Alternatives to MeridianLink Engage
Compare MeridianLink Engage alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to MeridianLink Engage in 2026. Compare features, ratings, user reviews, pricing, and more from MeridianLink Engage competitors and alternatives in order to make an informed decision for your business.
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MeridianLink Opening
MeridianLink
MeridianLink® Opening is a digital account opening solution that helps financial institutions simplify onboarding and grow deposits across checking, savings, CDs, and more. The platform combines mobile‑first design, automated workflows, fraud protection, and real‑time decisioning to reduce friction and increase conversions. Features include adaptive forms, save‑and‑resume applications, automated identity verification, instant decisions, immediate funding, and built‑in compliance controls for BO, CIP, KYC, AML, and OFAC. Seamless core integration, in‑application cross‑sell, automated document handling, and ready‑to‑use accounts help institutions reduce operational effort, control risk, and deliver fast, secure, paperless onboarding experiences. -
2
Act!
Act!
Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. -
3
Shape Software
Shape Software
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. -
4
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
5
MeridianLink Consumer
MeridianLink
MeridianLink® Consumer is a cloud-based consumer loan origination system that empowers financial institutions to deliver seamless, digital-first lending experiences that scale with your business. From streamlined digital application functionality to AI-enhanced smart decisioning, the LOS supports a full suite of lending products including personal loans, auto loans, HELOCs, and small business loans, while connecting with hundreds of partner integrations to transform every step of your lending workflow. -
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MeridianLink Mortgage
MeridianLink
MeridianLink® Mortgage is an award‑winning mortgage loan origination solution built to help banks, credit unions, and independent mortgage banks reduce costs, streamline workflows, and grow efficiently. The platform’s modern architecture combines a configurable LOS, a digital‑first borrower POS, built‑in analytics, and deep third‑party integrations to accelerate decisioning and close loans faster. Features include integrated pricing engines, debt optimization, paperless eClosings, broker and correspondent portals, no‑code workflow configuration, open APIs, seamless core connectivity, and hundreds of trusted integrations. Best‑practice defaults and expert administrative support help institutions launch quickly, scale operations, and deliver a seamless borrower experience. -
7
1CRM
1CRM Systems Corp.
1CRM is the All-in-One CRM solution for your business. Available on the Cloud or On-Premise, with quote and orders management, calendar/email, project management, product catalogs, marketing automation, customer service, inventory management and more! Highly customizable to suit the unique needs of your business, including a free Mobile Client App 1CRM has got you (and your customers) covered, whether you are in the office, or on-the-go! A complimentary guided tour of the system, with a 30-day free trial offered to every client, you are sure to hit the ground running from day 1 of your 1CRM experience, with professional services and training available, onboarding could not be simpler.Starting Price: $13.00/month/user -
8
MeridianLink Access
MeridianLink
MeridianLink® Access is a digital-first, highly configurable digital application software built to enhance loan and deposit account application processes. With customizable branding, flexible workflows, and self-service features, MeridianLink Access empowers the smooth application experience consumers expect and the results financial institutions need. On the front end, MeridianLink Access provides an intuitive application experience for consumers. Behind the scenes, it integrates seamlessly with online banking platforms, core banking systems, and MeridianLink’s loan and deposit account origination solutions. This connectivity empowers efficiency across financial institutions’ operations to help teams move faster, work smarter, and deliver better end-to-end experiences. -
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MeridianLink One
MeridianLink
MeridianLink® One is a cloud‑based digital lending and account servicing platform that unifies account opening, loan origination, digital mortgages, collections, marketing, and analytics into a single ecosystem. Designed to support every financial moment—from saving and borrowing to buying a car, purchasing a home, and consolidating debt—the platform automates routine tasks and simplifies complex workflows. With configurable digital acquisition, automated decisioning, real‑time analytics, seamless cross‑sell, core integrations, and enterprise‑grade security, MeridianLink One helps financial institutions work more efficiently, grow smarter, remain compliant, and focus on building stronger customer relationships and serving their communities. -
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MeridianLink Business
MeridianLink
