The infrastructure layer banks are missing

Estate orchestration
infrastructure for
banks & credit unions

The core estate orchestration platform that embeds into your bank's existing infrastructure at the point of account origination, not as a bolt-on, but as foundational infrastructure.

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Prismm Anchor platform dashboard showing inheritance tracker, asset allocation, and cash balances
Enterprise-gradeCore banking integration
SOC 2 Type IIBest in class security
Bank-embeddedAt the point of origination
Category-definingFirst estate infrastructure platform
The challenge

Banks know how to open accounts. They have no system for when customers die.

Every year, financial institutions lose billions in deposits to estate attrition, not because customers chose to leave, but because there is no infrastructure to manage the transition of accounts at death.

The result: assets leave to competitors, attorneys, and friction. Beneficiaries are lost. Compliance risk compounds. Operations teams spend months per case on manual, paper-driven processes.

$124T
Wealth transferring between generations by 2048
70%
Of relationships lost at a death event
6–18 mo
Average manual account transition time
0
Infrastructure exists today to manage this
What Prismm does

The complete estate orchestration platform

Retain

Capture deposits before they leave. Prismm creates structured pathways that keep estate-linked assets at your institution through verified, automated transitions.

Orchestrate

Replace manual processes with automated workflows. Verified life events trigger compliant, structured account transitions, reducing months to weeks.

Grow

Engage the next generation before a death event. Turn estate readiness into an acquisition engine for beneficiary relationships and new deposit accounts.

Banks built payments infrastructure to move money. They need estate infrastructure to transfer wealth. Prismm is that infrastructure.
Built for institutions

Enterprise-grade estate infrastructure

Core banking integrated

Embeds directly into core platforms at the point of account origination. Not a bolt-on. Infrastructure.

Patent-protected technology

Proprietary systems for triggered access, life event verification, and account transition automation, protected by multiple patent filings.

Compliance-ready workflows

Every account transition is structured, auditable, and designed for OCC, NCUA, and FDIC examination requirements from day one.

Ready to build the infrastructure your institution is missing?

Schedule a strategic briefing to see how Prismm embeds into your core banking environment.

Schedule a strategic briefing