MeridianLink Engage

Increase engagement and profitability through data-driven marketing insights

Drive Growth Through Personalized End-To-End Lending & Engagement Campaigns

Consumer expectations are changing as quickly as the technology they use. MeridianLink® Engage helps your financial institution keep pace with these rapid shifts to deliver on your consumers’ needs with a comprehensive marketing automation solution for consumer lending, account, and card services.

Create enhanced consumer profiles based on data analytics to help you deliver relevant offerings at just the right moment—driving additional revenue while deepening accountholder relationships. Plus, remove the need for IT data pulls, sorting, and manual reporting thanks to our cutting-edge decisioning and marketing engine capable of combining your data and third-party data for a better idea of each individual’s unique circumstances and qualifications.

MeridianLink Engage seamlessly integrates with the MeridianLink® One product suite—including MeridianLink® Consumer, Opening, Portal, and Insight—to foster a more efficient and intuitive consumer experience. Supercharge your portfolio growth with the ability to design, execute, and analyze pre-screened consumer lending campaigns at the click of a button.

Maximize Your Marketing ROI ad. Use our ROI calculator and see the impact MeridianLink Engage can have on your bottom line.
Maximize Your Marketing ROI ad. Use our ROI calculator and see the impact MeridianLink Engage can have on your bottom line.

Features

Data-Driven Insights

Uncover unique growth opportunities for your institution.

Recommended Actions

Targeted marketing campaigns, including pre-screen consumer loans.

Predictive Outcomes

Real-time campaign impact tracking.

Seamless LOS Integration

Full integration with MeridianLink One product suite—including MeridianLink Consumer, Opening, and Portal.

Data Enhancement

Direct integration to core and payment processors, your data warehouse, three major credit bureaus, and MeridianLink Insight.

Customizable Campaigns

Tailor marketing campaigns to fit your unique goals and budget.

We started using Engage because the robust solution could get us through the noise of so much data and give us clarity on where to focus to maximize our returns. We’re blown away by the success of the campaign as we hit our breakeven threshold in just two months. We’re excited to see what we can tackle next.”

Leon Manning, First Vice President, Director of Marketing & Training, Bank First

Benefits

Increase Revenue & Profitability

Data-driven technology with predictive modeling and software segments to help you deliver timely, targeted offerings to qualified consumers.

Optimize Your Resources

Remove the need for IT data pulls, sorting, & manual reporting while adding efficiency and an improved consumer experience with prescreen marketing campaigns, applications, LOS, and credit bureau integrations.

Improve Consumer Retention

Relevant communications and decreased noise strengthen consumer relationships and trust in your institution.

View Your Impact

MeridianLink Engage closes the loop on your marketing initiatives by showing you how each campaign impacts your bottom- and top-line in real-time.

Resources

Boosting Engagement Through Personalization

read more

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. 

Let’s talk — whether you’re in the preliminary stages of research or looking for detailed answers that may require a demo, our team is always available to discuss your options and how we can help.

get in touch