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Average Ratings 2 Ratings
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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
API Access
Has API
Screenshots View All
No images available
Integrations
AWeber
Axis LMS
CS-Cart Free
Facebook
Gmail
Google Analytics
Google Contacts
MeridianLink Consumer
MeridianLink Insight
MeridianLink Mortgage
Integrations
AWeber
Axis LMS
CS-Cart Free
Facebook
Gmail
Google Analytics
Google Contacts
MeridianLink Consumer
MeridianLink Insight
MeridianLink Mortgage
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$1.99 one-time
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
eSputnik
Founded
2012
Country
United States
Website
esputnik.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
Email Marketing
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
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
SMS Marketing
2-Way Messaging
Artificial Intelligence
Contact Management
MMS
Mass Texting
Message Personalization
Mobile Coupons
Mobile Keywords
Polls / Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win
