Ratings and Reviews 27 Ratings
Ratings and Reviews 0 Ratings
What is MeridianLink Opening?
MeridianLink® Opening is a leading digital account opening solution that helps financial institutions increase deposits while simplifying onboarding and reducing operational strain. Designed for checking, savings, CDs, and other deposit products, the platform delivers a fast, secure, mobile‑first experience that meets modern consumer expectations and drives higher conversion rates.
Intuitive navigation, adaptive forms, save‑and‑resume functionality, progress indicators, document upload, and e‑signature options allow applicants to start and finish applications on their own schedule. Automated identity verification, fraud screening, and risk scoring prioritize speed and security behind the scenes, while instant decisioning moves qualified applicants forward without manual delays. Immediate funding enables accounts to be activated quickly.
MeridianLink Opening simplifies regulatory compliance with built‑in BO, CIP, KYC, AML, FinCEN, and OFAC workflows, along with audit tracking and encryption. In‑application cross‑sell capabilities use real‑time credit and application data to surface relevant product offers and grow share of wallet. Automated verifications and document handling reduce manual effort and operational costs.
Seamless integration with core banking systems eliminates duplicate data entry and enables ready‑to‑use, paperless accounts. Streamlined workflows hide unnecessary fields and condense steps to improve completion rates. Together, these capabilities help institutions capture more deposits, reduce risk, and deliver efficient, compliant, and customer‑friendly onboarding experiences.
What is Accruent Meridian?
Our cutting-edge document management software stands out as a leader in its field. Meridian provides a unified source of truth and customizable workflows that enhance collaboration across various departments. It guarantees that every modification to a document is meticulously versioned, audited, and reported to meet regulatory standards. In the context of the architecture, engineering, and construction (AEC) industries, engineering document management involves the organization and oversight of complex documents such as CAD files, technical specifications, and correspondence. Companies operating in these sectors often face significant challenges when it comes to effectively managing their engineering documentation. Meridian's specialized software is designed to tackle these issues head-on, allowing for the centralization of documents and drawings within an organization while streamlining essential processes through automation. By leveraging Meridian, businesses can enhance efficiency and ensure compliance throughout their engineering projects.
Integrations Supported
ARC Cyber Risk Management
BillingTree
CICTotal Manager
ConnectionsOnline
Docusign
Experian Aperture Data Studio
Finicity
LenderClose
LexisNexis AML Insight
Matrix
Integrations Supported
ARC Cyber Risk Management
BillingTree
CICTotal Manager
ConnectionsOnline
Docusign
Experian Aperture Data Studio
Finicity
LenderClose
LexisNexis AML Insight
Matrix
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/account-opening-software/
Company Facts
Organization Name
Accruent
Date Founded
1995
Company Location
United States
Company Website
www.accruent.com/solutions/engineering-document-management-meridian
Categories and Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
Loan Origination
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Online Banking
Brokerage
Cash Management
Chat / Messaging
Credit Card Management
Electronic Statements
Fraud Detection
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring
Categories and Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control