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features
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support

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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.

Description

We offer cutting-edge technology for multichannel retail and ticketing, specifically designed for the retail, visitor attraction, and hospitality industries. With more than 25 years of experience in crafting our own proprietary EPOS and retail software solutions, we have become the preferred partner for many premier retailers and visitor attractions. The adaptability and configurability of the Meridian Retail Platform enable us to develop systems that are customized to meet the unique requirements of our clients. Our latest offering, Meridian Experience, serves as a comprehensive, integrated retail and customer engagement solution tailored for visitor attraction sites. This platform allows businesses to oversee all operations, including ticketing, admissions, merchandising, food services, and loyalty programs, all in one place. Furthermore, the Meridian platform from Retail Integration is designed to integrate effortlessly with existing systems, providing you with a holistic solution that enhances efficiency and reduces costs. Our commitment to innovation ensures that your business can thrive in a competitive landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

MeridianLink Consumer Yes 
MeridianLink Insight Yes 
MeridianLink Mortgage Yes 
MeridianLink One Yes 
MeridianLink Opening Yes 

Integrations

MeridianLink Consumer No 
MeridianLink Insight No 
MeridianLink Mortgage No 
MeridianLink One No 
MeridianLink Opening No 

Pricing Details

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 Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

MeridianLink

Founded

1998

Country

United States

Website

www.meridianlink.com/products/engage/

Vendor Details

Company Name

Retail Integration

Country

Ireland

Website

www.retail-int.com

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking No 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs No 
Drip Campaigns No 
Dynamic Content No 
Landing Pages / Web Forms No 
Lead Scoring No 
Sales Intelligence No 
Search Marketing No 
Segmentation No 
Social Marketing No 
Website Visitor Tracking No 

Product Features

Point of Sale

Barcode Scanning No 
Commission Management No 
Cryptocurrency Support No 
Customer Account Profiles No 
Discount Management No 
Electronic Signature Yes 
Gift Card Management Yes 
Loyalty Program Yes 
Multi-Location Yes 
Restaurant POS No 
Retail POS Yes 
Returns Management Yes 
eCommerce Integration Yes 

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