MeridianLink® Business is a cloud-based lending platform that empowers banks and credit unions to streamline their business lending processes. By digitizing the entire loan lifecycle—from application to closing—it enables financial institutions to engage business borrowers online, make data-driven decisions with advanced analytics, and accelerate funding timelines. The platform features smart decisioning tools, a borrower-friendly Business Owner Hub, and rapid deployment capabilities, all designed to enhance efficiency and competitiveness in business lending. Our integrated digital platform supports the entire consumer financial journey—including deposit account opening, consumer loan origination, mortgage and indirect lending, data analytics, marketing, and collections—while connecting with hundreds of trusted vendor partner solutions. Visit our website to learn more. -
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MeridianLink Decision Lender
MeridianLink
MeridianLink® DecisionLender® is an indirect auto lending platform that helps financial institutions compete in dealer‑driven markets. Dealers can submit applications through leading portals, receive instant decisions, e‑contract, and get funded faster. Financial institutions benefit from fewer errors, improved deal capture, and reduced operational strain. Configurable workflows, automated counteroffers, dynamic pricing and dealer reserve calculations, and integrations with DealerTrack, RouteOne®, CUDL®, Kelley Blue Book®, Black Book®, and CARFAX® streamline decisions and funding. Real‑time reporting, advanced decisioning, and a mobile‑ready interface help teams move faster, optimize pricing, and increase pull‑through rates. -
12
MeridianLink Collect
MeridianLink
MeridianLink® Collect is a cloud‑based debt collection software that helps financial institutions stay ahead of delinquency and maximize recovery efforts. Using intelligent automation, predictive analytics, and Propensity‑to‑Pay scoring, teams can prioritize accounts with the highest likelihood of resolution. Real‑time dashboards and pre‑built reports provide visibility into case activity, performance, and portfolio health. Automated omnichannel outreach—including email, SMS, phone, and portal messaging—improves engagement, while self‑service options accelerate repayment. Built‑in compliance controls, customizable queues and data fields, batch document generation, and seamless core and third‑party integrations via REST APIs support efficient, scalable, and compliant collections operations. -
13
Meridian
Meridian
Meridian is an AI-powered CRM and deal-management system built specifically for private-markets investment teams, enabling firms to source deals thematically, manage pipelines, and centralize firm-wide data. It combines native workflows for every level, from associates to partners, so teams can track opportunities, streamline pre-investment-committee collaboration, benchmark potential deals against both internal and public data, and deploy insights via a built-in AI assistant. Users benefit from automated enrichment of company and contact records, email forwarding to capture meeting notes without logging in, and an intuitive mobile/web front end designed to drive adoption across the firm. Meridian supports robust permissions, multi-fund structures, and enterprise-grade security (including SOC 2 compliance) to safeguard sensitive investment data. -
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MeridianLink Consulting
MeridianLink
MeridianLink® Consulting provides financial institutions with expert guidance, proven frameworks, and tailored support to optimize MeridianLink® product performance and continuously improve operations. By aligning strategy to your unique needs, our team helps you implement technology solutions, streamline workflows, and leverage advanced analytics to make smarter, data-driven decisions. With MeridianLink Consulting, your institution can accelerate transformation, sustain improvements, and achieve measurable results that strengthen your bottom line and enhance consumer relationships. -
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MeridianLink Insight
MeridianLink
MeridianLink® Insight is a turnkey data intelligence tool that simplifies real-time analysis for financial institutions, eliminating costly R&D, complex master data management, and high-risk IT processes. With hundreds of pre-built dashboards, customizable reports, and automated delivery, institutions save time, reduce manual effort, and make faster, more informed strategic decisions. Dashboards and reports can be tailored to track KPIs, align with departmental goals, and support executive-level decision making. By providing scalable, secure access to critical data, Insight helps institutions boost revenue, optimize operations, and enhance the consumer experience. -
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MeridianLink Data Connect
MeridianLink
MeridianLink® Data Connect delivers automated, secure access to structured origination data directly into your data warehouse—ready for reporting, analytics, BI tools, and downstream integrations. With more than 65 normalized tables, a comprehensive data dictionary, and an easy-to-consume data model, Data Connect keeps all your data in-house, making it simple to analyze, generate reports, and make smarter, faster decisions. -
17
Unify CRM
Unify
