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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
Customized Customer Messaging Driven by Behavior. Ideal for Your SaaS Platform. Effectively onboard and engage your users through targeted campaigns that respond to their behaviors. Select the optimal communication channel — whether through email or in-app notifications — to provide essential information at crucial moments. Streamline your onboarding process with automated campaigns tailored to user actions. Ensure timely delivery of relevant content. Activate email campaigns automatically in response to user interactions (or lack thereof) within your application. Determine the best medium for each communication: leverage either email or in-app messages. Classify your users according to their behavior patterns. Dispatch individual announcements or promote new features through one-off broadcasts. Utilize pre-designed campaign templates, eliminating the need to begin anew each time. Monitor user profiles effortlessly through a user-friendly admin dashboard. Apply filters or explore individual user profiles in detail, accessing all their interactions and characteristics. This approach not only enhances user experience but also fosters deeper engagement with your product.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
MeridianLink Consumer
Yes
MeridianLink Insight
Yes
MeridianLink Mortgage
Yes
MeridianLink One
Yes
MeridianLink Opening
Yes
RudderStack
No
Segment
No
Stackreaction
No
Integrations
MeridianLink Consumer
No
MeridianLink Insight
No
MeridianLink Mortgage
No
MeridianLink One
No
MeridianLink Opening
No
RudderStack
Yes
Segment
Yes
Stackreaction
Yes
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
$99 per month
Or $79 per month if billed annually
Free Trial
Yes
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
Yes
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
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
MeridianLink
Founded
1998
Country
United States
Website
www.meridianlink.com/products/engage/
Vendor Details
Company Name
Userlist
Founded
2017
Country
United States
Website
userlist.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
Customer Communications Management
Batch Communications
Yes
Chat / Messaging
No
Content Management
Yes
Email Distribution
Yes
Interactive Content
No
Multi-Channel Communications
Yes
On-Demand Communications
Yes
Personalization
Yes
Print Management
No
Template Management
Yes
Video Content
No
Customer Engagement
Analytics
Yes
Churn Management
Yes
Communication Management
Yes
Community Management
No
Content Syndication
No
Feedback Collection
Yes
Gamification
No
Live Chat
No
Video Content
No
Customer Success
Account Alerts
No
Account Management
Yes
Communication Management
Yes
Customer Engagement
Yes
Customer Lifecycle Management
Yes
Health Score
No
Onboarding
Yes
Revenue Management
No
Usage Tracking / Analytics
Yes
Win / Loss Analysis
No
Digital Adoption Platforms
Audience Segmentation
Yes
Content Creation
Yes
Contextual Guidance
Yes
Data Validation
No
In-App Training
Yes
Launch Management
No
Multi-Language
No
Self Service Tools
No
Surveys & Feedback
No
User Onboarding
Yes
Transactional Email
A/B Testing
No
Contact Database
Yes
Dynamic Content
Yes
Email Monitoring
No
Mailing List Management
Yes
Reporting/Analytics
Yes
Spam Check
No
Template Management
No
