Average Ratings 0 Ratings
Average Ratings 35 Ratings
Description
Organize all your documents and drawings efficiently with our leading enterprise document management software. Meridian offers a unified source of truth, customizable workflows that enhance collaboration across internal departments, and ensures that every alteration to a document is recorded and audited for regulatory compliance. The management of engineering documents involves the skillful search, retrieval, and handling of intricate files, such as CAD designs, drawings, technical specifications, and communication records, which are prevalent in AEC (Architecture, Engineering & Construction) firms. Navigating the complexities of engineering document management can pose challenges for many businesses in these sectors. Meridian's specialized document management solution for engineering projects addresses these issues adeptly. By centralizing essential documents and drawings, Meridian streamlines operations and automates critical processes, thereby improving overall efficiency. This creates a more organized environment that supports better teamwork and faster decision-making.
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.
API Access
Has API
No
API Access
Has API
No
Integrations
ARC Cyber Risk Management
No
BillingTree
No
ClickSWITCH
No
ConnectionsOnline
No
DataFreight
No
Finicity
No
LenderClose
No
LexisNexis AML Insight
No
Matrix
No
MeridianLink Access
No
Integrations
ARC Cyber Risk Management
Yes
BillingTree
Yes
ClickSWITCH
Yes
ConnectionsOnline
Yes
DataFreight
Yes
Finicity
Yes
LenderClose
Yes
LexisNexis AML Insight
Yes
Matrix
Yes
MeridianLink Access
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
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
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
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
Accruent
Founded
1995
Country
United States
Website
www.accruent.com/solutions/engineering-document-management-meridian
Vendor Details
Company Name
MeridianLink
Founded
1998
Country
United States
Website
www.meridianlink.com/products/account-opening-software/
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
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