Average Ratings 35 Ratings
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Description
MeridianLink® Opening is a digital account opening platform designed to help financial institutions modernize onboarding for deposit products including checking, savings, CDs, and more. Built with a mobile‑first architecture, the solution combines automated workflows, advanced fraud protection, and real‑time decisioning to reduce friction, improve completion rates, and minimize operational overhead.
Adaptive forms, intuitive navigation, save‑and‑resume functionality, and progress indicators support completion across devices and channels. Automated identity verification, fraud screening, and risk scoring operate in the background to balance speed with security. Instant decisioning accelerates approvals, while immediate funding enables rapid account activation to meet user expectations.
Built‑in compliance workflows support BO, CIP, KYC, AML, FinCEN, and OFAC requirements with audit tracking and encryption. In‑application cross‑sell uses real‑time credit and application data to present relevant offers mid‑flow. Automated verifications and document handling reduce manual work, while streamlined workflows hide unused fields and condense steps to improve usability.
Direct integration with core banking systems eliminates duplicate entry and enables secure, paperless account setup. With configurable workflows and real‑time sync, MeridianLink Opening supports scalable, compliant, and efficient digital onboarding.
Description
Union | platform offers a comprehensive digital backbone that fosters innovation, smart automation, and transformation across various domains. Its modules encompass essential functions such as client records, messaging, deal management, payments, accounting, and reporting, enabling efficient management of vital business processes. With an agile architecture that is both customizable and Cloud-hosted, this platform ensures seamless operations and adaptability. Supporting a wide array of financial services, including Banking, Credit Unions, and Lending, the digital core presents a fully integrated infrastructure from front to back for delivering financial services. Utilizing advanced technology, your business gains the flexibility, scalability, and efficiency needed to thrive while maintaining reliability. The landscape of Financial Services is evolving rapidly; shifts in client demands, market dynamics, and technological advancements are transforming the industry at an unprecedented pace. Organizations that rely on outdated legacy systems find themselves at a disadvantage, while those embracing digital advancements are able to secure a competitive edge by realizing both immediate and sustainable benefits, positioning themselves for future success.
API Access
Has API
No
API Access
Has API
Yes
Integrations
ARC Cyber Risk Management
Yes
BillingTree
Yes
CICTotal Manager
Yes
ClickSWITCH
Yes
ConnectionsOnline
Yes
Docusign
Yes
Experian Aperture Data Studio
Yes
Finicity
Yes
LenderClose
Yes
LexisNexis AML Insight
Yes
Integrations
ARC Cyber Risk Management
No
BillingTree
No
CICTotal Manager
No
ClickSWITCH
No
ConnectionsOnline
No
Docusign
No
Experian Aperture Data Studio
No
Finicity
No
LenderClose
No
LexisNexis AML Insight
No
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
Yes
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
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
MeridianLink
Founded
1998
Country
United States
Website
www.meridianlink.com/products/account-opening-software/
Vendor Details
Company Name
Union Financial Technologies
Founded
2012
Country
Estonia
Website
www.unionfintech.com/union-platform/
Product Features
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
No
Credit Card Management
No
Credit Union
Yes
Investment Banking
No
Multi-Branch
No
Online Banking
Yes
Private Banking
No
Retail Banking
Yes
Risk Management
Yes
Securities Management
No
Transaction Monitoring
Yes
Loan Origination
Amortization Schedule
No
Audit Trail
No
Closing Documents
No
Compliance Management
No
Customer Database
No
Digital Signature
No
Document Management
No
Fee Management
No
Loan Processing
No
Online Application
No
Online Banking
Brokerage
No
Cash Management
No
Chat / Messaging
No
Credit Card Management
No
Electronic Statements
Yes
Fraud Detection
Yes
Loan Management
Yes
Marketing Automation
Yes
Retail Banking
Yes
Single Sign On
Yes
Transaction Monitoring
Yes
Product Features
Banking
ATM Management
No
Compliance Tracking
Yes
Corporate Banking
Yes
Credit Card Management
No
Credit Union
Yes
Investment Banking
No
Multi-Branch
Yes
Online Banking
Yes
Private Banking
Yes
Retail Banking
Yes
Risk Management
No
Securities Management
No
Transaction Monitoring
No
Currency Exchange
Analytical Reporting
No
Client Management
No
Custom Account Statements
No
Data Backup Scheduling
No
For Money Exchanges
No
Margin Management
No
Market Data Access
No
Position Management
No
Real Time Currency Quotes
No
Real Time Tracking
No
Transaction Management
No
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Loan Origination
Amortization Schedule
No
Audit Trail
No
Closing Documents
No
Compliance Management
No
Customer Database
No
Digital Signature
No
Document Management
No
Fee Management
No
Loan Processing
No
Online Application
No
