MeridianLink Engage

MeridianLink Engage

MeridianLink
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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

Behavior-based bulk and automated omnichannel campaigns. Use advanced multichannel marketing strategies to increase business efficiency. Build a loyal audience and retain customers. Collect customer information based on browser behavior, sent messages, cart status, and CRM records. Create best personalized recommendations to build profitable long-term relationships. Send bulk promo campaigns and triggered series with recommendations in all channels. Employ up-sell to increase purchase frequency. Get started with digital marketing right away! Send custom designed campaigns on the first day of registration! Use ready-made workflows for any event, from abandoned carts to personalized greetings. Free support for businesses at any stage of development. Personalize every interaction in each channel based on real-time user behavior data. Increase sales with loyalty programs, individual promocodes, and personalized discounts for each customer.

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

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

Audience

Businesses of all sizes

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

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$1.99 one-time
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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

eSputnik
Founded: 2012
United States
esputnik.com

Alternatives

MeridianLink Access

MeridianLink Access

MeridianLink

Alternatives

MeridianLink One

MeridianLink One

MeridianLink

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

Marketing Automation Features

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

Email Marketing Features

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

SMS Marketing Features

2-Way Messaging
Artificial Intelligence
Contact Management
Mass Texting
Message Personalization
MMS
Mobile Coupons
Mobile Keywords
Polls / Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win

Integrations

AWeber
Axis LMS
Facebook
Gmail
Google Analytics
Google Contacts
MeridianLink Consumer
MeridianLink Insight
MeridianLink Mortgage
MeridianLink One
MeridianLink Opening
Retently
SaveMyLeads
Shopify
Slack
Stackreaction
Stripo.email
Weblium
Wufoo
Zapier

Integrations

AWeber
Axis LMS
Facebook
Gmail
Google Analytics
Google Contacts
MeridianLink Consumer
MeridianLink Insight
MeridianLink Mortgage
MeridianLink One
MeridianLink Opening
Retently
SaveMyLeads
Shopify
Slack
Stackreaction
Stripo.email
Weblium
Wufoo
Zapier
Claim MeridianLink Engage and update features and information
Claim MeridianLink Engage and update features and information
Claim eSputnik and update features and information
Claim eSputnik and update features and information