Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
HubSpot CRMHubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.
-
Shape SoftwareShape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.
-
MeridianLink OpeningMeridianLink’s Account Opening Software is an advanced solution that helps banks and credit unions efficiently manage and streamline the deposit account opening process. By combining digital onboarding tools like identity verification, e-signatures, and instant decisioning capabilities, the platform ensures a seamless and secure experience for new account holders. The system’s robust integrations with various core systems make data synchronization effortless and allow financial institutions to respond faster to consumer needs. Additionally, MeridianLink provides flexible configuration options that allow for tailored workflows, which can reduce manual processes and improve operational efficiency. The platform’s mobile-first design ensures that consumers can open accounts anytime, anywhere, creating a frictionless user experience. Beyond efficiency, MeridianLink’s Account Opening Software fosters deeper customer relationships by enabling cross-selling opportunities and enhancing customer retention. This comprehensive solution helps businesses reduce fraud, improve accuracy, and increase revenue by providing instant decisions and automating critical tasks. Ultimately, it supports financial institutions in maintaining high standards of security while improving their digital transformation journey.
-
Act!Act! Advantage is a full front-office CRM solution with all-new functionality, including Interactive Quotes, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadens its footprint across your entire front office and reduces your need for costly, third-party tools. Select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
-
6sense6sense Revenue AI™ removes uncertainty and provides essential data and insights that empower your revenue team to develop and transform high-quality pipelines into actual revenue. By doing away with the lengthy and costly guesswork that has hindered B2B revenue teams for years, 6sense Revenue AI™ fosters reliable revenue growth. It ensures that every digital investment is optimized while unveiling concealed buyer behaviors. By scrutinizing vast amounts of data, it identifies in-market accounts, enabling you to take appropriate actions at every step across multiple channels. Although numerous companies are interested in what you provide, traditional martech systems often fail to accurately gauge buyer interest. This crucial, elusive information resides in the Dark Funnel™, which 6sense effectively analyzes and brings to light. Furthermore, streamline your prospect follow-up using AI-driven conversational email solutions. With 6sense® Conversational Email, sales and marketing professionals can craft customized emails powered by AI, facilitating the conversion of prospects into valuable sales meetings. This innovative approach not only enhances engagement but also increases the likelihood of closing deals.
-
AdzoomaBecome part of the community of over 100,000 businesses that have enhanced their paid advertising strategies by registering for our acclaimed platform. With our solution, you can drastically minimize the time spent managing and refining your Google, Microsoft Advertising, or Facebook Ads campaigns to just a few minutes each day. Adzooma’s PPC platform, powered by artificial intelligence and machine learning, ensures effortless campaign oversight, continuous optimization around the clock, and sophisticated automation, all presented through a user-friendly interface. Discover more than 50 actionable improvement opportunities with just a click, allowing you to easily enhance your campaigns. Additionally, you can monitor PPC performance and identify areas of overspending or underspending, ultimately boosting your quality score, conversions, and return on investment. By utilizing our platform, you pave the way for smarter advertising and sustainable growth for your business.
-
GetResponseGetResponse provides a comprehensive marketing solution tailored for marketers, solopreneurs, creators, coaches, and small business owners, offering intuitive tools for email marketing, automation, and monetizing content. Leveraging over 25 years of industry experience, GetResponse fosters audience development and interaction through effective email campaigns, facilitates smooth course creation and sales processes, and assists individuals in transforming their passions into profitable ventures. This platform is perfect for those looking to establish personal brands, market products and services, and cultivate dedicated customer communities, making it an essential resource in today's competitive landscape.
-
KlaviyoKlaviyo enables companies to forge more intelligent digital connections by converting customer data into valuable and impactful interactions. It simplifies engagement for B2C brands across various channels, including email, SMS, web interactions, and customer reviews, ensuring they can reach customers at every point of interaction. With the endorsement of over 157,000 businesses, Klaviyo accelerates revenue growth in a more effective manner. The platform boasts over 350 integrations that facilitate quick onboarding for marketers. Key functionalities include predictive analytics, AI-driven automation, customizable templates, A/B testing, and user-friendly segmentation and email workflows, all designed to help marketers deliver the right message to the right audience at the optimal time. Additionally, Klaviyo provides seamless integration with payment processing and point of sale (POS) systems, including popular platforms such as Magento, Shopify, and WooCommerce, enhancing its utility for a diverse range of businesses. This comprehensive approach allows brands to not only communicate effectively but also to optimize their overall customer experience.