All the tools for business growth using the Unify full-suite mortgage platform. Unify gives top mortgage professionals the software needed to grow their business. Manage key relationships, automate marketing campaigns, and track leads — all in one place built specifically for mortgage professionals. Mortgage Inquiry Alerts is an automated system that monitors your contacts and alerts you when they apply for a mortgage with your competitor, allowing you the opportunity to connect and retain their business. With the Unify mobile app, you can add and view contacts, manage leads, set and receive reminders, view loan details, start marketing campaigns, create flyers, record and send videos, and much more. Everything you need to manage customer relationships can now fit in your pocket. Growing your mortgage CRM business takes time. But as a top mortgage professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you to generate new leads and retain clients -
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Accruent Meridian
Accruent
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. -
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Meridian
Meridian
Meridian is an AI visibility platform designed for enterprise brands and agencies ready to lead in the new era of AI-driven search. Combining visibility and improvement tools, Meridian empowers marketing teams to turn insights into fast, measurable wins. Key Features - Brand Analytics: Track your AI visibility, see where and how AI mentions your brand, and uncover insights to enhance your performance. - Website Insights: Understand how AI sees and crawls your website and product information. - Product Shopping: See how your products are showing up in AI-native shopping experiences, improve their placement, and drive more traffic and sales. - Improvement Actions: With Meridian’s actionable recommendations, quickly resolve problems that impact your AI search visibility, enhancing rankings and driving growth.Starting Price: Custom -
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Prisma Campaigns
Prisma Campaigns
The Agile Marketing Platform for Financial Services. We help Financial Institutions deepen their customer relationships, improve share of wallet, and increase loyalty by allowing them to execute easily personalized campaigns thought all channels, at scale. Online Banking, Web, Mobile, Email, SMS + Others, Prisma Campaigns is a smart omnichannel orchestrator. Based on customer data it allows FIs to effectively deliver segmented and personalized campaigns providing relevant, personal and contextual offer at any stage of the customer journey. From insights to action: Effectively orchestrate real-time segmented campaigns. 1-to-1 personalized messages: Deliver personal and contextual messages and increase conversion rates. All-in-one platform: Manage all your channels from a single place: mobile, web, email, sms, push and more. Fast and easy integration: Plug and play easily with our SDK and go live in less than 6 weeks! #BeRelevant! -
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Meridian
Meridian Cooperative
A best-in-class software setting new standards. Let Meridian Cooperative bring you into the future. Meridian’s browser-based functionality offers more dependability and customization. Meridian FIS/CIS was designed with you in mind. Our intuitive web-based, modular design allows individual pieces to work independently of the status of others. Increase efficiency by accessing Meridian from any internet connected device, in the office or the field. The power of data lies completely in the ability to transform it into meaningful results. At Meridian, we get it. That’s why we do the hard work for you. Our solutions easily link your data with reporting and tracking tools that are easy to understand and work with. From the homepage to personalized columns in reports, take the reins and make your critical data work for you. Our real-time data works to deliver real savings for you and your customers and members. -
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MzeroPlatform
Meridian Kiosks
Meridian’s MzeroPlatform serves as the foundation all of Meridian’s software solutions are built on. As a standalone product, MzeroPlatform functions as a secure kiosk browser, allowing companies to deploy web-based kiosks with web applications and URL whitelisting and blacklisting.Starting Price: $17.00/month/user -
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Aruba Meridian
Aruba Networks
Meridian is a mobile-app software platform from Aruba, a Hewlett-Packard Enterprise company, that allows public-facing enterprise venues – retailers, hotels, casinos, resorts, airports, hospitals, and convention centers – to create or improve mobile apps that engage visitors on their mobile devices. These venues can leverage Meridian to deliver location-relevant information such as mapping, turn-by-turn directions, venue-specific information, and proximity-based notifications to mobile-app users during their visits. The platform’s cloud-based Meridian Editor is a software-as-a-service (SaaS) content management system (CMS) that houses a location’s Meridian-powered app content. It offers an easy way for venues to create a complete app from scratch with its AppMaker features. Infuse your mobile app with location-based features and vastly improve visitor engagement. -
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Google Meridian
Google
