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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Enhance your understanding of your data by mastering the features of Sage Intelligence alongside Microsoft Excel. Sage Intelligence serves as a straightforward and adaptable reporting tool that provides significant insights into your business data wherever you are. Accessible both in the cloud and on-premise for Sage Accounting, Business Management, and payroll solutions, this tool grants you instant access to a variety of pre-built reports and dashboards, enabling you to gather immediate insights without departing from your Sage environment. You can swiftly view and examine data through an extensive collection of robust reports and dashboards. Take charge of your business analytics by customizing financial reports to meet your requirements. Furthermore, gain a comprehensive overview of your business while having the capability to delve into specific details, equipping you with the insights necessary for informed decision-making and strategic planning. This comprehensive approach ensures that you have all the necessary tools to analyze, adapt, and act upon your business data effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Sheets No 
MeridianLink Collect Yes 
MeridianLink Consumer Yes 
MeridianLink Engage Yes 
MeridianLink One Yes 
MeridianLink Opening Yes 
Microsoft Excel No 
Monk No 
Sage 100 No 
Sage 300 No 
Sage 50 No 
Sage Accounting No 
Sage Payroll No 
Sage X3 No 

Integrations

Google Sheets Yes 
MeridianLink Collect No 
MeridianLink Consumer No 
MeridianLink Engage No 
MeridianLink One No 
MeridianLink Opening No 
Microsoft Excel Yes 
Monk Yes 
Sage 100 Yes 
Sage 300 Yes 
Sage 50 Yes 
Sage Accounting Yes 
Sage Payroll Yes 
Sage X3 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 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises Yes 
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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

MeridianLink

Founded

1998

Country

United States

Website

www.meridianlink.com/products/insight/

Vendor Details

Company Name

Sage

Founded

1981

Country

United Kingdom

Website

www.sageintelligence.com

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 

Product Features

Business Intelligence

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

Alternatives

Alternatives

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