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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.
Description
The Agile Marketing Platform for Financial Services
Financial Institutions can use our services to deepen customer relationships, increase share of wallet, and increase loyalty. We allow them to easily execute personalized campaigns through all channels, at scale.
Prisma Campaigns, an intelligent omnichannel orchestrator, can be used for online banking, mobile banking, email, SMS, and other channels. It uses customer data to allow FIs deliver targeted and personalized campaigns that are relevant, personal, and contextual at every stage of the customer journey.
From insights to action
Effectively orchestrate segmented real-time campaigns.
1-to-1 personalized messages
Increase conversion rates by delivering personal and contextual messages
All-in-one platform
All your channels can be managed from one place: mobile, web and email.
Integration is fast and simple
Our SDK is easy to use and you can go live in 6 weeks.
#BeRelevant
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Fastfill
No
MeridianLink Consumer
Yes
MeridianLink Insight
Yes
MeridianLink Mortgage
Yes
MeridianLink One
Yes
MeridianLink Opening
Yes
Integrations
Fastfill
Yes
MeridianLink Consumer
No
MeridianLink Insight
No
MeridianLink Mortgage
No
MeridianLink One
No
MeridianLink Opening
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
Pricing Details
No price information available.
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
MeridianLink
Founded
1998
Country
United States
Website
www.meridianlink.com/products/engage/
Vendor Details
Company Name
Prisma Campaigns
Founded
2015
Country
United States
Website
www.prismacampaigns.com
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
Product Features
AB Testing
Audience Targeting
Yes
Campaign Segmentation
Yes
Funnel Analysis
Yes
Heatmaps
No
Landing Pages / Web Forms
Yes
Multivariate Testing
Yes
Split Testing
Yes
Statistical Relevance Analysis
Yes
Surveys
Yes
Test Scheduling
Yes
Visual Editor
Yes
Artificial Intelligence
Chatbot
No
For Healthcare
No
For Sales
Yes
For eCommerce
No
Image Recognition
No
Machine Learning
Yes
Multi-Language
No
Natural Language Processing
No
Predictive Analytics
Yes
Process/Workflow Automation
Yes
Rules-Based Automation
Yes
Virtual Personal Assistant (VPA)
No
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
Yes
Credit Card Management
No
Credit Union
Yes
Investment Banking
Yes
Multi-Branch
Yes
Online Banking
Yes
Private Banking
Yes
Retail Banking
Yes
Risk Management
No
Securities Management
No
Transaction Monitoring
No
Campaign Management
Channel Management
Yes
Contact Database
Yes
Email Marketing
Yes
Event Triggered Actions
Yes
Lead Management
Yes
Multi-Campaign
Yes
Email Marketing
A/B Testing
Yes
Artificial Intelligence
No
Auto-Responders
Yes
CAN SPAM Compliance
Yes
Customer Surveys
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Event Triggered Email
Yes
Image Library
Yes
Landing Pages/Web Forms
Yes
Mailing List Management
Yes
Mobile Optimized Emails
Yes
Reporting/Analytics
Yes
Subscriber Management
Yes
Template Management
Yes
WYSIWYG Email Editor
Yes
Marketing Automation
A/B Testing
Yes
Analytics / ROI Tracking
Yes
Artificial Intelligence
No
Content / Blogging Platform
No
Customizable CTAs
Yes
Drip Campaigns
Yes
Dynamic Content
Yes
Landing Pages / Web Forms
Yes
Lead Scoring
No
Sales Intelligence
Yes
Search Marketing
No
Segmentation
Yes
Social Marketing
Yes
Website Visitor Tracking
Yes
Online Banking
Brokerage
No
Cash Management
No
Chat / Messaging
Yes
Credit Card Management
No
Electronic Statements
No
Fraud Detection
No
Loan Management
No
Marketing Automation
Yes
Retail Banking
Yes
Single Sign On
No
Transaction Monitoring
No
Personalization
A/B Testing
Yes
Abandoned Cart Saver
Yes
Account Based Marketing
Yes
Behavioral Targeting
Yes
Campaign Segmentation
Yes
Content Analytics
Yes
Contextual Targeting
Yes
Customer Profiles
Yes
Experience Management
Yes
Recommendation Engine
Yes
Website Personalization
Yes
