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Helping financial institutions build sustainable digital customer relationships11-50 Employees
  • B2B
  • Early Stage
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Helping financial institutions build sustainable digital customer relationships
For mid-size financial institutions looking for compelling ways to get new customers and keep them engaged, Prisma is a SaaS customer communication platform that makes it simple for them to build better relationships with their customers and drive growth.

Prisma helps community-based financial institutions develop new capabilities that allow them to digitally deliver the highly personalized experiences they’ve provided in person for decades. They are:
1) being able to use their customer data can be used to personalize and target digital communications.
2) having all their channels acting in a coordinated fashion.

We are passionate about helping these institutions that are a critical part of America’s social and economic fabric. They add value to their communities with great fees and rates, but most importantly, excellent in-branch and in-person customer service. Despite the promises of global banks, emerging fintechs, and big tech, 70% of Americans prefer to bank with a community-based institution as long as they can provide digital services that meet their expectations. We are the right partner and the right tool to help community-based financial institutions rise up to this challenge.

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Guillermo Winkler
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Felipe Gil
Avatar for Felipe Gil
CEO and Founder of @Prisma Campaigns • Background is a strong combination of business and technology. Worked at @Microsoft, @Infocorp
Valuation

$0

Funded over

3 rounds

Latest round

Seed (May 2020)

image

Work-from-home-friendly

20 days of paid vacations per year

Monthly lunch and learn

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