# MeridianLink Engage Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about MeridianLink Engage Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more.

Source: https://www.capterra.com/p/155042/Account360

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# 

 MeridianLink Engage Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on January 12, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

MeridianLink Engage

## What is MeridianLink Engage?

MeridianLink Engage is a marketing automation platform built for financial institutions seeking to improve consumer engagement, lending growth, and account‑holder retention. It uses data analytics to create enhanced consumer profiles and deliver personalized, timely offers across lending, deposit, and card‑service products. The platform supports end‑to‑end engagement, from prescreened loan campaigns to targeted outreach, helping institutions respond to shifting consumer expectations with relevant, data‑driven communications. Real‑time performance tracking, predictive insights, and integration with the MeridianLink One suite enable institutions to streamline marketing workflows, eliminate data silos, and launch campaigns more efficiently.

## What is MeridianLink Engage used for?

[Financial CRM](https://www.capterra.com/financial-crm-software/)

Top alternative

Featured

Overall rating

Based on 1 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### MeridianLink Engage

5.0 (1)

VS.

[4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)

Starting Price

Contact vendor

Starting Price

$65

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

5.0 (1)

Ease Of Use

3.9 (362)

Value For Money

5.0 (1)

Value For Money

3.8 (298)

Customer Service

5.0 (1)

Customer Service

4.0 (316)

## MeridianLink Engage alternatives

[4.5 (819)](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

Highest Rated

[4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.5 (3,042)](https://www.capterra.com/p/132666/Pipedrive/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Campaign Management

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Customer Database

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customizable Reports

Alter the layout and content of reports

MeridianLink Engage 14 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

A collection of customer information such as contact details, demographics, previous interactions, etc.

Alter the layout and content of reports

Import and export data to and from software applications

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Track interaction history by documenting conversations for contacts

Automate workflows and trigger campaigns based on customer actions

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Search and filter data across systems to locate required information by entering keywords or certain criteria

Get Advice

We can help you find the software with the features you need.

Features

5.0 (1)

5.0

Based on 1 reviews

## Pricing

Value for money

5.0 (1)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

5.0 (1)

5.0

Based on 1 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

5.0 (1)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (1)

5.0

Based on 1 reviews

## User reviews

Overall rating

5.0

Based on 1 reviews

Filter by rating

5(1)

4(0)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

KS

Karly S.

Esthetician

### "This program is easy to use!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

March 20, 2018

Pros

I love how easy this program is to use. The would be the best part for me, the functionality of it has been great.

Cons

The hard thing that I would say the con is, is that its a little pricey. It would be nice if it was a little less

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