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What is MeridianLink Engage?

MeridianLink® Engage helps financial institutions grow faster and deepen relationships by turning data into personalized, high‑impact marketing campaigns. Using behavior‑based segmentation, Engage delivers targeted messaging across lending, deposits, and card products to increase relevance, engagement, and conversion. Built‑in cross‑sell tools help retain at‑risk accounts, re‑engage dormant customers, and expand share of wallet. Smart campaign management automates targeting and execution, reducing manual effort while scaling personalization. Data‑driven personalization uses core, application, LOS, and credit data to identify meaningful opportunities. Real‑time reporting measures campaign performance before and after launch, helping teams optimize outreach and prove ROI. Workflow automation eliminates manual data pulls, while native integration across the MeridianLink® One platform creates a seamless, connected marketing ecosystem.

What is FusionGrove?

The integration of Account-Based Marketing (ABM) with Account-Based Sales (ABS) drives significant revenue growth and accelerates the sales pipeline. By utilizing advanced insights, businesses can identify and prioritize their key accounts effectively. It is essential to develop organized strategies that incorporate customized content and guided selling techniques to actively engage customers throughout the buying journey. Demonstrating value and evaluating performance can be achieved through detailed metrics and reporting dashboards, which are crucial for making informed decisions. Implementing account-based strategies on a larger scale can lead to improved outcomes, while guided sales approaches help in effectively reaching out to customers. FusionGrove equips B2B sales teams, marketing units, and channel partners to collaborate seamlessly, all aimed at achieving revenue targets. This approach not only speeds up lead progression but also facilitates quicker deal closures. By leveraging optimized content and guided selling methods, teams can establish meaningful connections with accounts. Leads can be assigned directly to sales representatives or channel partners as required, enhancing efficiency in the process. Improving campaign effectiveness and lead conversion rates hinges on accurate targeting and enhanced insights into accounts. Creating structured strategies that systematically align account interactions ensures a coordinated effort across different teams. Ultimately, this collaboration not only optimizes workflows but also nurtures a culture of shared success and collective accountability, paving the way for sustained growth and innovation.

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Integrations Supported

MeridianLink Consumer
MeridianLink Insight
MeridianLink Mortgage
MeridianLink One
MeridianLink Opening

Integrations Supported

API Availability

API Availability

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.

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
On-Site Training

Company Facts

Organization Name

MeridianLink

Date Founded

1998

Company Location

United States

Company Website

www.meridianlink.com/products/engage/

Company Facts

Organization Name

FusionGrove

Company Location

Australia

Company Website

fusiongrove.com

Categories and Features

Financial CRM

Lead Management
Marketing Management

Marketing Automation

Not specified

Categories and Features

Lead Generation

Not specified

Marketing Automation

Not specified

Sales Acceleration

Not specified

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