Designed for highly regulated environments, doksecure™ helps financial organizations automate programmatic customer communications, simplify approval and production workflows, and improve security, compliance, operational efficiency, and reporting.
Why Financial Organizations Choose Prisma
Financial organizations need more than a vendor. They need a marketing partner who understands the balance between data security, compliance, operational efficiency, customer experience, and regulatory communications. Here’s how Prisma can help.
Multi-Location Brand Management
Dokshop® enables seamless fulfillment, brand management, and distribution of approved marketing materials, compliant collateral, and branded merchandise across branches, advisors and distributed teams.
Omnichannel Engagement
Deliver seamless omnichannel customer communications across print and digital channels to create a more consistent customer experience at every touchpoint.
Programmatic Direct Mail
Deliver personalized direct mail communications at key moments in the customer journey to improve customer engagement, retention, loyalty, and campaign performance.
Customer
Loyalty
Strengthen customer loyalty and retention through timely, relevant, and personalized customer communications delivered at every stage of the customer journey.
Technology & Automation
Reduce complexity and improve efficiency with workflow automation, communication management, and reporting solutions that help teams work smarter.
Compliance & Risk Management
With HITRUST-certified security that meets and exceeds SOC2+ standards, Prisma helps financial institutions safeguard sensitive customer information, reduce compliance risk, and support evolving regulatory requirements.
Better Visibility. Stronger Connections. Smarter Decisions.
Financial leaders need more than production support. They need a partner who understands the operational, compliance, customer communication, and data security challenges unique to the financial services industry.
Prisma’s doksecure process simplifies customer communication workflows, improves access to information, and provides greater operational visibility, helping financial organizations create consistent customer experiences, reduce complexity, and make smarter business decisions.
Let’s Find Your Solution Together
Whether you’re looking to improve compliance, streamline communications, strengthen marketing performance, or create greater operational visibility, Prisma is ready to help.
How does Prisma support compliance requirements? Prisma combines HITRUST-certified security, secure communication workflows, and operational controls to help financial organizations safeguard sensitive customer data, support regulatory compliance, and reduce risk.
Trusted by
Shelley and Team are amazing! I wish more vendors were as organized, and a pleasure to work with. Being a great partner, they are always coming up with ways to help us get around roadblocks by offering suggestions on complex programs.
Dana Gilbert, Fiserv
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See It In Action
Discover how our proprietary communication management platform helps financial organizations gain greater visibility, improve control, and streamline reporting across every communication program.