Triggered access & delegation
Automatically activates designated contacts and permissions upon a verified life event. Replaces manual notification with structured, compliant handoffs.
The platform
Prismm Anchor
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.
Core capabilities
Three capabilities that define estate infrastructure
Account transition automation
Replaces months of manual, paper-driven processes with structured digital workflows that reduce administrative burden, accelerate resolution, and create auditable compliance trails.
Intergenerational retention
Engages beneficiaries and next-of-kin before a death event occurs. Creates new account relationships and deposit retention pathways, turning estate readiness into a growth engine.
Additional platform benefits
- Life event verification engine: Validates death certificates, incapacitation documents, and legal instruments through automated, compliance-ready workflows.
- Core banking integration: Embeds at the point of account origination via core banking platforms. Estate readiness becomes part of account setup.
- AI-powered estate readiness (Prismm Lens): Analyzes account holder data at origination to surface estate readiness gaps and prioritize outreach.
Comparison
How Prismm differs from everything else
| Capability | Estate planning | Vaults | Manual | Prismm |
|---|---|---|---|---|
| Embeds at account origination | ✕ | ✕ | ✕ | ✓ |
| Core banking integration | ✕ | ✕ | ✕ | ✓ |
| Life event verification | ✕ | ✕ | ✕ | ✓ |
| Triggered access | ✕ | Partial | ✕ | ✓ |
| Account transition automation | ✕ | ✕ | 6–18 mo | ✓ Weeks |
| Deposit retention at death | ✕ | ✕ | ✕ | ✓ |
| Beneficiary capture | ✕ | ✕ | ✕ | ✓ |
Product suite
A platform that grows with your institution
Prismm is not a single product, it's an infrastructure suite designed to expand as the estate orchestration category matures.
Anchor
Core estate orchestration platform. Account origination integration, triggered access, life event verification, account transition automation.
Lens
AI-powered estate readiness intelligence. Surfaces gaps, prioritizes outreach, and scores accounts for estate preparedness at origination.
Flow
End-to-end account transition workflow automation. From life event notification through final asset transition, fully digital.
Signal
Predictive analytics for estate risk. Identifies accounts at highest risk of attrition and surfaces proactive retention opportunities.
See the gap your institution is leaving open
Schedule a strategic briefing to understand the estate attrition your institution is experiencing and how to stop it.
Schedule a strategic briefing