictive analytic models for next-best-offer targeting, generative AI features for content personalization, and modules such as direct deposit switching and a structured onboarding accelerator.
Product overview
Prisma Campaigns is an all-in-one omnichannel marketing automation platform purpose-built specifically for banks and credit unions. The core product is the Marketing Automation platform, which orchestrates lifecycle engagement across multiple channels including email, SMS, push notifications, online banking, mobile app, website, branches, call center, and direct mail. The platform is supplemented by Predictive Analytic Models for next-best-offer recommendations, Direct Deposit Switch powered by Atomic for instant direct deposit switching, Migration Services for platform transitions, and the Prisma Campaigns Accelerator for structured onboarding. The platform integrates with core banking systems, digital banking platforms, CRMs, customer service platforms, and data analytics environments to activate first-party data across existing infrastructure.
Differentiator
Problem solved
Functional benefit
Products and services
- Marketing Automation Platform Omnichannel marketing automation platform for banks and credit unions that orchestrates lifecycle-based member and customer engagement across email, SMS, push notifications, online banking, mobile app, website, branches, call center, and direct mail from a single dashboard. Includes automated data ingestion from CORE, CRM, data warehouse, LOS, and collections systems, real-time analytics, audience segmentation, predictive analytics, and compliance/governance controls.
- Predictive Analytic Models Predictive analytic models that anticipate customer/member behavior and product needs, enabling financial institutions to prioritize marketing actions and deliver next-best-product or next-best-offer recommendations based on behavioral, product ownership, and lifecycle data.
- Direct Deposit Switch Instant direct deposit switching module powered by Atomic FI that enables credit union and bank members to transfer their direct deposit without logins, passwords, or manual account/routing number entry, shortening account funding and supporting onboarding campaigns.
- Migration Services Professional services to help financial institutions transition from legacy marketing automation platforms to Prisma Campaigns, including data migration, campaign recreation, and integration setup.
- Prisma Campaigns Accelerator Structured onboarding accelerator program that helps credit unions and banks quickly implement Prisma Campaigns and start running campaigns with measurable results in a short time frame.
Quantifiable outcome
- 20x ROI for IDB Global FCU referral program with 102 new memberships and $440k in balances in one month
- +6 more outcomes
Companies that use Prisma Campaigns
Customer profileNamed customers16 records
Segments3 records
Ideal customer profiles3 records
Prisma Campaigns technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration21 records
AI capability4 records
Feature8 records
Prisma Campaigns partnerships and signals
Strategic signalPartnerships
21 partnerships are on record, tiered core, key and standard.
- ArkatechturecoreData consulting and technology company partnership to help financial institutions turn data into action. Joint go-to-market efforts to help customers better leverage their data for marketing automation and personalization initiatives.
- AtomiccoreStrategic partnership to help boost direct deposit switching for credit unions. Atomic's fintech solution enables instant direct deposit switching without logins, passwords, or manual account entry. Integration allows members to switch direct deposits with just a few clicks.
- FinGoalkeyPartnership to enable dynamic persona-driven marketing for financial institutions. FinGoal's personalized financial engagement solutions integrated with Prisma's platform for enhanced member personalization.
- Jack HenrykeyIntegration partnership with Jack Henry's banking technology ecosystem. Allows Prisma to connect with Jack Henry's core banking and digital banking platforms for seamless data integration.
- Q2keyIntegration with Q2's digital banking platform. Enables Prisma to deliver personalized messages within Q2's online and mobile banking environments.
- TrellancekeyJoint webinar on data, marketing automation, and personalization featuring Trellance's Director of Data Science. Collaboration on data science initiatives and member engagement strategies.
- BankjoykeyIntegration allowing delivery of personalized messages within Bankjoy's digital banking platform. Joint webinar on leveraging online and mobile banking for member engagement.
- BankinglystandardIntegration with Bankingly's digital banking platform for omnichannel member engagement capabilities.
- Digital InsightstandardIntegration with Digital Insight's digital banking platform for enhanced member communication capabilities.
- DocuSignstandardIntegration with DocuSign for digital document signing capabilities within marketing workflows.
- GliastandardIntegration with Glia's customer service and contact center platform for coordinated member communications.
- RingCentralstandardIntegration with RingCentral's communications platform for omnichannel engagement capabilities.
- EltropystandardIntegration with Eltropy's digital communications platform for enhanced member engagement.
- CU LyticsstandardIntegration with CU Lytics' analytics and data platform for enhanced member insights.
- JumiostandardIntegration with Jumio's identity verification platform for secure onboarding workflows.
- TyfonestandardIntegration with Tyfone's digital banking and mobile platform solutions.
- AdrenalinestandardStrategic partnership for market development and customer acquisition in the credit union space.
- PostGridstandardIntegration with PostGrid's direct mail automation platform for physical mail campaigns.
