Audience
Credit unions and banks looking to automate their marketing communication to deliver better products and experiences to consumers.
About MeridianLink Engage
MeridianLink® Engage is our marketing automation solution with a direct integration to MeridianLink loan origination and deposit account opening software. It empowers institutions to launch highly targeted, compliant, and personalized campaigns across email, SMS, digital banking, and direct mail. By leveraging real-time customer data and advanced segmentation, MeridianLink Engage can drive deeper relationships, higher conversions, and stronger retention—all through a simple, efficient campaign builder made for the speed and complexity of modern financial marketing.
Our integrated digital platform supports the entire consumer financial journey—including deposit account opening, consumer loan origination, mortgage and indirect lending, data analytics, marketing, and collections—while connecting with hundreds of trusted vendor partner solutions. Visit our website to learn more.
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Our integrated digital platform supports the entire consumer financial journey—including deposit account opening, consumer loan origination, mortgage and indirect lending, data analytics, marketing, and collections—while connecting with hundreds of trusted vendor partner solutions. Visit our website to learn more.
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Our integrated digital platform supports the entire consumer financial journey while connecting with hundreds of trusted vendor partner solutions. Visit our website to learn more.
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Pricing
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.
Integrations
Company Information
MeridianLink
Founded: 1998
United States
www.meridianlink.com/products/engage/
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online
MeridianLink Engage Frequently Asked Questions
MeridianLink Engage Product Features
Financial CRM
Lead Management
Marketing Management
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Relationship Tracking
Team Assignments
Territory Management
