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Ratings and Reviews 0 Ratings
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What is MeridianLink Consulting?
MeridianLink® Consulting helps financial institutions maximize the value of their MeridianLink® solutions through expert guidance, proven frameworks, and tailored support. By aligning strategy to each organization’s goals, the consulting team helps implement technology, streamline workflows, and leverage advanced analytics for better decision‑making. MeridianLink Consulting accelerates digital transformation, supports continuous improvement, and delivers measurable results that improve operational performance and strengthen consumer relationships.
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
Altvia
Apex
Box
Continuous
Dropbox
Gmail
Google Calendar
MeridianLink Consumer
MeridianLink One
Microsoft OneDrive
Integrations Supported
Altvia
Apex
Box
Continuous
Dropbox
Gmail
Google Calendar
MeridianLink Consumer
MeridianLink One
Microsoft OneDrive
API Availability
Has API
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.
Free Version
Free Trial Offered?
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
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/solutions/banking-technology-consulting/
Company Facts
Organization Name
Meridian
Date Founded
2023
Company Location
United States
Company Website
www.meridian-ai.com
Categories and Features
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
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