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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
Implement behavior-driven bulk and automated campaigns across multiple channels. Leverage sophisticated multichannel marketing techniques to enhance operational efficiency. Cultivate a dedicated customer base while ensuring high retention rates. Gather insights on customer behavior through their browsing patterns, messages received, cart activities, and CRM data. Develop tailored recommendations that foster valuable, lasting relationships. Execute large-scale promotional campaigns and automated series featuring suggestions across all platforms. Utilize upselling tactics to boost the frequency of purchases. Initiate your digital marketing journey instantly by launching custom-designed campaigns right from the day of registration! Take advantage of pre-established workflows for various events, whether it’s abandoned carts or personalized welcomes. Enjoy complimentary support for businesses at any level of growth. Customize every engagement on each platform by harnessing real-time user behavior analytics. Drive sales through loyalty initiatives, unique promo codes, and personalized discounts that cater to every individual customer, ensuring a unique experience for each user. Additionally, regularly analyze campaign performance to optimize results and refine strategies for ongoing success.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
AWeber
No
CS-Cart Free
No
Gmail
No
Google Analytics
No
Google Contacts
No
MeridianLink Consumer
Yes
MeridianLink Insight
Yes
MeridianLink Mortgage
Yes
MeridianLink One
Yes
MeridianLink Opening
Yes
Integrations
AWeber
Yes
CS-Cart Free
Yes
Gmail
Yes
Google Analytics
Yes
Google Contacts
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
$1.99 one-time
Free Trial
Yes
Free Version
Yes
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
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
MeridianLink
Founded
1998
Country
United States
Website
www.meridianlink.com/products/engage/
Vendor Details
Company Name
eSputnik
Founded
2012
Country
United States
Website
esputnik.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
Email Marketing
A/B Testing
Yes
Artificial Intelligence
No
Auto-Responders
Yes
CAN SPAM Compliance
No
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
No
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
No
Lead Scoring
No
Sales Intelligence
Yes
Search Marketing
No
Segmentation
Yes
Social Marketing
No
Website Visitor Tracking
No
SMS Marketing
2-Way Messaging
Yes
Artificial Intelligence
No
Contact Management
Yes
MMS
No
Mass Texting
No
Message Personalization
Yes
Mobile Coupons
Yes
Mobile Keywords
Yes
Polls / Voting
No
Reporting/Analytics
Yes
Scheduled Messaging
Yes
Shortcodes
No
Text-to-Win
No
