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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Empower your sales teams to expedite the closing of deals. Discover the most effective relationship avenues to reach the organizations and individuals you aim to connect with. Identify, qualify, and engage a targeted list of candidates for board positions or high-level executive roles. Enhance your brand's reputation and secure a competitive edge in the market. Stay informed with alerts that monitor executive transitions across various sectors, industries, and indices. Leverage unique insights drawn from proprietary datasets to foster original thinking. Connect with key decision-makers who can align with your organization’s commercial and strategic objectives. Swiftly pinpoint reliable referral sources within your network to instantly build credibility with potential clients, increasing your chances of securing new business. Our analysis of billions of data points reveals clear pathways for introductions to the individuals and companies that are crucial to your success, ultimately driving better engagement and growth opportunities. By capitalizing on these insights, you can ensure your sales efforts are both efficient and effective.

Description

MeridianLink® Insight is a turnkey data intelligence tool that simplifies real-time analysis for financial institutions, eliminating costly R&D, complex master data management, and high-risk IT processes. With hundreds of pre-built dashboards, customizable reports, and automated delivery, institutions save time, reduce manual effort, and make faster, more informed strategic decisions. Dashboards and reports can be tailored to track KPIs, align with departmental goals, and support executive-level decision making. By providing scalable, secure access to critical data, Insight helps institutions boost revenue, optimize operations, and enhance the consumer experience. Intuitive Insights, Any Time Identify performance trends and operational gaps through advanced embedded analytics, data visualization, and benchmarking capabilities displayed within intuitive, flexible reporting—no programming skills required. Instant Data Retrieval & Visualization Leverage big data technologies to instantly retrieve and visualize data from MeridianLink consumer lending, mortgage lending, and deposit account opening solutions for faster updates and execution. Dashboards & Reports Access real-time, customizable dashboards, comprehensive data sets, automated reports, and a powerful exploratory sandbox to track, measure, and predict the success of lending and deposit programs that drive revenue and profitability. Seamless Integration Direct connectivity to the MeridianLink® One platform provides comprehensive analytics and reporting across consumer and mortgage lending, and deposit account operations to deliver actionable insights across the entire consumer financial journey.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Ezekia Yes 
Intapp DealCloud Yes 
MeridianLink Collect No 
MeridianLink Consumer No 
MeridianLink Engage No 
MeridianLink One No 
MeridianLink Opening No 
RelPro Yes 

Integrations

Ezekia No 
Intapp DealCloud No 
MeridianLink Collect Yes 
MeridianLink Consumer Yes 
MeridianLink Engage Yes 
MeridianLink One Yes 
MeridianLink Opening Yes 
RelPro No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

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 Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

BoardEx

Country

United States

Website

www.boardex.com

Vendor Details

Company Name

MeridianLink

Founded

1998

Country

United States

Website

www.meridianlink.com/products/insight/

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking Yes 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

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