MeridianLink EngageMeridianLink
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NordicCRMSilahub Technologies
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Related Products
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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.
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About
NordicCRM is a cloud-based customer relationship management and marketing automation platform for Canadian service businesses, agencies, consultants, and small sales teams. It brings contact records, lead capture, shared conversations, sales pipelines, booking calendars, forms, landing pages, websites, email and SMS campaigns, and workflow automation into one workspace. Teams can assign leads, track opportunities and next steps, schedule appointments, send follow-up reminders, and manage customer activity. The platform also includes review-request and reputation workflows, reporting, and tools for organizing marketing campaigns. NordicCRM offers CAD-billed plans, guided onboarding, migration support, training, and implementation assistance. Availability and limits for communication, AI, and third-party services depend on plan and configuration.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Credit unions and banks looking to automate their marketing communication to deliver better products and experiences to consumers.
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Audience
Canadian service businesses, agencies, consultants, and small sales teams.
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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PricingSchedule a demo to see the solution in action and receive a customized pricing plan tailored to your organization's unique needs and goals.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
CA$97/month
Starter costs CA$97/month for 3 users and 5,000 contacts. Plans are billed monthly in CAD. The 14-day free trial costs $0 and requires a payment card for verification. Starter does not include SMS or email credits; messaging usage is charged separately.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationMeridianLink
Founded: 1998
United States
www.meridianlink.com/products/engage/
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Company InformationSilahub Technologies
Founded: 2022
Canada
nordiccrm.ca
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Categories |
Categories |
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Financial CRM Features
Account Alerts
Not Supported
Asset Management
Not Supported
Expense Tracking
Not Supported
Household Tracking
Not Supported
Influence Tracking
Not Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Not Supported
Team Assignments
Not Supported
Territory Management
Not Supported
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Integrations
MeridianLink Consumer
Supported
MeridianLink Insight
Supported
MeridianLink Mortgage
Supported
MeridianLink One
Supported
MeridianLink Opening
Supported
WhatsApp
Not Supported
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Integrations
MeridianLink Consumer
Not Supported
MeridianLink Insight
Not Supported
MeridianLink Mortgage
Not Supported
MeridianLink One
Not Supported
MeridianLink Opening
Not Supported
WhatsApp
Supported
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