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Grow Deposits, Loans, & Consumer Relationships

Our Share-of-Wallet Module helps you spot untapped opportunities in your existing accounts and act on them—quickly, compliantly, and at scale.

Don’t Let Opportunities Slip Away

Your accountholders likely have loans, deposits, or credit cards with other institutions. Every one of those is a missed opportunity. With our Share-Of-Wallet module, you can uncover those external relationships and turn them into refinancing, transfers, and new deposits—all using the data you already collect.

From Data to Growth in Three Steps

  1. Find What’s Missing
    Reveal external accounts using application and credit bureau data.

  2. Target the Right Segments
    Focus campaigns by credit score, loan type, or account status.

  3. Act With Ease
    Launch lists or campaigns through your own channels—or extend with MeridianLink® Engage for full automation and ROI tracking.

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Why This Matters

3.3

Consumers typically have relationships with 3.3 financial institutions.

4.4

They hold about 4.4 accounts across different financial institutions. 

2.9

On average, consumers have 2.9 accounts at their main financial institution. 

"MeridianLink has allowed us to lower our turnaround times to provide quicker responses to our consumers, and it’s allowed us to streamline our processes and gain efficiencies within the institution and overall help grow our consumer portfolio.”

D.L. Evans Bank
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Navigating the Future of Banking With MeridianLink

Looming concerns of economic slowdown, deposit attrition, and the persistent compression of net interest margins emphasize the urgency for banks to navigate these complexities with precision and innovation. 

This calls for a forward-thinking approach and a trusted partner with innovative, strategic solutions.

Schedule a Demo

Discover how our Share-of-Wallet module can help you grow revenue, recapture accounts, and expand relationships—without adding complexity.

 

MeridianLink® is thrilled to sponsor ACUMA’s FOCALpoint Workshop! Join us for two days of in-depth sessions addressing the most pressing issues facing credit union mortgage lenders in the year ahead.

Know Before You Go 

Review these resources before the workshop to maximize your learning and networking opportunities!  

Mortgage LOS Impact Assessment Survey: Evaluate how well your current loan origination system aligns with modern borrower expectations and market demands.  

Mortgage LOS Checklist: Download our checklist to gain crucial insights into your current mortgage LOS total cost of ownership, ROI, and the ability to deliver a seamless borrower experience. 

Logos

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FloridaCU
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Self-Help-Fed-Credit-UnionCLEAN
DL-Evans-Bank

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MeridianLink vs. The Competition

Feature MeridianLink Competitors

Integration - 
Seamless integration within MeridianLink® One
platform and hundreds of third-party partners.  

 Yes No

Compliance - 
Supports compliance without
sacrificing speed and experience.   

 Yes No

Connectivity - 
Easy, robust, API Connectivity.

 Yes No

Growth & Partnerships - 
Continuous evolution that fosters
valuable partnerships for sustained success. 

 Yes No

Support - 
Dedicated in-house support
equipped with industry expertise. 

 Yes No

Cross-Sell Potential - 
Data-powered opportunity engine
supports efficient, automated retargeting.  

 Yes No

Administration - 
Transparent, user-friendly
implementation and training processes. 

 Yes No

Cards

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Additional Resources

Screenshot 2024-04-04 123548

Navigating Your Unique Path to Digital Growth

From envisioning your digital progression as a strategic roadmap to navigating it with seasoned expertise, the journey toward digital growth is about strategic moves and pivotal milestones. 

Read More
Screenshot 2024-01-03 115259

Boosting Engagement Through Personalization

Explore what personalized communication entails, why it’s so crucial to FIs’ marketing efforts, and tips to help you craft successful outreach materials based on your consumers’ needs and expectations.

Read More
Screenshot 2024-05-07 084127

The Demand For Personalized Digital Banking Solutions Grows 

MeridianLink's latest survey sheds light on consumer sentiments for payments, customer service, digital innovation, and more!  

 

Read More

Interested in learning more about MeridianLink?

Stat Highlight

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