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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

As customer demands evolve rapidly alongside technological advancements and new competitors continuously enter the market, Engage empowers Financial Institutions to effectively cater to the distinct requirements of each individual customer. This all-encompassing solution for consumer lending, account management, and card marketing automation enhances your understanding of customers by creating detailed profiles that reveal their specific needs and timing. By facilitating opportunities that drive revenue throughout your organization, Engage allows you to precisely target your audience with tailored and pertinent communications while also measuring the results on your financial performance. By integrating your internal data with third-party information through our state-of-the-art decision-making and marketing platform, Engage eliminates the burdensome tasks of IT data retrieval, organization, and manual reporting for marketing initiatives. Additionally, it streamlines your processes and elevates the client experience in your lending growth strategies through seamless connections to MeridianLink's Consumer loan origination software and MeridianLink Portal, ultimately fostering deeper customer relationships and enhanced service delivery.

Description

OptiKPI is a CRM and retention platform that was designed specifically for iGaming companies. It provides them with data-driven tools to improve player engagement, retention and lifetime value. The platform uses real-time data from customers to deliver customized marketing campaigns that increase revenue and foster loyalty. OptiKPI, built by marketing experts, simplifies complex retention strategy, allowing businesses create tailored experiences that resonate well with players. Intelligent segmentation, automated campaign, and real-time monitoring are just some of the capabilities that come with this platform. These features help businesses engage their players and drive long-term values. OptiKPI supports businesses of all sizes by providing enterprise-level features in a user-friendly package.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

Firebase
HubSpot CRM
HubSpot Customer Platform
Mailchimp
MeridianLink Consumer
MeridianLink Insight
MeridianLink One
MeridianLink Opening
SendGrid
Textlocal
Twilio

Integrations

Firebase
HubSpot CRM
HubSpot Customer Platform
Mailchimp
MeridianLink Consumer
MeridianLink Insight
MeridianLink One
MeridianLink Opening
SendGrid
Textlocal
Twilio

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

MeridianLink

Founded

1998

Country

United States

Website

www.meridianlink.com/products/engage/

Vendor Details

Company Name

OptiKPI

Founded

2016

Country

Finland

Website

www.optikpi.com

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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