- Strum PlatformstandardIntegration partnership for enhanced marketing capabilities.
- FlowTrackerstandardIntegration with FlowTracker's analytics platform for member journey tracking.
- InfocorpstandardIntegration with Infocorp's financial services technology solutions.
Scale indicators11 records
Recent moves6 records
Expansion highlights5 records
Prisma Campaigns competitors and assessment
Company assessmentDirect peers
- Act-On Software: Act-On is a mid-market marketing automation platform offering email, behavioral targeting, and analytics. Comparable to Prisma as a SaaS marketing automation solution targeting mid-sized organizations with cross-channel campaign orchestration.
- Cordial: Cordial is an AI-powered cross-channel marketing platform focused on personalized messaging across email, SMS, mobile push, and web. Directly comparable to Prisma's omnichannel orchestration and predictive capabilities for mid-market brands.
- Iterable: Iterable is a cross-channel marketing automation platform with workflow orchestration, segmentation, and AI-driven send-time optimization. Highly comparable as a SaaS platform serving mid-market and enterprise marketing teams with lifecycle campaign management.
- Maropost: Maropost is an omnichannel marketing automation platform combining email, SMS, social, and retail/ecommerce workflows. Comparable as a unified cross-channel marketing platform designed for vertical SaaS distribution and AI-driven personalization.
Emerging players
- Blueshift: Blueshift is an AI-driven customer engagement platform focused on real-time segmentation and cross-channel orchestration. Comparable to Prisma in its reliance on predictive AI for next-best-action and lifecycle marketing automation.
- Customer.io: Customer.io is a messaging automation platform for SaaS companies, supporting event-based lifecycle workflows across email, push, SMS, and in-app. Comparable as a developer-friendly mid-market marketing automation platform with behavioral segmentation.
- MessageGears: MessageGears is an enterprise email and marketing platform purpose-built for high-volume senders with direct data warehouse access. Comparable to Prisma in serving large enterprises needing direct-database integration and customized segmentation.
- Airship: Airship is a customer engagement platform specializing in mobile-first messaging (push, in-app, SMS) and omnichannel orchestration. Comparable to Prisma as an enterprise SaaS for cross-channel lifecycle marketing across digital channels.
Broad incumbents
- Emarsys (SAP): Emarsys, part of SAP, is an omnichannel customer engagement platform serving retail, ecommerce, and financial services. Comparable as a scale omnichannel marketing platform now embedded in a larger enterprise software suite that could compete with Prisma in the financial segment.
Regional players
- StrategyCorps: StrategyCorps is a research and data analytics firm serving credit unions and community banks with account-holder segmentation and growth programs. Comparable to Prisma as a credit-union-focused marketing/analytics specialist, though operating more as a consultancy than a SaaS platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Prisma Campaigns social profiles
Digital presencePrisma Campaigns compliance and trust
Trust signalCompliance3 records
Prisma Campaigns financial estimates
Financial estimateRevenue estimate
Valuation estimate
Prisma Campaigns leadership team
Management profileNumber of profiles
Profiles3 records
Prisma Campaigns funding detail
Funding detailFunding overview
Funding rounds5 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Prisma Campaigns M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Prisma Campaigns
What does Prisma Campaigns do?
Prisma Campaigns is an omnichannel marketing automation platform purpose-built for credit unions and community banks. It orchestrates lifecycle-based customer/member engagement across email, SMS, push notifications, online banking, mobile app, branches, call center, and direct mail from a single platform, with native integrations to core banking, digital banking, CRM, and data warehouse systems. The platform is enhanced by predictive analytic models for next-best-offer targeting, generative AI features for content personalization, and modules such as direct deposit switching and a structured onboarding accelerator.
Is Prisma Campaigns a public or private company?
Prisma Campaigns is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Prisma Campaigns founded?
Prisma Campaigns was founded in 2018. It employs 11 to 50 people.
Where is Prisma Campaigns based?
Prisma Campaigns is headquartered in Miami, United States, in the North America region.
How does Prisma Campaigns make money?
One revenue line is on record: saaS Subscription - Marketing Automation Platform.
Who are Prisma Campaigns's main competitors?
Direct peers on record are Act-On Software, Cordial, Iterable and Maropost. Emerging players are Blueshift, Customer.io, MessageGears and Airship. Emarsys (SAP) is listed as a broad incumbent. StrategyCorps is listed as a regional player.
Does Prisma Campaigns have an API?
No public API is recorded for Prisma Campaigns.
What industry is Prisma Campaigns in?
Prisma Campaigns's product category is Marketing Automation Software for Financial Institutions. Its primary akta.pro industry code is BPAFAFAF, Customer Journey Orchestration & Campaign Management, with a secondary code of MPAAAIAC, Marketing Automation & Lifecycle/Drip Campaign Management. Its NAICS code is 541613 and its SIC code is 7372.