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The wait is over! The full agenda for MeridianLink® LIVE! 2026 is now available. Check it out to learn more about this year’s sessions, from expert-led presentations to collaborative peer roundtables.
Still Need To Register for Meridianlink LIVE! 2026?
Join us in San Diego, CA, May 11-14.
This year’s keynotes, breakout sessions, and roundtable discussions revolve around four central themes: Unlocking Digital Growth, Personalization That Powers Loyalty, Efficiency Unleashed, and Reimaging Mortgage Lending.
Here are a few of the highlights you can look forward to:
Unlocking Digital Growth
A track for those who want to learn more about the strategies and tools that promote seamless, end-to-end consumer experiences.
The State of Digital Acquisition: How Modern Financial Institutions Win
Discover how leading financial institutions remove friction and boost conversions by delivering fast, intuitive mobile-first acquisition experiences. Learn the key trends, strategies, and tools FIs need to win and grow in an increasingly digital, on-the-go consumer landscape.
The Data Dividend: Turning Intelligence Into Revenue
Learn why data creates the most value when it’s embedded into everyday decisions.
In this session, MeridianLink leaders explore the industry shifts pushing banks and credit unions to move beyond static reporting and toward intelligence that drives action. You’ll examine:
- Why tying analytics directly to lending and account opening workflows delivers more impact than disconnected tools.
- How institutions are using data already housed in their LOS to identify opportunities and reduce friction.
- What separates insight from true execution.
Guiding Your Consumer Experience for New Generations
Learn how banks and credit unions support younger generations as their financial needs evolve.
In this panel discussion, MeridianLink leaders explore how community institutions are adapting to serve younger consumers across key life and financial milestones. The conversation will cover industry trends, shifting expectations, and how institutions use flexible platforms, integrated workflows, and lifecycle thinking to meet consumers where they are today while staying prepared for where they’re headed next.
MeridianLink Access Customer Panel: Real World Success
Join a panel of MeridianLink® Access customers as they reveal the strategies and product capabilities that helped them streamline processes, improve performance, and accelerate institutional growth. Learn what’s working in the real world and walk away with proven ideas you can apply at your own financial institution.
Personalization That Powers Loyalty
A track covering ways to deepen consumer relationships and drive meaningful engagement.
Cross-Sell That Converts: Data-Driven Strategies for Today’s Financial Institutions
Discover how digital transformation is reshaping cross-sell strategies in banking. This session explores how consumer insights and engagement tools power personalized offers and streamline product access to drive growth and deepen relationships. Plus, here from one customer achieving these results today.
Personalized Journeys, Not Just Personalized Messages: Orchestrating Dynamic Experiences
Personalization isn’t inserting a first name into an email, it’s creating fundamentally different experiences based on who someone is and what they need. This session explores how to design adaptive member journeys with simpler application flows, product recommendations that reflect actual financial situations, and communication cadences that respond to individual engagement patterns.
Modernizing Debt Recovery for the Digital-First ConsumerFirst Consumer
Consumer debt is rising, and borrowers now expect digital-first self-service options to manage payments on their own terms. This session explores how financial institutions can modernize outdated processes with personalized, compliant, and automated engagement strategies that reduce strain on staff while improving consumer outcomes.
Efficiency Unleashed
A track that’s all about leveraging automation and data-driven insights to optimize your workflows.
Intelligent Automation: Transforming Operations for Competitive Advantage
This session breaks down how Advanced Decision Engine-powered decisioning, intelligent routing, and straight-through processing create scalable, sustainable operational gains. You’ll learn how to identify the most impactful automation opportunities, design workflows that improve consistency and compliance, and apply proven practices used by high-performing financial institutions.
Customer Success Story: Operational Efficiency Across MeridianLink and MeridianLink Marketplace
See how Credit Human connects MeridianLink® Marketplace partners to level up their platform experience.
In this customer-led session, Credit Human shares how they streamlined deposit and indirect lending workflows using the MeridianLink Modern Experience alongside Marketplace partners for fraud controls, Zest AI-powered decisioning, and e-contracting. Hear how these solutions work together, from integration and data flow to execution at scale.
Smarter Decisioning Starts With Analytics
Learn why analytics is foundational to smarter decisioning and how to get started. This session breaks down how MeridianLink Analytics, starting with Custom Score, helps financial institutions strengthen decisioning without jumping straight into complex models. You’ll explore:
- How analytics improve risk understanding, consistency, and performance.
- How to establish a strong decisioning foundation.
- Where analytics fit within the broader MeridianLink platform to support growth over time.
Reimagining Mortgage Lending
A track dedicated to delivering the insights, platform optimization, and peer-driven solutions you need to stay ahead in an evolving mortgage market.
Mortgage and Housing Market Outlook: A Data-Driven Look at The Economy, Rates, and Housing Demand
Mortgage Bankers Association Chief Economist and SVP of Research and Business Development Michael Fratantoni will explain how interest rates, housing supply, credit conditions, consumer demand, and national policy are expected to evolve, and why those shifts matter to lenders today.
Attendees will gain perspective on the key drivers of origination volume, purchase activity, affordability pressures and refinance potential while leaving you with the macroeconomic context to move beyond the headlines and make more informed, strategic decisions.
Artificial Intelligence for Mortgage Professionals: Unlocking the Power of AI
Will Vickers, Arch MI’s VP Industry Technology, will deliver a clear, practical overview of AI fundamentals and their relevance to mortgage lending. Attendees will gain a stronger understanding of how generative AI tools work, how lenders are applying AI today, and where AI is most likely to impact the industry next.
What’s New and Whiteboard: Maximizing Today’s Capabilities and Shaping What Comes Next
This session combines practical product insight with peer-driven networking to help you unlock more value from the technology you use every day. We’ll begin by highlighting some of the MeridianLink® Mortgage product updates that help lenders operate more efficiently and deliver stronger borrower experiences. You’ll see how these enhancements (shaped by feedback at this session in 2025 and throughout the year) can help you get more from the software.
Then, we’ll transition to an interactive whiteboard forum where customers collaborate to share the challenges, compare approaches, and propose ideas that may influence product innovation.
Product Demos & Training
You’ll also have the chance to learn more about your MeridianLink products and ways to get the most value out of them.
Test MeridianLink Access Out for Yourself!
Join us for a hands-on MeridianLink Access workshop where customers can explore the platform in real time, test key features, and build applications themselves during a guided live demo. You’ll experience the full power of Access firsthand and leave with practical skills you can apply immediately.
Demo: Share-of-Wallet Module
In this live demo, you’ll see how the Share-of-Wallet module identifies high-value opportunities by combining application data, credit insights, and pipeline signals to reveal additional products your consumers are likely to need. We’ll walk through how the system surfaces targeted, personalized offers, streamlines campaign execution, and provides post-campaign analytics to optimize growth strategies.
Vendor Showcase
Stop by the Vendor Showcase to meet 60+ MeridianLink® Marketplace partners that can expand your platform capabilities even further.
Arc Awards
The MeridianLink Arc Awards are back! Join us on Tuesday, May 12, for a special dinner and ceremony presenting this year’s winners.
Submit your nomination by 5 p.m. on Friday, April 3, for the opportunity to be recognized for the meaningful accomplishments your institution achieved over the past year. Click here for eligibility rules, deliberation criteria, and the nomination form.
We say it every year because it’s true: This is shaping up to be our best year yet! We can’t wait to see you all for another great event full of deep insights, helpful product demos, and the chance to mingle with industry leadership and peers across the nation.
