MeridianLink Engage

MeridianLink Engage

MeridianLink
NordicCRM

NordicCRM

Silahub Technologies
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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.

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.

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

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

Audience

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

Audience

Canadian service businesses, agencies, consultants, and small sales teams.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

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 Version Not Supported
Free Trial Not Supported

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

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

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

Silahub Technologies
Founded: 2022
Canada
nordiccrm.ca

Alternatives

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MeridianLink

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Categories

Financial CRM Supported

Categories

CRM Supported

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

Integrations

MeridianLink Consumer Supported
MeridianLink Insight Supported
MeridianLink Mortgage Supported
MeridianLink One Supported
MeridianLink Opening Supported
WhatsApp Not Supported

Integrations

MeridianLink Consumer Not Supported
MeridianLink Insight Not Supported
MeridianLink Mortgage Not Supported
MeridianLink One Not Supported
MeridianLink Opening Not Supported
WhatsApp Supported
Claim MeridianLink Engage and update features and information
Claim MeridianLink Engage and update features and information
Claim NordicCRM and update features and information
Claim NordicCRM and update features and information