Tag : Prismm

Prismm Expands Platform with Prismm Designate, Helping Banks and Credit Unions Build Beneficiary Relationships Before Wealth Transfers
Banking Finance News

Prismm Expands Platform with Prismm Designate, Helping Banks and Credit Unions Build Beneficiary Relationships Before Wealth Transfers

Business Wire
by Business Wire0
-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......
Deposit Mortality Index Now Available from Prismm to Help Banks and Credit Unions Understand and Protect Against Deposit Risk
Banking Finance News

Deposit Mortality Index Now Available from Prismm to Help Banks and Credit Unions Understand and Protect Against Deposit Risk

Business Wire
by Business Wire0
– New index estimates $1.5 trillion in deposits will leave U.S. financial institutions over the next ten years as account holders pass away; every federally insured bank and credit union has been scored – Prismm (Wunderwood Corporation d/b/a Prismm), an estate orchestration infrastructure platform for banks and credit unions, announced......
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