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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

Strad Pro is a cloud-based CRM tailored for Family Offices, specifically created for professionals like financial advisors, legal experts, tax consultants, and insurance agents, enabling them to deliver a comprehensive virtual family office experience to clients across all wealth tiers. This platform provides an all-encompassing overview of clients’ assets, debts, and legal documents, along with a centralized task management system, customizable workflows, and a secure document repository. Additionally, it features a collaborative portal where clients and advisors can interact effectively, along with marketing resources that can be branded for both digital and print use. Strad Pro is also certified under SOC 2 Type 2, ensuring top-notch data security and privacy. With Strad Pro, advisory teams are equipped to work together effortlessly, optimize their operations, improve the client experience, and broaden their service offerings by delivering family office-style assistance. This innovative solution transforms the way advisory professionals manage their client relationships and enhances overall service delivery.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

MeridianLink Consumer
MeridianLink Insight
MeridianLink Mortgage
MeridianLink One
MeridianLink Opening

Integrations

MeridianLink Consumer
MeridianLink Insight
MeridianLink Mortgage
MeridianLink One
MeridianLink Opening

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

Strad Pro

Country

United States

Website

strad.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

Financial CRM

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

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