-
EngageBayEngageBay is an easy-to-use, cost-effective platform that integrates marketing, sales, and service automation, complete with a free CRM. Designed specifically for small businesses and startups, it aims to facilitate growth and efficiency. The marketing automation tools empower you to streamline your tasks, engage your audience, and reduce the time spent on mundane activities. Additionally, the sales automation features enable you to manage your contacts effectively, monitor deals, and develop a robust sales pipeline. This platform also fosters enduring customer relationships through its comprehensive features. Furthermore, you can deliver prompt assistance to your clients using the helpdesk and live chat functionalities, which allow you to efficiently track, prioritize, and resolve customer support inquiries in just a few minutes. Ultimately, EngageBay serves as an all-in-one solution for businesses looking to enhance their operational capabilities and customer service.
-
AttentiveCraft messages that captivate your customers and prompt them to take action. Attentive's AI-driven SMS and Email solution empowers retailers and e-commerce entrepreneurs to effectively engage their audience, generating billions in revenue. Our platform is designed to enhance your marketing strategy by enabling you to pinpoint the right audience, assess key performance indicators, and refine your overall marketing efforts. With over 100 adaptable integrations, you can effortlessly connect with the rest of your marketing ecosystem. We collaborate with top-tier companies in sectors such as retail and e-commerce, food and beverages, as well as media and entertainment. Attentive's AI-enhanced SMS and Email platform can potentially double your return on investment within just a few months. Don't miss the opportunity to discover more about our 30-day free trial, which allows you to experience the benefits firsthand.
What is MeridianLink Engage?
As customer needs shift quickly in response to technological progress and an influx of new competitors, Engage equips Financial Institutions to meet the unique demands of every individual client effectively. This comprehensive solution for consumer lending, account oversight, and card marketing automation deepens your insight into customers by generating detailed profiles that highlight their specific desires and optimal timing. By facilitating revenue-driving opportunities across your organization, Engage enables you to target your audience with customized and relevant communications while tracking the impact on your financial success. Its advanced decision-making and marketing platform merges your internal data with external sources, alleviating the cumbersome tasks associated with IT data retrieval, organization, and manual marketing reports. Furthermore, it simplifies your operations and enhances the customer experience in your lending growth strategies by providing seamless integration with MeridianLink's Consumer loan origination software and MeridianLink Portal, ultimately nurturing stronger customer relationships and improving service delivery. This holistic approach not only boosts efficiency but also empowers your institution to adapt to changing market dynamics with confidence.
What is MeridianLink Access?
The MeridianLink Portal stands out as an advanced, cloud-based point-of-sale (POS) solution that significantly improves existing systems for loan origination and deposit accounts, enabling users to easily apply for loans and create accounts anytime and on any device. Designed with a strong focus on mobile functionality and a web-friendly interface, it supports universal applications for a wide range of consumer and commercial products, incorporates prompts for cross-selling after submission, allows for document signing within sessions, and offers autofill capabilities for scanning driver's licenses. This Portal seamlessly integrates with MeridianLink's Consumer and Opening platforms, as well as online banking and core systems, presenting extensive customization possibilities such as themes, languages, and workflows—all while ensuring robust security, white-label branding, and scalability. Furthermore, it reduces errors through smart pre-fill and validation processes, delivering a smooth, consistent user experience that boosts conversion rates and simplifies the transfer of application data into backend systems without requiring manual entry. Moreover, the enhanced functionalities of the MeridianLink Portal mark a substantial leap forward in making financial services more efficient and accessible for users. In summary, it not only streamlines processes but also enriches the overall customer experience in the financial sector.
Media
No images available
Integrations Supported
MeridianLink Consumer
MeridianLink One
MeridianLink Opening
MeridianLink Insight
MeridianLink Mortgage
Integrations Supported
MeridianLink Consumer
MeridianLink One
MeridianLink Opening
MeridianLink Insight
MeridianLink Mortgage
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
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
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
MeridianLink
Date Founded
1998
Company Location
United States
Company Website
www.meridianlink.com/point-of-sale-software/
Categories and Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Marketing Automation
A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking
Categories and Features
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Point of Sale
Barcode Scanning
Commission Management
Cryptocurrency Support
Customer Account Profiles
Discount Management
Electronic Signature
Gift Card Management
Loyalty Program
Multi-Location
Restaurant POS
Retail POS
Returns Management
eCommerce Integration