A New Year's Resolution? How About Five Insightful Webinars!

Posted by Brooks Huber

The materials available in this article are for informational purposes only and not for the purpose of providing legal advice. You should contact your own advisors with questions regarding the content herein. The opinions expressed in this article are the opinions of the individual author and may not reflect the opinions of MeridianLink, Inc.

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.


Registration is LIVE for all five webinars:

  1. Auto Loans featuring LoansPQ and Application Portal (consumer)
  2. Predictions for digital Lending and account opening featuring Jim Marous 
  3. Expanding wallet share and revenue featuring LendingQB (mortgage)
  4. Increasing automated origination approvals featuring LoansPQ (consumer)
  5. Optimizing collections operations featuring XpressCollect and Experian

You'll find in-depth descriptions for each one below, including presenters and panelists. Lock in your registration by clicking HERE.



Webinar 1 Shift Your Back-Office Direct and Indirect Auto Lending Processing into a Higher Gear


Webinar #1: Shift Your Back-Office Direct and Indirect Auto Lending Processing into a Higher Gear

Date and Time: January 27 | 11:00 a.m. - 11:45 a.m. PT 



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’s 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 Application Portal to accept and process both automotive application types digitally.


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Webinar 2 Digital Lending and Account Opening 10 Predictions for 2021 and Beyond


Webinar #2: Digital Lending and Account Opening: 10 Predictions for 2021 and Beyond

Date and Time: February 10 | 11:00 a.m. - 11:45 a.m. PT 

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!

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Webinar 3 Expanding Wallet Share and Revenue Through Cross-Sell and Debt


Webinar #3: Expanding Wallet Share and Revenue Through Cross-Sell and Debt Optimization

Date and Time: February 24 | 11:00 a.m. - 11:45 a.m. PT 

Kristine Kline Director of Business Development, LendingQB
Jeff Lev Sales Engineer, LendingQB


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 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 LoansPQ and/or XpressAccounts.


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Webinar 4 Best Practices Increasing Automated Origination Approvals 


Webinar #4: Best Practices: Increasing Automated Origination Approvals 

Date and Time: March 10 | 11:00 a.m. - 11:45 a.m. PT 

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 LoansPQ platform that you should be taking advantage of to stay ahead of your competition.


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Webinar 5 Optimizing Your Collections Operations Using Analytics v2


Webinar #5: Optimizing Your Collections Operations Using Analytics 

Date and Time: March 24 | 11:00 a.m. - 11:45 a.m. PT 

Steve Weber Sales Engineer, XpressCollect
LaShawn James Director of Product, XpressCollect


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. XpressCollect partner, Experian, will participate in this webinar.


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Topics: webinar, digital application process, digital lending

Written by Brooks Huber

Content and Communications Manager, MeridianLink


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