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design
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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CreditSnap, a cloud-hosted Digital Account Opening Platform for Banks, Credit Unions, and Community Banks is available. All your retail and business account opening needs are covered under one roof. 1) A modern, responsive and instant deposit account opening experience: Credit unions, banks, and anyone can now offer a modern deposit account opening experience with full automation. This includes eligibility, KYC, and digital deposits. 2) Lending Cross-Sell - Unique and exclusive solution in the market. It uses soft inquiry data to instantly send loan offers after the Deposit Application experience is complete. 3) Omni Channel

Description

MeridianLink’s Account Opening Software offers a streamlined solution for banks and credit unions looking to enhance their deposit account opening processes. By consolidating digital account opening, identity verification, and e-signatures into one platform, the software ensures a smooth user experience and faster processing times. It offers advanced customization options to adapt to specific institutional needs, such as dynamic workflows that automate manual tasks and flexible decisioning that speeds up application approvals. Seamless integration with core systems enhances operational efficiency and allows for immediate data syncing, while the mobile-first design ensures accessibility across devices. This platform is designed to boost consumer satisfaction by reducing friction during account opening and increasing cross-sell opportunities.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

ARC Cyber Risk Management
BillingTree
CICTotal Manager
ClickSWITCH
ConnectionsOnline
DataFreight
Docusign
Experian Aperture Data Studio
Finicity
LenderClose
LexisNexis AML Insight
Matrix
NotaryWorks
Plaid
Savvy Content Manager
SmartAPI
StarterCRM
SureClose
Wolters Kluwer Passport
Zest

Integrations

ARC Cyber Risk Management
BillingTree
CICTotal Manager
ClickSWITCH
ConnectionsOnline
DataFreight
Docusign
Experian Aperture Data Studio
Finicity
LenderClose
LexisNexis AML Insight
Matrix
NotaryWorks
Plaid
Savvy Content Manager
SmartAPI
StarterCRM
SureClose
Wolters Kluwer Passport
Zest

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CreditSnap

Founded

2017

Country

United States

Website

www.CreditSnap.com

Vendor Details

Company Name

MeridianLink

Founded

1998

Country

United States

Website

www.meridianlink.com/products/account-opening-software/

Product Features

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Product 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

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

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