MeridianLink Engage

MeridianLink Engage

MeridianLink
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About

The fusion of Account-Based Marketing (ABM) and Account-Based Sales (ABS) drives incremental revenue growth and pipeline velocity. Segment and prioritize high-value accounts using augmented insights. Build structured plays with custom content and guided selling to engage customers. Demonstrate value and measure impact with detailed metrics and reporting dashboards. Orchestrate account-based plays at scale. Engage customers through guided sales motions. FusionGrove enables B2B sales teams, marketing teams, and channel partners to collaboratively transform revenue success. Progress leads and close deals faster. Effectively engage accounts with guided sales motions and optimized content. Directly assign leads to sales reps or channel partners. Improve campaign performance and lead conversion with augmented account insights and precision targeting. Build structured plays that synchronize account-based interactions.

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

B2B sales and marketing teams wanting a solution to grow, protect and expand their customer base

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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Review this Software

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

FusionGrove
Australia
fusiongrove.com

Company Information

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

Alternatives

Foundry ABM

Foundry ABM

Foundry

Alternatives

MeridianLink Access

MeridianLink Access

MeridianLink
MeridianLink One

MeridianLink One

MeridianLink
Spiceworks Ziff Davis (SWZD)

Spiceworks Ziff Davis (SWZD)

Spiceworks Ziff Davis

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 FusionGrove and update features and information
Claim FusionGrove and update features and information
Claim MeridianLink Engage and update features and information
Claim MeridianLink Engage and update features and information