Google Meridian is an open source Marketing Mix Modeling (MMM) framework built by Google to help advertisers and analysts accurately measure the impact of their marketing efforts across online and offline channels without relying on cookies or user-level tracking. At its core, Meridian uses a Bayesian causal-inference model that can ingest aggregated data (spend, sales or KPI outcomes, reach/frequency, geo-level data, seasonality, and external controls) to estimate the incremental contribution each marketing channel (e.g., search, social, video, offline media) makes to overall performance, and compute return on ad spend (ROAS), response curves, and optimal budget allocation. Because it’s open source, users have full transparency into methodology and code, giving them control over model configuration, data inputs, and assumptions.Starting Price: Free -
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Teknovate CRM
Teknovative Solution
Teknovate CRM is the best B2B & B2C Sales and Marketing Software for Indian & International Markets that helps by Synchronizing Customer Communication among Business departments. It acts as a Personal Lead Manager for you. It will Capture your Leads from all Sources, Send Introductory Mail/SMS to the Lead & reminding you of all your activities. You can manage multiple departments within one Organization like Sales, Marketing, Projects & tasks, Service Tickets, and Potentially other teams too. Never forget any follow-up by our personalized task reminder dashboard. Automatically Assign leads to the appropriate salesperson based on area or product/service and manage it effectively. Reduce time in follow-up by our marketing automation & auto-follow up the system. Reduce tasks & Increase the performance of your employees. Increase leads conversion ratio by automated, Targeted & constant follow up. Get Live and most advanced reports by Our BI Reporting dashboard.Starting Price: $10 -
26
ZEPIC
ZEPIC
ZEPIC is an AI-infused Customer Engagement Platform that delivers hyper-personalized experiences throughout the customer lifecycle. With Zenie AI at its core, it unifies data, automates cross-channel campaigns, and provides actionable insights, empowering marketers to excel. The platform's built-in CDP offers a 360-degree customer view, driving intelligent audience segmentation and omnichannel activation. ZEPIC's award-winning, intuitive interface enables businesses of all sizes to create impactful marketing campaigns without the need for technical expertise— accelerating business growth.Starting Price: $30/month -
27
HubSpot Customer Platform
HubSpot
Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.Starting Price: Free -
28
Retail Integration
Retail Integration
We provide state-of-the-art multichannel retail and ticketing technology capabilities for the retail, visitor attraction and hospitality sectors. With over 25 years of experience in developing our own proprietary EPOS and retail software solutions, we are the partner of choice to many leading retailers and visitor attraction sites. The flexibility and configurability of the Meridian Retail Platform allows us to create systems tailored to the specific needs of our customers. Meridian Experience is the new integrated, end-to-end retail and customer engagement solution for visitor attraction sites. Manage every aspect of your business, from ticketing and admissions to merchandising, food and loyalty programs. Retail Integration’s Meridian platform will integrate seamlessly with all current systems and provide you with an end-to-end solution, saving you time and money. -
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Gamooga
Gamooga
Deliver 1:1 personalized experiences to users across push notifications, in-app messaging, email, SMS, web push notifications and more. Create dynamic segments based on users' web/app behaviors, channel engagement, location, purchase history etc and and deliver targeted campaigns across all lifecycle stages. Design customer lifecycle campaigns on a graphical interface without needing tech help. Automate all communications sent to your customers across all touchpoints. Deliver consistent and unique experiences to users across all channels of engagement. Personalize marketing messages with user's profile data such as name, location and behavioral data such as products viewed, items in cart etc. Gain real-time actionable insights on your user data with out-of-the-box analytics. Leverage those insights to develop intelligent marketing strategies for maximum impact. Deliver customized experiences with unique product recommendations, dynamic content and personalized offers. -
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FusionGrove
FusionGrove
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. -
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Meridian for RFP Analysis
XRSolutions
Meridian for RFP Analysis is a reliable request for proposal (RFP) management solution for state, federal, and local bids. Available with on-premise deployment and supports Windows operating systems, Meridian for RFP Analysis helps your organization by providing critical proposal artifacts needed to develop a winning proposal. By leveraging Meridian for RFP Analysis, you can create comprehensive proposal outlines and perform efficient requirement analysis on any RFP document. Available on all our products at a per license, annual agreement and includes the following benefits. Unlimited Phone Support. Unlimited email Support. Major version upgrades at no cost. Priority notification of product updates. Access to weekly training webinars. Invitations to Beta testing and product round tables. Build a compliance matrix and cross references with Meridian for RFP Analysis.Starting Price: $98 per month -
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Amplero
Curinos
