MeridianLink Engage Description

As customer demands evolve rapidly alongside technological advancements and new competitors continuously enter the market, Engage empowers Financial Institutions to effectively cater to the distinct requirements of each individual customer. This all-encompassing solution for consumer lending, account management, and card marketing automation enhances your understanding of customers by creating detailed profiles that reveal their specific needs and timing. By facilitating opportunities that drive revenue throughout your organization, Engage allows you to precisely target your audience with tailored and pertinent communications while also measuring the results on your financial performance. By integrating your internal data with third-party information through our state-of-the-art decision-making and marketing platform, Engage eliminates the burdensome tasks of IT data retrieval, organization, and manual reporting for marketing initiatives. Additionally, it streamlines your processes and elevates the client experience in your lending growth strategies through seamless connections to MeridianLink's Consumer loan origination software and MeridianLink Portal, ultimately fostering deeper customer relationships and enhanced service delivery.

Pricing

Pricing Information:
Schedule a demo to see the solution in action and receive a customized pricing plan tailored to your organization's unique needs and goals.

Integrations

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Company Details

Company:
MeridianLink
Year Founded:
1998
Headquarters:
United States
Website:
www.meridianlink.com/products/engage/
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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support

MeridianLink Engage Features and Options

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Marketing Automation Software

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

MeridianLink Engage User Reviews

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