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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Experience top-tier software that is redefining industry benchmarks. Step into the future with Meridian Cooperative, where our browser-based capabilities ensure unparalleled reliability and adaptability. Designed with your needs at the forefront, Meridian FIS/CIS boasts an intuitive, modular web-based framework that allows each component to function seamlessly, regardless of the others. Enhance your productivity by accessing Meridian from any device with internet connectivity, whether you are in the office or out in the field. The true potential of data lies in its capacity to be transformed into actionable insights. At Meridian, we understand this principle deeply. This is why we undertake the complex tasks on your behalf, providing solutions that effortlessly connect your data with user-friendly reporting and tracking tools. From the main dashboard to customizable report columns, you have the power to harness your vital information. Our real-time data capabilities translate into tangible savings for both you and your clients, ensuring that you can make informed decisions swiftly. By prioritizing user experience and the efficacy of data application, Meridian sets you on the path to success.

Description

MeridianLink® Engage helps financial institutions accelerate growth and deepen engagement by transforming core and third-party data into actionable insights. Through behavior-based segmentation, this banking personalization solution delivers message-driven campaigns across lending, deposits, and card products. With MeridianLink Engage, institutions can strengthen relationships, drive measurable revenue, expand share of wallet, and clearly demonstrate marketing’s impact on the bottom line.  Behavior-Based Segmentation Uncover high-value growth opportunities by identifying consumers based on real behaviors, so every message drives stronger engagement and higher conversion. Cross-Sell Capabilities Boost portfolio growth by pinpointing the best moments to retain at-risk accounts, re-activate dormant users, and cross-sell products that expand relationships and revenue. Smart Campaign Management Increase marketing efficiency with intuitive, automated targeting rules that streamline execution, reduce manual effort, and scale personalized campaigns with ease. Data-Driven Personalization Turn core and third-party data into highly personalized campaigns that increase relevance, boost conversion rates, and accelerate long-term accountholder value. Mine application, LOS, and credit data to identify actionable cross-sell opportunities. Real-Time Campaign Reporting Track pre- and post-campaign behaviors, measure conversions, and optimize outreach with clear performance insights that encourage greater ROI. Use reports’ recommended actions and predictive outcomes to further refine campaigns.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

MeridianLink Consumer No 
MeridianLink Insight No 
MeridianLink Mortgage No 
MeridianLink One No 
MeridianLink Opening No 

Integrations

MeridianLink Consumer Yes 
MeridianLink Insight Yes 
MeridianLink Mortgage Yes 
MeridianLink One Yes 
MeridianLink Opening Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Schedule a demo to see the solution in action and receive a customized pricing plan tailored to your organization's unique needs and goals.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Meridian Cooperative

Founded

1976

Country

United States

Website

www.meridian.coop/solutions/

Vendor Details

Company Name

MeridianLink

Founded

1998

Country

United States

Website

www.meridianlink.com/products/engage/

Product Features

Utility Billing

ACH Payment Processing Yes 
Account Management Yes 
Billing & Invoicing Yes 
Cable No 
Collections Management Yes 
Customer Management Yes 
Electricity No 
Meter Management Yes 
Metered Billing Yes 
Move In / Move Out No 
Natural Gas No 
Non-Metered Billing Yes 
Online Payment Processing Yes 
Penalty / Cut-Off Processing Yes 
Rate Management Yes 
Service Call Management No 
Trash No 
Water Yes 
Work Order Management Yes 

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs No 
Drip Campaigns No 
Dynamic Content No 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence No 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

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