Typical marketing optimization suffers from a “rules” problem, forcing campaigns down a path to the one “right” answer for large customer segments. Amplero breaks you free. Amplero is a message optimization engine tailored for financial services . The patented AI technology adds an “always-on” experimentation layer to your tech stack to make the most out of every customer touchpoint through authentic, personalized marketing. Adds to your existing marketing technology stack, enhancing prior investments. Deepen product engagement by minimizing the discord between what’s being experienced and what’s being messaged. Identify the customers, messages and incentive level required to drive relationship consolidation. -
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Infosys Meridian
Infosys
Infosys Meridian, a Live Enterprise Workplace Platform, helps companies reimagine experiences in the work-from-anywhere era. The platform is part of Infosys Cobalt and enables enterprises to evolve into a remote-first, hyper-productive anywhere workplace that deepens stakeholder engagement, streamlines work processes, and enhances productivity. Designed to make processes simpler and smarter by adding context to every interaction, and with capabilities such as asset discoverability and digital prototyping. Powers intelligent operations for digital workers, nudging them for better decision-making, guiding them with productivity patterns, and empowering them with playgrounds to test, learn & succeed. Delivers simulated live experiences in an immersive virtual environment allowing for seamless engagement across employees, clients, and value chain partners. -
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Meridian Global LMS
Meridian Knowledge Solutions
Learners gain the ability to select topics of interest and receive relevant recommendations based upon these interests on their homepage and in the catalog. Deliver a personalized, consumer-grade learning experience via an easy to navigate user interface that your learners will love. Meridian Mobile’s robust capabilities allow courses and mobile-friendly materials to be consumed anytime, anywhere, even when offline. Managers, instructors and administrators can also make changes and process approvals on-the-go. The dominKnow | ONE Responsive eLearning Authoring System is included with the Meridian LMS at no additional charge for qualifying new clients. This integration allows your content authors to work collaboratively to rapidly create engaging learning content. Personalize Meridian LMS with your corporate identity. Embed your branding, create custom URLs and domains for different learner audiences and deliver a fully branded mobile app experience to learners on the go. -
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Adobe Marketing Cloud
Adobe
Adobe Marketing Cloud is a comprehensive suite of digital marketing tools designed to help businesses create, manage, and optimize personalized customer experiences across multiple channels. It includes applications for analytics, advertising, content management, email marketing, audience segmentation, and campaign automation, all of which work together to support seamless and impactful marketing strategies. Adobe Marketing Cloud enables marketers to gather in-depth insights on customer behavior through its robust analytics tools, allowing for real-time data-driven decisions. With tools for audience targeting and personalized content delivery, it empowers brands to craft meaningful, consistent experiences across web, mobile, social, and other digital touchpoints. By leveraging the cloud's AI-powered insights and automation capabilities, businesses can streamline their marketing processes and maximize engagement, loyalty, and conversions. -
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Nova360
Nova360 AI
Nova360 AI – Revolutionizing Digital Marketing Automation Nova360 AI is an all-in-one digital marketing automation platform tailored to streamline and optimize online marketing efforts across multiple social media and digital channels. Designed with businesses of all sizes in mind, the software combines intelligent automation, real-time analytics, and multilingual support to ensure maximum efficiency and engagement in digital campaigns. Key Features and Functionalities: Facebook Robot Pro: Automates group postings with AI-generated content (text and images) and schedules posts for optimal engagement. Instagram Scheduler: Simplifies story and feed scheduling, including hashtag optimization. WhatsApp Broadcasts: Enables scheduled and automated messaging for personalized campaigns. LinkedIn Automation: Enhances professional networking by automating post scheduling and engagement.Starting Price: $19 per month -
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Zence Marketing
Easyrewardz
Reimagine Customer Experience with Omnichannel Marketing Automation Platform A multi-channel engagement platform that automates customer communication, delivering consistent, personalized messages across the entire customer lifecycle Key Features: Unified Customer View for Data-Driven Marketing AI-Driven Personalization & Smart Segmentation Omnichannel Customer Engagement & Automated Campaign Orchestration Predictive AI & Smart Marketing Insights Real-Time Dashboard & Advanced Analytics -
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Yournotify
Yournotify
