Prismm Information

Prismm builds inheritance infrastructure for banks and credit unions. Every day, 10,000 Boomers turn 65, and the largest transfer of wealth in history is already moving through the deposit base of every financial institution. When an account holder dies, most institutions find out too late. The money leaves, the heirs were never customers, and the relationship ends where it could have been renewed. Prismm changes when that relationship begins. We help banks and credit unions engage heirs years before the moment arrives, so that when wealth moves, it moves inside your walls instead of around them. Inheritance is now a core banking experience. Be the reason families stay. getprismm.com