MeridianLink Opening

MeridianLink Opening

MeridianLink
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About

ClickSWITCH solves the age-old problem that has confounded and prevented new business development for financial institutions – switching account holders from one institution to another. ClickSWITCH’s mission is to empower consumer choice while enabling competitive, profitable financial institutions. Headquartered in Minneapolis, ClickSWITCH has quickly grown to support hundreds of financial institutions and Fintechs in all 50 states as well as Puerto Rico and Canada. Q2 makes it easy to engage with new, existing, and even idle accounts. Our automated solutions for switching direct deposits, recurring payments, and online card payments to your FI can bring your account holders fully onboard—and turn you into their primary financial services provider. Marketing and digital account opening acumen might get account holders in the door, but building profitable primary relationships takes more.

About

MeridianLink® Opening is a digital account opening solution that helps financial institutions simplify onboarding and grow deposits across checking, savings, CDs, and more. The platform combines mobile‑first design, automated workflows, fraud protection, and real‑time decisioning to reduce friction and increase conversions. Features include adaptive forms, save‑and‑resume applications, automated identity verification, instant decisions, immediate funding, and built‑in compliance controls for BO, CIP, KYC, AML, and OFAC. Seamless core integration, in‑application cross‑sell, automated document handling, and ready‑to‑use accounts help institutions reduce operational effort, control risk, and deliver fast, secure, paperless onboarding experiences.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial institutions and banks searching for a solution to manage their internal and customer operations

Audience

Credit unions and banks looking to deliver seamless, secure digital account opening experiences to grow deposits, improve consumer experiences, and increase efficiency.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

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 Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.2 / 5
ease 4.3 / 5
features 4.2 / 5
design 3.9 / 5
support 4.0 / 5

Pros from Real Users

Pros

  • I like that I can see all the apps, to help members apply to. I like that I can have easy access to log in
  • MeridianLink Opening is user-friendly and easy to navigate, making it simple for both staff and members to complete the application process. The platform is efficient in data entry, reducing manual input and helping speed up onboarding and loan processing. Its streamlined workflow improves productivity and minimizes errors, allowing for a smoother overall experience.
  • I really enjoy the filter function of the application. I also like the ability of sending DocuSign.
  • I am a Trainer a small credit union. I facilitate the training for loan navigation and we truly enjoy using Meridianlink Modern Experience. This was a huge improvement from the original view. Navigation is easy and the look is easy o the eyes.
  • The Accessibility is nice and it flows well between screens/tabs I Like that it carries over information from our banking system for members
  • Discover a wealth of incredible features designed to effortlessly navigate the system, including financial calculators and additional tools that truly showcase their potential. This platform is not only easy to use but also highly user-friendly, allowing you to master the program quickly and efficiently within just one day. With so many tools at your fingertips, you won't want to consider anything else!
  • The website is easy to use and navigate. The options are great, and I highly recommend it to anyone who prefers something simple and not complicated.
  • very responsive most of the time, overall this service is very easy to use and understand and the most important thing is that it actually works as it should.
  • I like that when you input a zip-code the system prefills the rest. There really aren't many other positives I can think of to list.
  • MeridianLink Opening is a terrific account opening program that is intuitive to use. I use it heavily every day and appreciate the ease of the workflow.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Q2
United States
www.q2.com/consumer/account-switching

Company Information

MeridianLink
Founded: 1998
United States
www.meridianlink.com/products/account-opening-software/

Alternatives

Alternatives

MeridianLink One

MeridianLink One

MeridianLink
AOPAY

AOPAY

AOPAY Technology

Categories

Categories

Banking Features

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

Banking Features

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

Online Banking Features

Brokerage
Cash Management
Chat / Messaging
Credit Card Management
Electronic Statements
Fraud Detection
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring

Integrations

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

Integrations

ARC Cyber Risk Management
BillingTree
CICTotal Manager
ConnectionsOnline
DataFreight
Docusign
Experian Aperture Data Studio
LenderClose
LexisNexis AML Insight
Matrix
MeridianLink Access
MeridianLink Data Connect
MeridianLink Insight
NotaryWorks
Plaid
Savvy Content Manager
StarterCRM
SureClose
Wolters Kluwer Passport
Zest
Claim ClickSWITCH and update features and information
Claim ClickSWITCH and update features and information