Yournotify: A Powerful Marketing Automation Platform for Customer Acquisition, Engagement, and Retention In today's fast-paced digital world, businesses need a seamless and effective way to connect with their audience, generate leads, and build long-term customer relationships. Yournotify empowers businesses with cutting-edge tools to drive customer acquisition, engagement, and retention through automated marketing solutions. Why Businesses Choose Yournotify With Yournotify, businesses can: Generate high-quality leads – Capture and nurture potential customers with advanced lead generation tools. Automate marketing campaigns – Streamline and personalize email and SMS marketing campaigns for maximum impact. Boost customer engagement – Deliver timely and relevant messages to keep your audience engaged. Enhance customer retention – Build lasting relationships with automated follow-ups and personalized messaging.Starting Price: $10 -
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Mortgage iQ
CRMnow
Intuitive. Smart. Complete. Mortgage iQ takes your business to the next level. Delivering Mortgage CRM, Lead Management and Marketing for Retail, Wholesale/Correspondent and/or Consumer Direct Lenders. We've got you covered. Our CRM Platform includes serious firepower to serve the needs of all of your organization's departments. Mortgage iQ CRM improves your efficiency. Leverage the power of Mortgage iQ's list management capabilities to drive focus and attention on the relationships that matter. Let Mortgage iQ do the driving. Our team will assist you in configuring strategic touch point campaigns or "tracks" for borrowers, transactions, Realtors and other Partners in your database. Create Beautiful Templates for high impact. Our powerful yet easy-to-use Template Editor provides the tools to create great-looking emails that you can use for drip campaigns, mass emails or single use. Top Originators Demand it. So should you. -
40
Agentforce 360 for Financial Services
Salesforce
Agentforce 360 for Financial Services is Salesforce’s AI-powered CRM platform built specifically for banking, insurance, and wealth management organizations. It enables firms to become agentic enterprises by combining trusted AI with unified customer data. The platform empowers advisors, bankers, brokers, and service teams to proactively engage customers and drive revenue growth. Financial Services Cloud centralizes front-, middle-, and back-office operations on one connected system. AI-powered automation improves productivity, streamlines onboarding, and personalizes customer interactions. Purpose-built solutions support retail banking, commercial banking, insurance, lending, and wealth management. Agentforce 360 helps financial institutions increase ROI, enhance customer loyalty, and modernize digital experiences at scale. -
41
Laser Credit Access
Laser Accuracy
LASER Credit Access creates a seamless integration from your salesforce org to the Industry leading providers of credit data. Experian, Equifax or TransUnion or one of almost 40 CRA’s. Including MeridianLink, CBCInnovis and Factual Data. Once you’ve installed the LASER Credit Access app from the AppExchange and had an opportunity to test it and realize how much it can improve your workflow, you’ll need to set up a full account so that you can start running live credit reports directly from Salesforce to your credit bureau account. Please note that setting up an account typically takes about 24 hours after you’ve submitted your account set up form. To set up an account we will need to collect some specific information about your account with the credit bureau that you will be using. Each of the credit bureaus information is a little different so be careful in completing the account set up form. It will not work unless the data is 100% accurate. -
42
Q4
Q4
Replace your fragmented solutions with the AI enabled IR Ops Platform—a unified system for attracting investors, managing relationships, and keeping your finger on the market’s pulse. Be smarter, more efficient, and elevate IR into your company’s strategic advantage. Only Q4 works across every critical touchpoint between public companies and the capital markets. From building your website and virtual events to elevating how you engage with the markets, to transforming data into a proactive targeting strategy. With the Q4 Platform, public companies across all industries and market caps can launch and measure the impact of a complete investor relations strategy. With a platform approach, all data generated by investors across your program can be aggregated alongside shareholder analytics for insights to shape a communication strategy investors value while identifying and prioritizing the shareholders that matter. -
43
Adobe Marketo Engage
Adobe
Adobe Marketo Engage is a powerful, scalable and marketer-friendly marketing automation solution that enables brands to create a global marketing COE to orchestrate and execute cross channel campaigns across buying journeys. It helps improve buyer engagement and conversions by personalizing content based on buyer signals, behavior & AI to create tailored journeys for individuals and teams. It aligns strategy, messaging and execution across marketing and sales by sharing customer engagement data & insights between them; increasing sales productivity. It optimizes marketing impact through out of the box dashboards, customizable reports and multi-touch attribution. It connects new data sources without extensive IT support, creating a central hub for customer intelligence to improve efficiency, ROI and customer experience. -
