Claritas PRIZM Premier vs. IMS Platform

• Nielsens account managers are amazing. I could brag about my account rep forever.
• Get onsight training, it helps the process start at lightspeed.
• Importing external information into consumerpoint is tricky, but super fast once it is learned. I'm pretty tech saavy and I did it wrong initially. Formatting is finicky. That's part of why the onsight training is so great.

In our specific use case we used IMS to manage the investor acquisition process and manage reporting going forward. Basically, it's a powerful, real-estate focused CRM that understands our pain points and issues. Additionally, it was cost efficient for our organization since we weren't using any of the waterfall technology, nor did we have extensive complicated ownership structures that we needed to import. We were essentially starting from the beginning, with very few implementation needs. In this situation, the software worked perfectly. We have been very happy with the service and technology. That said, if you have an extensive investor relations apparatus and need something that requires a tremendous amount of implementation (i.e. an entire, existing, investor management system) it may be a more difficult process

Incentivized

• Segmentation.
• Media targeting and buying.
• Behavioral research.
• Purchasing behaviors.

• Investor Management
• K-1 Distribution
• New Investment Pages
• Clear Dashboards
• Customer Support

Incentivized

• I would like better projections for micromarkets, such as non US Census metro areas.
• Organic segmentation can be very time consuming, but it always is.

• Confusing UI (Hard to Use)
• Implementation Issues
• Missing Functionality

Incentivized

It can be expensive, but the strategic insights you get from it are unreal. It is one of those products that we now wonder what we did without it. Segmentation is a must in whatever business and PRISM makes it significantly easier. We reviewed several synthetic and organic segmentation methods, including ESRI and k means clustering analysis, and PRIZM is by far the best.

We evaluated IMS against Juniper Square and the Crowdstreet white label platform. IMS came to the top for us because of our specific use case (i.e. less implementation needs, primarily investor acquisition and investor management). Also, at the time, IMS was way more cost effective for the functionality that was offered compared to its immediate competitors

Incentivized

• Definitely a return on investment. We have been able to make much better use of our media buys. We have seen conversion rates skyrocket because of the targeting we were able to do.
• Our media buys were much more cost efffective. An example is the TV listing pages of the newspaper was cheaper than the front page for certain segments.
• It has helped support expansion into a new market for our health insurance products.
• We are able to design products based on the populations needs and behaviors rather than what someone heard.
• We were also able to map risky health behaviors across our service area and target the unhealthy by zip code.

• Increased investor acquisition
• Increase investor engagement
• Saved significant time in managing investor
• Massive time savings in K-1 distribution
• High quality investor reporting system

Incentivized