Prismm Expands Platform with Prismm Designate, Helping Banks and Credit Unions Build Beneficiary Relationships Before Wealth Transfers
-New capability brings beneficiary designation into account opening to help retain deposits across generations- Prismm, an estate orchestration infrastructure platform for banks and credit unions, announced Prismm Designate, a solution designed to help financial institutions identify beneficiaries earlier, build relationships and retain deposits when wealth transfers occur. Read More on......