As a new year begins, many people traditionally make firm decisions to either do or not do something for a full calendar year—also known as a New Year’s resolution. Companies utilize this same mantra to evaluate their current position in the marketplace, thus becoming more determined to improve efficiencies and garner more success—especially as it relates to their consumer base. If you're looking to take advantage of a more prosperous year, read on.
When evaluating ourselves—and in preparation for our New Year's resolution—MeridianLink reviewed our post-webinar surveys from 2020. This exercise propelled us to become even more resolute in our offerings to our attendees. Our definitive goal is to deliver a selection of presentations that wisely cater to your interests, as well as provide solutions to overarching pain points. Furthermore, based on attendee feedback, our assessment concluded that for financial institutions to remain competitive they must work smarter, increase productivity, and better serve their customers.
Many topics reoccurred in our assessment; however, several major topic themes rose to the top over and over again. The subject matter varies greatly: Admin Pro support services; back-office auto lending; digital lending and account opening; mortgage lending; best practices to increase automation of processes, and collections. But if there’s one key takeaway, it’s that all topic themes provide ample ways to improve your daily work lives and your overall business’ success.
Here are the five webinars:
- Auto Loans featuring MeridianLink Consumer (formerly known as LoansPQ) and MeridianLink Portal (formerly known as Application Portal)
- Predictions for digital Lending and account opening featuring Jim Marous
- Expanding wallet share and revenue featuring MeridianLink Mortgage (formerly known as LendingQB)
- Increasing automated origination approvals featuring MeridianLink Consumer (formerly known as LoansPQ)
- Optimizing collections operations featuring MeridianLink Collect (formerly known as XpressCollect) and Experian
You'll find in-depth descriptions for each one below, including presenters and panelists.
Webinar #1: Shift Your Back-Office Direct and Indirect Auto Lending Processing into a Higher Gear
Date: January 27
Presenters
Paul Forrest Vice President Sales Engineering, MeridianLink
Brandon Sisola Group Product Manager, MeridianLink
COVID-19 made working smarter and in a more automated fashion a necessity, especially in processing auto loans. This webinar takes an up-close look at the new modern experience of MeridianLink Consumer (formerly known as LoansPQ) product, specifically the indirect and direct auto lending modules. This webinar covers key new back-office features and functionality, as well as demos, of both modules. It will also show the best practice of using the MeridianLink universal application within MeridianLink Portal (formerly known as Application Portal) to accept and process both automotive application types digitally.
Webinar #2: Digital Lending and Account Opening: 10 Predictions for 2021 and Beyond
Date: February 10
Presenter
Jim Marous Co-publisher of the Financial Brand, Owner/CEO of Digital Banking Report
Join Jim Marous, co-publisher of The Financial Brand and owner/CEO of the Digital Banking Report, as he reviews the ten inevitable occurrences in digital origination that will manifest themselves in 2021 and the near future. Jim will provide case studies, industry statistics, hard evidence, and documented observations that support each of the prognostications. If you are seriously focusing on your digital origination journey of your members and customers, you should not miss this informative presentation. This is a countdown you won’t want to miss!
Webinar #3: Expanding Wallet Share and Revenue Through Cross-Sell and Debt Optimization
Date: February 24
Presenters
Kristine Kline Director of Business Development, MeridianLink Mortgage
Jeff Lev Sales Engineer, MeridianLink Mortgage
Banks and credit unions are oftentimes siloed when streamlining mortgage and consumer loans, potentially losing opportunities to cross sell products and services if they don’t have the right tools in place. This webinar demonstrates how MeridianLink Mortgage (formerly known as LendingQB )offers cross-selling and debt optimization that will deepen relationships and increase wallet share for FIs. Join our team of experts as they provide key insights on streamlining the mortgage loan experience, minimizing duplicate data entries, and capitalizing on wallet share, especially if you are already using MeridianLink Consumer (formerly known as LoansPQ) and/or MeridianLink Opening (formerly known as XpressAccounts).
Webinar #4: Best Practices: Increasing Automated Origination Approvals
Date: March 10
Presenters
Paul Forrest Vice President Sales Engineering, MeridianLink
Brandon Sisola Group Product Manager, MeridianLink
The value of automating your loan origination approval process has increased significantly over the last five years and went into hyperdrive in 2021. With the proliferation of digital applications, staff working remotely, and the culture shift to speedy actions/results, industry best practices point to greater front and back-office automation going forward to keep up with large financial institution capabilities. This webinar focuses on specific automation best practices within the MeridianLink Consumer (formerly known as LoansPQ) platform that you should be taking advantage of to stay ahead of your competition.
Webinar #5: Optimizing Your Collections Operations Using Analytics
Date: March 24
Steve Weber Sales Engineer, MeridianLink Collect
LaShawn James Director of Product, MeridianLink Collect
As the amount of consumer debt by consumers and businesses continues to grow, financial institutions will need to optimize collection operations to ‘work smarter.’ This webinar will show you how to segment your collection population and develop timely and tailored strategies for distinct collection segments. MeridianLink Collect (formerly known as XpressCollect) partner, Experian, will participate in this webinar.
