Prisma

La Capa de Inteligencia

CRM Bancario para Entornos Regulados

El CRM que habla el idioma de la conformidad

Prisma está diseñado específicamente para bancos, EMIs, neo-bancos e instituciones de pago que operan bajo estricta supervisión regulatoria.

Admite tipos de clientes Individual, Empresa, Trust y Asociación con un marketplace de 53 aplicaciones.

53 Apps 17 Jurisdictions ISO 27001:2022 Multi-tenant

Integrated apps

Regulatory jurisdictions

Customer types

Document types

360°

Customer view

ISO

27001:2022 certified

Construido para Cada Tomador de Decisiones

Lo que Prisma ofrece para su rol

Business Growth

Lead pipeline Kanban, 360-degree customer view, segmentation, and cross-sell opportunity tracking

Compliance Confidence

17-jurisdiction regulatory reporting and ISO 27001:2022 posture across your entire customer base

Operational Visibility

Executive KPI dashboard, custom analytics, and saved reports for real-time business intelligence

Enterprise Scale

Multi-tenant architecture supporting Individual, Company, Trust, and Partnership customer types

App Ecosystem

53-app marketplace that replaces fragmented point solutions with a single unified platform

Capacidades de la Plataforma

Todo lo que un CRM bancario moderno necesita

Workflow Engine

Visual multi-step workflow builder for onboarding and compliance processes

Integrated Mailbox

Built-in email client with customizable templates for customer communications

Risk Scoring

Configurable weighted scoring per customer, contact, and application

Case Management

Structured case lifecycle from creation to escalation and resolution

Application Onboarding

Multi-step wizard with document collection, KYC flows, and approval chains

Client Portal

White-label self-service portal for end customers — web and mobile

Role-Based Access

Granular RBAC with role definitions, permission scopes, and team management

AI Assistant

Embedded AI chatbot powered by leading AI models for team productivity

Audit & Compliance

Every action logged with before/after snapshots and self-approval prevention

Regulatory Reporting

17 jurisdictions: FCA, FinCEN, RBI, MAS, ESMA, and more — automated exports

Data Import

Migrate from existing CRMs with dry-run validation and rollback capability

App Store

53 apps: identity verification, AML screening, AI, payments, and compliance

Vista Previa del Sistema

Explore la interfaz de la plataforma Prisma

Integraciones

53 aplicaciones. 26 proveedores. 17 jurisdicciones.

Credenciales cifradas AES-256-GCM, verificaciones de salud cada 15 minutos, bóveda de credenciales unificada.

Identity Verification

Onfido Sumsub Jumio Veriff

AML Screening

LexisNexis ComplyAdvantage OpenSanctions Dow Jones Refinitiv

AI & Intelligence

OpenAI Anthropic Claude Google Gemini

Communication

Twilio Vonage SendGrid

Document Processing

DocuSign Google Document AI Amazon Textract

Credit & Financial

Experian Equifax Plaid TrueLayer

KYB / Company Data

Companies House OpenCorporates Dun & Bradstreet

Crypto Compliance

Chainalysis KYT Elliptic

El Ecosistema CodeMax

Prisma funciona mejor con Astra y Orion

Prisma es la capa de inteligencia de la Constellation CodeMax.

Astra

El Motor de Ejecución

Cuando Prisma aprueba una solicitud de incorporación, Astra aprovisiona automáticamente la cuenta y el IBAN.

Más sobre Astra →

Orion

El Escudo de Conformidad

Cuando Orion marca una transacción, se crea automáticamente un caso en Prisma para su equipo de conformidad.

Más sobre Orion →

Constellation

El Ecosistema Completo

Vea cómo Prisma, Astra y Orion trabajan juntos como un sistema operativo fintech completo.

Ver Constellation →