Prism: Building Inheritance Infrastructure for Financial Institutions to Connect with the Next Generation of Beneficiaries

Martha Sela Underwood, founder and CEO of Prism, presents an infrastructure platform designed to help financial institutions capture beneficiary relationships before wealth transfer occurs. The talk combines a personal story behind the company's founding with a product demo, traction data, and a judge Q&A covering customer incentives, implementation timelines, and competitive positioning.

■ The Case for Inheritance Infrastructure
- Family experience with locating assets after an unexpected accident
- The $124 trillion wealth transfer and banks' readiness gap
- Why beneficiary data goes stale and manual processes break down

■ Product Demo and Portfolio
- Designate: client-side beneficiary updates with a back-office queue and data-quality reporting
- Prism Anchor (vault) and Prism Continuity (transfer platform)
- How banks monitor, remind, and confirm beneficiary designations

■ Market, Traction, and Business Model
- Integration with core banking systems, patents in process, active pipeline, and 12-week deployment
- Contract size, target segment of banks and credit unions, and revenue structure
- Q&A on adoption tactics, global expansion, and implementation details

Suitable for banking and fintech professionals, founders, and investors evaluating wealth-transfer infrastructure. Viewers can gain an understanding of the beneficiary data problem, how an embedded solution operates within existing bank apps, and what drives procurement decisions in this segment.