MeridianLink Engage

MeridianLink Engage

MeridianLink
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About

Keep all your documents and drawings in one place with our top-performing enterprise document management software. Meridian provides a single source of truth, configurable workflows to streamline collaboration with all internal departments and ensures every document change is versioned and audited to demonstrate regulatory compliance. Engineering document management is the process of effectively searching for, finding and managing the complex engineering documents – including CAD files, drawings, designs, technical documents and communication documents, that exist in AEC organizations (Architecture, Engineering & Construction). Effective engineering document management can often be difficult for businesses in these industries. Meridian’s document management system for engineering projects can resolve these concerns. Meridian can centralize an organization’s relevant documents and drawings while automating key processes.

About

MeridianLink® Engage is a banking personalization and marketing intelligence solution that helps financial institutions accelerate growth and deepen accountholder engagement. By transforming core and third‑party data into actionable insights, Engage enables behavior‑based segmentation and message‑driven campaigns across lending, deposits, and card products. Smart campaign management, automated targeting, and workflow automation reduce manual effort while increasing conversion. Real‑time reporting measures campaign impact and ROI, while seamless integration across the MeridianLink® One platform connects origination, account opening, analytics, and digital applications—helping institutions expand share of wallet, drive revenue, and clearly demonstrate marketing’s impact on the bottom line.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Engineers looking for an enterprise document management solution to keep all their documents and drawings in one place

Audience

Credit unions and banks looking to automate their marketing communication to deliver better products and experiences to consumers.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Accruent
Founded: 1995
United States
www.accruent.com/solutions/engineering-document-management-meridian

Company Information

MeridianLink
Founded: 1998
United States
www.meridianlink.com/products/engage/

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Categories

Categories

Financial CRM Features

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

Integrations

MeridianLink Consumer
MeridianLink Insight
MeridianLink Mortgage
MeridianLink One
MeridianLink Opening

Integrations

MeridianLink Consumer
MeridianLink Insight
MeridianLink Mortgage
MeridianLink One
MeridianLink Opening
Claim Accruent Meridian and update features and information
Claim Accruent Meridian and update features and information
Claim MeridianLink Engage and update features and information
Claim MeridianLink Engage and update features and information