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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
ZEPIC, an AI-infused Customer Engagement Platform, delivers hyper-personalized customer experiences throughout the entire customer lifecycle. Zenie AI is at the core of this platform, which unifies data, automates campaigns across channels, and provides actionable insight, empowering marketers. The platform's integrated CDP provides a 360-degree view of the customer, enabling intelligent audience segmentation and activation across all channels. ZEPIC's intuitive, award-winning interface allows businesses of any size to create powerful marketing campaigns without needing technical expertise. This accelerates business growth.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Chargebee
Freshdesk
Gorgias
HubSoft
Intercom
Kustomer
Lightspeed Retail
LoyaltyLion
Magento
MeridianLink Consumer
Integrations
Chargebee
Freshdesk
Gorgias
HubSoft
Intercom
Kustomer
Lightspeed Retail
LoyaltyLion
Magento
MeridianLink Consumer
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$30/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
ZEPIC
Founded
2023
Country
United States
Website
www.zepic.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
Customer Data Platforms (CDP)
Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling
Customer Engagement
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Customer Experience
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
Customer Journey Mapping Tools
Action Management
Attribution Modeling
Behavioral Analytics
Collaboration
Customer Profiles
Data Import / Export
Predictive Analytics
Surveys & Feedback
Templates
Email Marketing
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
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
