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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
Replace your fragmented systems with the AI-enabled IR Ops Platform, a unified system that allows you to attract investors, manage relationships, and keep your finger on market pulse. Be smarter and more efficient. Elevate IR to your company's competitive advantage.
Only Q4 can work across all critical touchpoints between public companies and capital markets. From building your website, virtual events and elevating the way you engage with markets to transforming data to a proactive targeting approach.
The Q4 Platform allows public companies of all sizes and industries to launch and measure an investor relations strategy. Platforms allow you to aggregate all the data generated by your investors and combine it with shareholder analytics. This will give you insights that can be used to create a communication strategy that investors value, while also identifying and prioritizing shareholders who matter.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
MeridianLink Consumer
Yes
MeridianLink Insight
Yes
MeridianLink Mortgage
Yes
MeridianLink One
Yes
MeridianLink Opening
Yes
Integrations
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
No
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
No
Vendor Details
Company Name
MeridianLink
Founded
1998
Country
United States
Website
www.meridianlink.com/products/engage/
Vendor Details
Company Name
Q4
Founded
2005
Country
Canada
Website
www.q4inc.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
Financial CRM
Account Alerts
No
Asset Management
Yes
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
Yes
Client Management
Yes
Commodities
Yes
Compliance Reporting
No
Data Import / Export
Yes
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
No
Risk Management
No
Investor Relations
Automated Reporting
No
Compliance Management
No
Custom Emails / Newsletters
No
Data Centralization
No
Deal & Acquisition Management
Yes
Document Creation
No
Document Management
No
Electronic Signature
No
IR Website Builder
No
Investor CRM
Yes
Investor Transactions / Valuations
No
Video Conferencing
Electronic Hand Raising
Yes
Mobile Access
Yes
On-Demand Webcasting
Yes
Presentation Streaming
Yes
Presentation Tools
Yes
Private Chat
Yes
Real-Time Chat
Yes
Record & Playback Ability
Yes
Screen Sharing
Yes
Two-Way Audio & Video
Yes
Video Conferencing
Yes
Whiteboard
Yes
Virtual Event Platforms
Alerts/Notifications
Yes
Attendee Management
Yes
Customizable Branding
No
Event Management
Yes
File Sharing
No
Lead Capture
No
Live Audio/Video Chat
No
Live Text Chat
Yes
Mobile Access
No
Moderation
Yes
Pre-made Templates
No
Presentation Tools
Yes
Q&A
Yes
Reporting/Analytics
Yes
Social Media Promotion
No
Surveys/Polls
Yes
Virtual Booths
No
Virtual Lobby
No
Web Conferencing
Electronic Hand Raising
Yes
Mobile Access
Yes
On-Demand Webcasting
Yes
Presentation Streaming
Yes
Presentation Tools
Yes
Private Chat
Yes
Real-Time Chat
Yes
Record & Playback Ability
Yes
Screen Sharing
Yes
Two-Way Audio & Video
Yes
Video Conferencing
Yes
Whiteboard
Yes
Website Builder
Auto Update
Yes
Content Import / Export
Yes
Drag & Drop
No
Invoices
Yes
Landing Pages / Web Forms
Yes
Newsletter Management
Yes
Online Booking
Yes
Online Store Builder
No
Pre-built Templates
Yes
Real Time Editing
Yes
SEO
Yes
Survey Builder
No
White Label
No
