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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
Swipe One is a sophisticated CRM and marketing automation solution that leverages artificial intelligence to enhance the efficiency of sales and marketing for digital enterprises. The platform features a comprehensive CRM system that enables users to manage leads, monitor interactions, and automate outreach efforts, boasting rapid contact management and an all-encompassing view of customer demographics. With the inclusion of AI Agents, it can effectively qualify leads, tailor email communications, and automate responses, serving as a virtual sales aide. Furthermore, Swipe One equips users with marketing automation functionalities to design onboarding processes and initiate campaigns in response to user behaviors, in addition to offering dynamic email marketing tools for personalized large-scale communication. The platform also facilitates seamless integration with a variety of applications such as Stripe, Calendly, and Chargebee, allowing for automated processes and synchronized data across different systems. This comprehensive approach not only improves user engagement but also streamlines overall business operations for enhanced productivity.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Calendly
Chargebee
Gmail
HubSpot CRM
Intercom
LeadMagnetCreator
Mailchimp
MeridianLink Consumer
MeridianLink Insight
MeridianLink Mortgage
Integrations
Calendly
Chargebee
Gmail
HubSpot CRM
Intercom
LeadMagnetCreator
Mailchimp
MeridianLink Consumer
MeridianLink Insight
MeridianLink Mortgage
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$19 per month
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
MeridianLink
Founded
1998
Country
United States
Website
www.meridianlink.com/products/engage/
Vendor Details
Company Name
Swipe One
Founded
2024
Country
Singapore
Website
www.swipeone.com
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
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
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
