MeridianLink Opening

MeridianLink Opening

MeridianLink
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About

Hapax is a purpose-built, native AI platform designed specifically for banks and credit unions, transforming how financial institutions access knowledge, execute workflows, and operate in highly regulated environments. Unlike generic AI tools layered onto legacy systems, Hapax is built from the ground up as a single-tenant solution that integrates directly with an institution’s internal data, documentation, and processes, creating a fully customized “Intelligence Core” unique to each organization. It leverages over a decade of proprietary financial data, including thousands of documents, conversations, and regulatory materials, to deliver accurate, context-aware insights and responses tailored to industry requirements. It combines generative AI with multi-agent workflows capable of automating complex, institution-specific operations such as compliance validation, fraud detection, policy creation, and decision support, while maintaining strict governance and auditability.

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

Banks and credit unions that need a secure, AI-driven system to automate operations, manage compliance, and leverage institutional knowledge at scale

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

$2.50 per credit
Free Version
Free Trial

Pricing

No information available.
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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Hapax
Founded: 2024
United States
www.askhapax.ai/

Company Information

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

Alternatives

Alternatives

FraudXchange

FraudXchange

ThreatAdvice
MeridianLink One

MeridianLink One

MeridianLink

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

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

BillingTree
CICTotal Manager
ClickSWITCH
ConnectionsOnline
DataFreight
Docusign
Experian Aperture Data Studio
Finicity
HubSpot CRM
LenderClose
LexisNexis AML Insight
MeridianLink Access
MeridianLink Data Connect
MeridianLink Engage
Model Context Protocol (MCP)
NotaryWorks
Plaid
Savvy Content Manager
SureClose
Zest

Integrations

BillingTree
CICTotal Manager
ClickSWITCH
ConnectionsOnline
DataFreight
Docusign
Experian Aperture Data Studio
Finicity
HubSpot CRM
LenderClose
LexisNexis AML Insight
MeridianLink Access
MeridianLink Data Connect
MeridianLink Engage
Model Context Protocol (MCP)
NotaryWorks
Plaid
Savvy Content Manager
SureClose
Zest
Claim Hapax and update features and information
Claim Hapax and update features and information