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Description
Salesforce Agentforce 360 for Financial Services is an industry-specific CRM solution designed to transform financial institutions into AI-driven enterprises. It connects data, automation, and intelligent agents to help teams deliver personalized and proactive service. Advisors and relationship managers gain real-time insights to better understand customer goals and financial journeys. The platform streamlines onboarding, compliance, lending, and service workflows across channels. Financial Services Cloud unifies customer information to create a single, actionable view. AI capabilities enhance productivity while improving customer satisfaction and engagement. The solution supports retail banks, credit unions, insurers, brokerages, and asset managers. Built-in automation reduces manual processes and operational complexity. Integrated analytics help institutions uncover growth opportunities and optimize performance. Agentforce 360 enables financial firms to innovate confidently while strengthening trust and loyalty.
Description
MeridianLink® Engage helps financial institutions accelerate growth and deepen engagement by transforming core and third-party data into actionable insights. Through behavior-based segmentation, this banking personalization solution delivers message-driven campaigns across lending, deposits, and card products. With MeridianLink Engage, institutions can strengthen relationships, drive measurable revenue, expand share of wallet, and clearly demonstrate marketing’s impact on the bottom line.
Behavior-Based Segmentation
Uncover high-value growth opportunities by identifying consumers based on real behaviors, so every message drives stronger engagement and higher conversion.
Cross-Sell Capabilities
Boost portfolio growth by pinpointing the best moments to retain at-risk accounts, re-activate dormant users, and cross-sell products that expand relationships and revenue.
Smart Campaign Management
Increase marketing efficiency with intuitive, automated targeting rules that streamline execution, reduce manual effort, and scale personalized campaigns with ease.
Data-Driven Personalization
Turn core and third-party data into highly personalized campaigns that increase relevance, boost conversion rates, and accelerate long-term accountholder value. Mine application, LOS, and credit data to identify actionable cross-sell opportunities.
Real-Time Campaign Reporting
Track pre- and post-campaign behaviors, measure conversions, and optimize outreach with clear performance insights that encourage greater ROI. Use reports’ recommended actions and predictive outcomes to further refine campaigns.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
MeridianLink Consumer
MeridianLink Insight
MeridianLink Mortgage
MeridianLink One
MeridianLink Opening
QuickBooks Online
QuickBooks Online Advanced
Refold
SAP Concur
Sage Intacct
Integrations
MeridianLink Consumer
MeridianLink Insight
MeridianLink Mortgage
MeridianLink One
MeridianLink Opening
QuickBooks Online
QuickBooks Online Advanced
Refold
SAP Concur
Sage Intacct
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Salesforce
Founded
1999
Country
United States
Website
www.salesforce.com/financial-services/
Vendor Details
Company Name
MeridianLink
Founded
1998
Country
United States
Website
www.meridianlink.com/products/engage/
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Marketing Automation
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
