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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 Meridian?

Meridian is an AI-powered CRM and deal-management solution specifically crafted for private-market investment teams, enabling firms to strategically source deals, manage pipelines, and unify data throughout the organization. This innovative platform accommodates workflows for all levels of users, ranging from associates to partners, allowing teams to track opportunities, promote collaboration before investment committee discussions, assess potential investments using both internal benchmarks and external data, and utilize insights provided by an integrated AI assistant. Furthermore, users benefit from automated updates for company and contact information, the capability to forward emails for effortless note-taking, and an accessible mobile and web interface that promotes broad usage across the organization. The system boasts robust permission settings, supports multi-fund configurations, and complies with enterprise security standards such as SOC 2, ensuring the safeguarding of sensitive investment data. By offering such a wide array of features, Meridian significantly boosts operational efficiency while also nurturing a culture centered around informed decision-making within investment teams. Its comprehensive capabilities make it an indispensable tool for those operating in the fast-paced world of private-market investments.

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Integrations Supported

MeridianLink Consumer
MeridianLink Insight
MeridianLink Mortgage
MeridianLink One
MeridianLink Opening

Integrations Supported

Altvia
Apex
Box
Dropbox
Gmail
Google Calendar
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Raylu

API Availability

API Availability

Has API

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
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

MeridianLink

Date Founded

1998

Company Location

United States

Company Website

www.meridianlink.com/products/engage/

Company Facts

Organization Name

Meridian

Date Founded

2023

Company Location

United States

Company Website

www.meridian-ai.com

Categories and Features

Financial CRM

Lead Management
Marketing Management

Marketing Automation

Not specified

Categories and Features

Financial CRM

Not specified

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