MeridianLink Opening
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.
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Plaid
Plaid is a global fintech infrastructure platform that enables businesses and consumers to securely connect to financial data and services. Through APIs that connect to more than 12,000 financial institutions across 20+ countries, Plaid operates the world’s largest open banking data network. By removing the complexity of direct bank integrations, Plaid enables developers, financial institutions, and enterprises to build secure, user-friendly, and conversion-optimized financial products. Plaid powers payments, lending, identity verification, fraud prevention, and personal finance applications. Today, more than 100 million people worldwide, including half of U.S. adults, have relied on Plaid through their connections to over 7,000 apps and services. Plaid supports a wide range of industries and financial workflows, including:
Banks & credit unions, Payouts streamline disbursements, and Pay by Bank supports direct consumer-to-business payments for recurring bills, subscriptions, and eCommerce, Mortgages & lending, Government & public sector programs, Property management, Gaming, Crypto & Digital Assets, Business finances, and Wealth Management. Customers include Venmo, Robinhood, Rocket, Carvana, Affirm, Invitation Homes, and many more.
Plaid is built with enterprise-grade encryption, continuous monitoring, and regulatory compliance, including PSD2 in Europe and FCA requirements in the UK. Plaid does not hold funds but enables secure data transfer and payment initiation.
Plaid provides trusted infrastructure across payments, identity verification, fraud prevention, account connectivity, and open banking. With scale, security, and mobile-first design, Plaid helps businesses create seamless and secure financial experiences for millions of consumers worldwide.
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Marigold Engage
Strengthen your connections by utilizing cross-channel messaging throughout every stage of the customer journey. Marigold Engage, previously known as Selligent, is a robust, adaptable, and customizable email marketing platform that empowers businesses, regardless of their size, to create and implement marketing initiatives, enhance audience segments, design highly tailored offers and communications, optimize strategies, increase conversion rates, and boost revenue.
Engage with your customers at the ideal moment and location by delivering timely, automated, and personalized messages across channels such as email, SMS, web, and social media. With AI-powered recommendations, you can enhance conversions, foster engagement, and cultivate brand loyalty through machine learning algorithms that provide real-time suggestions based on both behavioral and contextual insights. Tailor your communications by sending personalized messages that anticipate user actions, promote offers by leveraging prior engagements, and maximize the potential of your most valuable resource – your data. Additionally, leveraging such insights can facilitate long-term customer relationships and drive sustainable growth for your organization.
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Prisma Campaigns
The Agile Marketing Platform for Financial Services
Financial Institutions can use our services to deepen customer relationships, increase share of wallet, and increase loyalty. We allow them to easily execute personalized campaigns through all channels, at scale.
Prisma Campaigns, an intelligent omnichannel orchestrator, can be used for online banking, mobile banking, email, SMS, and other channels. It uses customer data to allow FIs deliver targeted and personalized campaigns that are relevant, personal, and contextual at every stage of the customer journey.
From insights to action
Effectively orchestrate segmented real-time campaigns.
1-to-1 personalized messages
Increase conversion rates by delivering personal and contextual messages
All-in-one platform
All your channels can be managed from one place: mobile, web and email.
Integration is fast and simple
Our SDK is easy to use and you can go live in 6 weeks.
#BeRelevant
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