Best Finance Software for MeridianLink Opening

Plaid is an international data network that powers tools used by millions of people to live a more healthy financial life. Our ambition is to facilitate an inclusive, competitive and mutually beneficial financial systems by simplifying payments and revolutionizing lending. Plaid works with more than 8,000 companies, including fintechs such as Venmo and SoFi and several Fortune 500 companies, to give people more control and choice over how they manage money. Plaid is headquartered in San Francisco and its network spans more than 12,000 institutions throughout the US, Canada UK and Europe.

Finicity's open platform for banking makes it easy to connect your customers' financial information to your app or service. Finicity's open platform banking platform is being used worldwide by some of the most innovative and large organizations to provide better financial experiences for their customers. Your experience is dependent on data quality. Our data has been battle tested in the most demanding markets. You can easily code to endpoints and test data, and connect to Finicity’s open banking platform to access the best API coverage for banks, credit unions and payroll providers. Access to the data you need to power products is easy with our suite of APIs.

You should choose the payment provider that will help you reduce expenses and generate more income. BillingTree is able to help you grow, whether you want to accept multiple payment options for healthcare practices or just keep more of your account receivables. A quality payment processing experience can help your business grow and retain customers. We also know that each industry has its own payment requirements and needs. BillingTree is not a one-size fits all solution. Our team members are committed to each industry we serve, giving your business more control over how payments are handled and more control over your business. Our merchant services make payment processing fast, easy, and secure. BillingTree's payment system doesn't just cover a few products. We offer integrated solutions that allow you to keep more of your payments, get paid quicker, and minimize complexity.

The SureClose®, transaction management system, makes it easier to do more work and work with us. SureClose allows all parties to work together online. This makes it possible to obtain information as quickly and efficiently as possible. All documents that do not require a notary before closing can be viewed and electronically signed. Weekly Summary Reports detailing activity for the past seven days. Clients can access their documents via a password protected website or an emailed secure hyperlink to your SureClose website. You can archive closing files in SureClose and provide a CD with the documents at closing.

ClickSWITCH solves an age-old problem that has hindered new business development in financial institutions: switching account holders between different institutions. ClickSWITCH's mission enables consumers to choose while also enabling financial institutions that are competitive and profitable. ClickSWITCH is headquartered in Minneapolis and has rapidly grown to support hundreds more financial institutions and Fintechs across all 50 states, Puerto Rico, and Canada. Q2 makes it easy for you to connect with existing accounts, new accounts, and even idle ones. Our automated solutions to switch direct deposits, recurring payment, and online card payments can bring your account holders fully aboard--and make you their primary financial service provider. While marketing and digital account opening skills might get account holders in, building profitable primary relationships takes more.

Smart API is the best way to connect to the verification and credit services you need. In recent years, the number of verification service providers and credit resellers has increased dramatically. How much time do you have to spend integrating your platform with each one? Are you able to create three, five, or ten APIs to retrieve the data that your business needs? Instead of wasting development time, connect one API to access credit verification and credit data from dozens service providers and resellers. Our customizable response layouts, merge technology and attribute data and dedicated support staff will allow you to save time and give you an advantage over your competitors. Allows you to quickly pull data from 3 credit bureaus into one report. API allows you to connect to hundreds of credit resellers and verification services. Secure and easy requests sent via HTTPS using 128-bit SSL encryption.

LenderClose's innovative platform and award-winning technology combine all the information lenders need in one place. LenderClose assists credit unions and community bank to streamline the process of underwriting and lending, resulting in faster, more efficient, and better borrowing experiences. LenderClose was built by lenders who have decades of technology and lending experience. LenderClose is committed to providing exceptional service. A first-class experience for each client Solutions that improve internal productivity and provide exceptional lending experiences. Post funding, it is important to pay attention to whether you are originating one loan per month or thousands. A credit union or community bank can save hundreds of thousands by confirming that property taxes are not due.

LexisNexis®, AML InsightTM will provide the best content and technology to speed identity verification and strengthen anti-money laundering compliance. It also supports enhanced due diligence for key Know Your Customer, Customer Identification Program (CIP), and Bank Secrecy (BSA) regulations. LexisNexis®, Risk Solutions provides leading anti-money laundering expertise, proven KYC and CIP compliance tools, and enhanced due diligence solutions for your business. Intelligent, robust reporting integrates seamlessly with your existing systems to offer flexibility and the highest level of security and trust. Our integrated LexisNexis AML InsightTM delivers actionable insights that will help you get to know your customers, identify AML/BSA risk, strengthen AML compliance, and protect your business.