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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 a sophisticated AI visibility platform that empowers brands and agencies to optimize their presence in AI-driven search, discovery, and shopping environments. As millions of consumers increasingly rely on AI assistants like ChatGPT, Perplexity, and Google AI for product recommendations, Meridian tracks and analyzes how often and in what context these AI systems mention specific brands and products. The platform provides comprehensive visibility metrics including share-of-voice, keyword trend tracking, and geographic and linguistic shifts in AI mentions over time. Through real-time monitoring and answer gap detection, Meridian helps brands quickly identify missed opportunities and content weaknesses. Its actionable recommendations and content refinement tools enable brands to improve their positioning and increase authority in AI-generated results. Meridian also offers benchmarking against industry competitors, performance analysis covering retailer dynamics and customer reviews, and detailed agent reports explaining how AI crawlers interpret brand data. The platform tracks AI attribution across multiple platforms to measure the true impact of AI-driven consumer discovery. By leveraging Meridian’s insights, brands can enhance their AI search visibility and strategically grow their market share. The solution is essential for companies aiming to stay competitive in the evolving AI-first digital landscape. Meridian transforms how businesses engage with AI-powered consumer channels to drive product awareness and sales.

Media

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Media

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Integrations Supported

MeridianLink Consumer
MeridianLink Insight
MeridianLink Mortgage
MeridianLink One
MeridianLink Opening

Integrations Supported

Adswerve
ChatGPT
Claude
Claude Duet
Claude for Legal
Gemini
Google AI Overviews
Perplexity
Vercel
Webflow

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

Custom

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
Webinars
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

2025

Company Location

United States

Company Website

trymeridian.com

Categories and Features

Financial CRM

Lead Management
Marketing Management

Marketing Automation

Not specified

Categories and Features

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