Prismm Designate
Beneficiary designation capture built into account opening
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About
Prismm Designate captures beneficiary designations during account opening and everyday banking, keeps them current as customers' lives change and syncs them to the institution's core, as part of Prismm's estate orchestration suite alongside Anchor and Continuity.
- Website
- getprismm.com/platform
- Added via
- web
- Ownership
- unclaimed
Where to go
Product details
- Product kind
- Saas