44
ANALEC InsightsCRM
ANALEC
ANALEC InsightsCRM is a domain-specific customer relationship management platform built for the capital markets industry. Designed for banking, asset management, trading, and private equity firms, it helps eliminate information silos, improve collaboration, and drive profitable client relationships. The platform delivers intuitive workflows and superior UI/UX that boost adoption and reduce manual tasks by up to 65%. With seamless third-party integrations and customizable modules, it adapts effortlessly to complex financial workflows. InsightsCRM empowers users with real-time intelligence to enhance deal management, client engagement, and post-investment monitoring. Trusted by global financial institutions, ANALEC enables firms to operate with greater transparency, speed, and data-driven precision. -
45
TotalExpert
Total Expert
Deepen your relationships with industry-leading integrations and reporting tools to make your data work for you. Develop more actionable insights with a single source of truth to deeply understand your customers and their financial journeys–transforming engagement and building a better customer experience. Create a data-rich ecosystem at the core of your sales and marketing activities. Then leverage these insights to dig into performance and truly understand your ROI. Total Expert is the CRM and customer engagement platform uniquely built for banks. Banks that partner with Total Expert have grown 2.2x the speed of the industry and win deeper customer relationships, drive higher retention, and provide greater customer satisfaction – all through a hybrid digital + human approach. -
46
Swift Digital Suite
Swift Digital
Swift Digital is a web-based marketing automation suite targeted towards government agencies, enterprise businesses, education providers and financial institutions seeking more sophisticated marketing automation software that can handle email marketing, SMS, landing pages, lead scoring, and end-to-end events. The software allows users to create stunning email campaigns and newsletters with the use of a simple drag and drop builder. Create custom journeys and automate campaigns, along with the ability to track customer behaviour and allocate an engagement score. Want to know how a campaign is tracking? Easy, Thanks to an advanced insights dashboard, users can easily view statistics and monitor all marketing efforts. Host an event, it's simple with an event management function. Users have the tools to help plan, manage invites, payments, check-in functions, and print name labels. Integrate the software via an integration option, providing users with more features and functionality. -
47
Marsello
Marsello
Marsello has everything you need to create, retain, and grow loyal customers. Launch a fully branded loyalty program that works seamlessly with your eCommerce and in-store point of sale (POS) systems, then put your loyalty data to work with connected marketing, SMS, and social media add-ons. Loyalty: Points-based programs, rewards, VIP tiers, and digital wallet passes for Apple and Google Wallet. Marketing: Email campaigns, SMS marketing, automations, and customer feedback surveys. Social: Post scheduling, a content calendar, media library, and link in bio. Our platform is designed to help you engage your shoppers, simplify your marketing, and drive lasting customer loyalty, in-store and online.Starting Price: $125 per month -
48
eSputnik
eSputnik
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.Starting Price: $1.99 one-time -
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Impact Engine
Impact Engine
Impact Engine was launched in 2012 as an accelerator fund with the goal of identifying promising entrepreneurs starting businesses with the potential to drive both attractive financial returns and positive social impact. Impact Engine raised two subsequent accelerator funds in 2013 and 2014, all focused on investing in pre-seed stage companies. Across the three accelerator funds, Impact Engine invested in a portfolio of 23 companies. Our mission is to bring more capital to a market where financial returns are linked to positive social and environmental impacts. We manage funds for institutions and individuals that invest in for-profit, positive-impact businesses in private markets, and we bring community together in service of building the impact investing field. We are an investment firm with a mission to bring more capital to a market where financial returns are linked to positive social & environmental impacts. -
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Salesforce Marketing Cloud Account Engagement (formerly Pardot) is the tool of choice to optimize B2B Marketing automation, without need the need of complicated IT or Development assistance. The platform is designed to help users drive high-quality leads and maintain a full pipeline to help maximize profits. The feature-rich interface offers tools for Analytics, ROI Tracking, Campaign Segmentation, Channel Management, Drip Campaigns, Landing Pages, Web Forms, Lead Management, Nurturing, & Scoring, Multivariate Testing, Search & Social Marketing, and Website Visitor Tracking. Build lasting relationships with customers through scaled, personalized outreach, while aligning with sales and service. Build dynamic and personalized emails and landing pages with clicks, not code. Give reps full visibility into prospect engagement and seamlessly pass along leads.Starting Price: $1000.00/month/user