Meridianlink engage

Unlock higher growth with precision marketing 

MeridianLink® Engage helps financial institutions accelerate growth and deepen engagement by transforming core and third-party data into actionable insights. 

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511% campaign ROI

Learn how our customer uses MeridianLink Engage to simplify campaign execution and boost performance.

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Smarter personalization for stronger results

Through behavior-based segmentation, our banking personalization platform delivers message-driven campaigns across lending, deposits, and card products. With MeridianLink Engage, your institution can strengthen relationships, drive measurable revenue, expand share of wallet, and clearly demonstrate marketing’s impact on the bottom line.

Banking personalization that expands relationships and revenue 

Drive engagement with behavior-based segmentation 

Uncover high-value growth opportunities by identifying consumers based on real behaviors, so every message drives stronger engagement and higher conversion. 

Capture more wallet share with targeted cross-sell and retention 

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. 

Scale marketing results with smarter campaign management 

Increase marketing efficiency with intuitive, automated targeting rules that streamline execution, reduce manual effort, and scale personalized campaigns with ease. 

Trusted by Community Banks and Credit Unions

fedchoice
benefits

Your performance-driven marketing engine

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Drive growth through personalization

Turn core and third-party data into highly tailored campaigns that increase relevance, boost conversion rates, and accelerate long-term accountholder value. 

Deepen engagement and loyalty

Strengthen relationships by engaging individuals with timely, personalized offers that align with their needs and build lasting loyalty. 

Smarter campaign execution  

Automate targeted, message-driven outreach across every channel so your team can scale omnichannel marketing to reach more consumers without added strain. 

Realize value quickly  

Track pre- and post-campaign behaviors, measure conversions, and optimize outreach with clear performance insights that demonstrate ROI.

Expand share-of-wallet with data you already have

Use existing data to surface the right cross-sell opportunities at the right moment, strengthening primary relationships and fueling sustainable growth. 

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We can help you accelerate growth and deepen engagement by transforming core and third-party data into actionable insights.

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Everything you need to strengthen your wallet position

With digital challengers rapidly capturing deposits and loan opportunities, staying top-of-wallet requires precise, timely, and relevant engagement. Our banking personalization platform equips your institution with tools to protect primary relationships, expand product adoption, and grow wallet share.

  • Get real-time visibility into performance so you can adjust targeting, refine messaging, and continually lift results. 
  • Launch tailored, message-driven campaigns across lending, deposits, and cards that align directly with each accountholder’s current needs and lifecycle stage. 
  • Identify meaningful patterns and behaviors—not just demographics—to uncover cross-sell, upsell, and retention opportunities with the greatest revenue potential. 

Simplify operations with automation and integrations

MeridianLink Engage connects to the tools, data sources, and platforms your institution already relies on—helping you launch faster, operate more efficiently, and deliver value without adding staff or complexity. 

  • Combine MeridianLink data with your core and third-party sources to fuel timely, personalized campaigns that reflect each accountholder’s full financial picture. 
  • Connect your marketing automation directly to your loan origination, deposit account opening, data analytics, and digital application experiences—all within the MeridianLink® One platform.
  • Mine application, LOS, and credit data to pinpoint cross-sell opportunities, including loans and deposit products consumers hold at other institutions.  

Customer success stories

  • “Engage allows us to save time in each step of the prescreen process, and we are now launching campaigns 15–20 days quicker than before. PURLs and QR codes were also so well received by our members!”

    fedchoice
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MeridianLink One

Unlock your potential by bringing together digital lending and deposit account opening with targeted engagement, personalized service, and powerful data and analytics—all through one seamless platform. 

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Blogs to inform and inspire

MeridianLink Engage is our marketing automation solution, directly integrated with MeridianLink loan origination and deposit account opening software. With a simple, efficient campaign builder made for the speed and complexity of modern financial marketing, it empowers institutions to launch highly targeted, compliant, and personalized campaigns across email, SMS, digital banking, and direct mail.

MeridianLink Engage enhances marketing automation for financial institutions by using advanced segmentation and real-time customer data—including core, payment, credit, application, and third party—to drive deeper relationships, higher conversions, and stronger retention.

MeridianLink Engage fully integrates with the MeridianLink One platform and uses data from your core, payment, credit, application, and third-party systems. 

With MeridianLink Engage, you can launch both standard and custom campaigns across multiple channels—targeting prospects, existing customers, or specific audience segments with personalized, data-driven messaging.

MeridianLink Engage uses powerful data models and prescriptive analytics to uncover growth opportunities and optimize outreach. It helps you build targeted campaigns, track performance metrics like click-through rates and abandoned applications, and analyze portfolio impact—so you can continuously refine your marketing strategy. 

Both. MeridianLink Engage is designed for credit unions and banks looking to automate their marketing communications to deliver better products and experiences to consumers.

MeridianLink Engage boosts engagement and retention by delivering timely, relevant offers to qualified applicants and using tiered incentives like gift cards or cash back. Built-in analytics help optimize campaigns with insights to determine next steps and improvements.

Yes, you can customize marketing campaigns to fit your institution’s specific goals and budget. MeridianLink Engage even includes helpful analytics on predictive breakeven, ROI, true budget, and anticipated potential revenue.

MeridianLink Engage offers powerful analytics through customizable data models—monthly, quarterly, annual, and ad hoc. It supports prescriptive modeling for strategic targeting and provides actionable insights to guide campaign creation. You can track performance with detailed reports on qualified contacts, click-through rates, and abandoned applications, along with visual dashboards and in-depth analyses of transactions and portfolio impact.

MeridianLink Engage identifies growth opportunities by analyzing monthly, quarterly, annual, and ad hoc data models. It uses prescriptive insights to pinpoint effective ways to expand market share and guides campaign strategies with performance metrics like click-through rates, abandoned applications, and audience targeting effectiveness.

Yes, MeridianLink provides training and support options tailored to your needs. From onboarding to guided setup and continuous optimization support, we offer the tools and expertise you need to fully leverage our solutions for ongoing success.