MeridianLink Consumer
Implementation Guide
The MeridianLink Summer Road Trip Webinar Series ran from July thru September 2020. The series aimed to help participants plan for digital changes in 2021 and beyond. Five key topics were highlighted by industry experts and panelists.
Check out the series lineup below to view the webinar recordings.
11:00am - 11:45am PDT
Brandon Sisola
Product Manager, LoansPQ and XpressAccounts Group, MeridianLink
Paul Forrest
Vice President, Sales Engineering, MeridianLink
Our subject matter experts hiked through the components of a successful digital account opening and lending journey. All attendees received the Digital Account Opening and Lending Assessment Guide to see how their current program ranks. The webinar recording is available and can be viewed below after filling out the form.
10:00am - 10:45am PDT
Moderated By
Sam Kilmer
Senior Director, Cornerstone Advisors
Panelists
Chris Maloof
Chief Product Officer, MeridianLink
Michael Rempel
Consultant, Cornerstone Advisors
Our world has shifted over the past several months, as have the needs of banks, credit unions, and their customers. This webinar recording includes a discussion from independent consultants at Cornerstone Advisors and the Chief Product Officer at MeridianLink, who shared insights on the most common challenges and purchase drivers seen in banks and credit unions with selections of new consumer LOS and account opening systems. This content promises to have strategic and tactical learnings and takeaways.
11:00am - 11:45am PDT
Moderated By
Ian Goldsmith
Senior Vice President of Product, MeridianLink
Panelists
David Wieczorek
LendingQB Group Product Manager, MeridianLink
John Cosgrove
Product Compliance Analyst, MeridianLink
Toma Ghiran
Systems Administrator, FlexPoint Mortgage
Nick Santarelli
Vice President, Mid-Island Mortgage Corp
The LendingQB roundtable session brought together mortgage experts to present findings on the immediate impact in lending and compliance, as well as lessons learned during COVID-19. This was an enlightening discussion on how to identify revenue opportunities, new trends that will drove innovation after the crisis, as well as emerging technology that impacted the economy in what we see as the ‘new normal.’
11:00am - 11:45am PST
Moderated By
Doug Glagola
Vice President of Strategic Development, MeridianLink
Panelists
Matt Roe
Chief Revenue Officer, Open Lending
Karim Habib
Vice President Customer Optimization, CUNA Mutual Group
Kimberlie Ballard
Assistant Vice President, Randolph Brooks Federal Credit Union
Anyone who is familiar with the automotive industry can attest it has been a rocky road for vehicle lending market shares—especially during these past six months. Volumes significantly dropped in the beginning of 2020, however, we’re now starting to see the industry bouncing back, and regaining traction. The questions we must ask ourselves are: how long will this uptick last, and is it considered sustainable? A panel of industry experts focused on insured lending, non-interest income programs, and insights within the next 12-18 months of vehicle lending.
11:00am - 11:45am PST
Presented By
Jim Marous
Owner and CEO of the Digital Banking Report
The 2020 Digital Lending and Account Opening Survey was sponsored for the third consecutive year by MeridianLink.
Jim Marous, Owner and CEO of the Digital Banking Report shared the survey results and insights collected from over 400 respondents from various financial institutions during a MeridianLink hosted webinar on September 16, 2020.
Click below to receive the webinar recording and a FREE copy of the 2020 Digital Lending and Account Opening Review ($495 value).
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Costa Mesa, CA 92626
T: 866-417-5130