• by Ray Schultz , January 23, 2023

MeridianLink, Inc. has enhanced its Engage platform for use by financial institutions and consumer reporting agencies. 

The improved marketing automation tool enables financial brands to save time in the pre-screening and deposit account process and launch targeted marketing campaigns more quickly than they did before, the company says.  

In addition to facilitating email and direct mail campaigns, Engage now allows financial institutions to distribute product offers to qualified consumers through notifications when they log in to their online banking platform, it adds.

The goal is to help financial services firms “drive growth, reach their target audiences, and adjust campaigns to meet changing business and consumer needs,” says Devesh Khare, chief product officer at MeridianLink. 

The new capabilities include: 

• New Engage features include:
• Integration with MeridianLink Opening  
• Home Banking/Online Banking Integrations 
• Expanded Credit Bureau Integration  
• Expanded Lending Campaign Options 

Client FedChoice Federal Credit Union had run prescreens in-house for the past six years before partnering with the Engage team.   

“Engage allows us to save time in each step of the prescreen process, and we are now launching campaigns 15-20 days quicker than before,” states Christine Wright, creative services manager at client FedChoice Federal Credit Union. 

Wright adds, “PURLs and QR codes were also so well received by our members! Because the application is secure and a large portion is pre-populated, they no longer have to put in the same level of effort to complete the prescreen process as they did before.”