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Average Ratings 18 Ratings

Description

Concierge Bank, developed by Torry Harris, is revolutionizing the banking sector globally by providing a marketplace-banking product that enables financial institutions to deliver cutting-edge offerings to their clientele via an API-driven platform and an easy-to-navigate user interface. “THIS” reflects our dedication to enhancing the digital competencies of businesses through seamless integration, facilitating the creation of vibrant digital ecosystems that broaden revenue avenues for all participants. We leverage a robust business-technology perspective, effective API strategies, and well-established API program executions to accelerate your transition into the digital realm. With our user-friendly and intuitive interface, we offer an integrated marketplace that allows for rapid onboarding of third-party services. Furthermore, as a service provider with two decades of experience concentrated on integration, we are committed to empowering enterprises to elevate their digital capabilities. Our solution is validated by numerous referenceable enterprise clients, showcasing its effectiveness and reliability in the marketplace. Ultimately, we aim to foster a collaborative environment where innovation and integration drive growth for every stakeholder involved.

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

Screenshots View All

Integrations

ARC Cyber Risk Management
BillingTree
CICTotal Manager
ClickSWITCH
ConnectionsOnline
DataFreight
Finicity
LenderClose
LexisNexis AML Insight
Matrix
MeridianLink Access
MeridianLink Data Connect
MeridianLink Engage
NotaryWorks
Plaid
Savvy Content Manager
StarterCRM
SureClose
Wolters Kluwer Passport
Zest

Integrations

ARC Cyber Risk Management
BillingTree
CICTotal Manager
ClickSWITCH
ConnectionsOnline
DataFreight
Finicity
LenderClose
LexisNexis AML Insight
Matrix
MeridianLink Access
MeridianLink Data Connect
MeridianLink Engage
NotaryWorks
Plaid
Savvy Content Manager
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

THIS

Country

United Kingdom

Website

www.torryharris.com/products/open-banking-solution-concierge-bank

Vendor Details

Company Name

MeridianLink

Founded

1998

Country

United States

Website

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

Product Features

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

Loan Origination

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

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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