MeridianLink Opening
MeridianLink Opening
About MeridianLink Opening
MeridianLink Opening is a digital account opening platform designed for financial institutions that need to simplify and modernize deposit onboarding across online, mobile, and branch channels. The system supports a full range of consumer deposit products and provides a unified workflow that helps reduce manual processes and improve application completion rates. Institutions can configure account types, integrate with core systems, and apply automated identity verification to support secure and efficient onboarding. The platform enables consumers to open and fund accounts from any device, while staff can manage applications through a centralized interface. By consolidating account opening tasks into one solution, MeridianLink Opening helps organizations enhance operational efficiency, reduce friction in the onboarding process, and support consistent experiences across all channels.
Key benefits of MeridianLink Opening
Enable consumers to open and fund deposit accounts online, on mobile, or in‑branch through a unified digital workflow.
Automate identity verification and decisioning to reduce manual review and support secure onboarding processes.
Configure deposit products and workflows to match institutional policies, compliance needs, and operational requirements.
Integrate with core banking systems to streamline data flow and minimize redundant entry across platforms.
Improve application completion rates with guided forms, streamlined steps, and consistent user experiences across channels.
Provide staff with centralized tools to review, manage, and track account applications in real time.
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9 Reviews
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- Industry: Banking
- Company size: 51–200 Employees
- Used Daily for 1+ year
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- Value for Money
- Ease of Use
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- Likelihood to recommend 9.0 /10
Xpress Accounts Review
Reviewed on 2021-02-11
bridging the gap between online applications and our core system
bridging the gap between online applications and our core system
Pros
I like the flow of opening a new account. We are newer to using the software but once you have processed a few it gets easier and easier. I also like the look and feel of the online application and the ease of working with it once it is submitted.
Cons
It was a little cumbersome building all if the products into the system....but I would assume any new build would take ample time.
- Industry: Banking
- Company size: 11–50 Employees
- Used Daily for 2+ years
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- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
XpressAccounts Review
Reviewed on 2021-02-11
Overall, my experience with XpressAccounts has been very easy. Its simple, to the point and you...
Overall, my experience with XpressAccounts has been very easy. Its simple, to the point and you really just need to follow the prompts throughout the application in order to successfully complete an application!
Pros
XpressAccounts is very easy to use - and setup in a way that is also very easy for the user to accomplish the setup of a new application. I also love that the third party products are integrated and auto-archive into letters/docs for the user, so it eliminates the need to manually download reports and upload into the file.
Cons
The only thing that I feel could improve, is putting the "create account" button sooner in the application - before you perform the "letters/docs" item. Because you need to create the account number before you generate documents that include the account number, so that seems to be backwards on the application workflow.
- Industry: Banking
- Company size: 51–200 Employees
- Used Daily for 2+ years
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- Likelihood to recommend 10.0 /10
GREAT CUSTOMER SUPPORT
Reviewed on 2021-02-11
I would have to say that my overall experience with this software has been great. I really depend...
I would have to say that my overall experience with this software has been great. I really depend on the XpressAccounts Apps to get my work done and I also find that when I need to make changes to existing forms or add new forms, the turnaround time has been unbelievable. Everyone that I have worked with has been so helpful and friendly that it makes the entire process completely stress free.
Pros
This software is easy to integrate into our other working systems. It is very user friendly and I think that it was designed with people who are not so computer savvy in mind. The steps are easy to follow and the set up is great.
Cons
I cannot think about anything that I do not like about this software. I have not run into any issue with it in all of the years that I've been using it.
- Industry: Financial Services Software
- Company size: 201–500 Employees
- Used Daily for 2+ years
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- Likelihood to recommend 8.0 /10
Simple but powerful
Reviewed on 2021-02-11
It has been a good partnership and we enjoy how easy it is to work with ML on any of our needs.
It has been a good partnership and we enjoy how easy it is to work with ML on any of our needs.
Pros
I like how it is becoming user first oriented with Application Portal being mobile first. Also how the system is constantly being updated to new standards without us having to invest additional time and money for many of them.
Cons
I do wish that more of the backend setting were more granular so we could set more conditions for unique situations. Also would like to see more of the application fields to be in advantage conditions. Such as fields related to foreign individuals
- Industry: Banking
- Company size: 11–50 Employees
- Used Daily for 2+ years
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- Value for Money
- Ease of Use
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- Likelihood to recommend 10.0 /10
MeridianLink XA Review
Reviewed on 2021-02-11
Even though implementation is hard, because you get an empty box and need to fill it in yourself by...
Even though implementation is hard, because you get an empty box and need to fill it in yourself by inputting all configs manually, the MeridianLink Software Development Consultants do a great job assisting you with all the aspects. All SDCs that we worked with were superb.
Pros
Online Application Portal that comes with it.
Cons
Not too easy to implement unless you have a dedicated technical team internally which we lack.
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MeridianLink Opening FAQs
Below are some frequently asked questions for MeridianLink Opening.Q. What type of pricing plans does MeridianLink Opening offer?
MeridianLink Opening offers the following pricing plans:
- Free Trial: Not Available
Contact MeridianLink for pricing details
Q. Who are the typical users of MeridianLink Opening?
MeridianLink Opening has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does MeridianLink Opening support?
MeridianLink Opening supports the following languages:
English
Q. Does MeridianLink Opening support mobile devices?
MeridianLink Opening supports the following devices:
iPhone (Mobile), iPad (Mobile)
Q. What other apps does MeridianLink Opening integrate with?
MeridianLink Opening integrates with the following applications:
MeridianLink Mortgage
Q. What level of support does MeridianLink Opening offer?
MeridianLink Opening offers the following support options:
Email/Help Desk, Knowledge Base Software, Phone Support, Chat
Related categories
See all software categories found for MeridianLink Opening.
Banking Systems Software