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We’re sure you’ve heard the news—MeridianLink® LIVE! 2026 is coming to the sunny shores of San Diego May 11–14! As a MeridianLink customer, we can’t wait to welcome you to our favorite event of the year. If you haven’t registered yet don’t wait too much longer. Our early bird discount is only available until February 14.
MeridianLink LIVE! offers our customers a chance to learn, connect, and take your institution to the next level. With over 60 sessions planned, this year’s agenda spans the full spectrum of financial innovation—from the latest trends in digital acquisition and automation to mortgage lending, personalization strategies, operationalizing AI, and much more. In this blog, we’re giving you a sneak peek at some of the sessions you won’t want to miss. Keep an eye out as we release the full agenda in the coming months.
Session titles subject to change.
Unlocking Digital Growth
This track is all about delivering seamless, end-to-end consumer experiences.
- The State of Digital Acquisition: Discover how leading financial institutions remove friction, reduce abandonment, and convert more applicants into funded accounts. This session breaks down the latest acquisition trends and shows how institutions compete and win in a mobile-first world.
- Product Advancements and Roadmap – Optimized Account Opening and Onboarding
: Explore how automation, new integrations, and real-time workflows eliminate bottlenecks and deliver faster, more consistent outcomes. - Connecting With the Next Generation – Real Stories From Our Customers
: Join a panel of financial institutions who are winning with younger generations. They’ll share the real strategies, digital experiences, and MeridianLink‑powered processes that helped them drive relevance, build trust, and deepen relationships with younger audiences. - Workshop – Building Your Acquisition Playbook
: An interactive session guiding teams to build repeatable acquisition strategies that convert prospects into customers . - 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 growth. Learn what’s working in the real world, hear customer‑led success stories, and walk away with proven ideas you can apply to your institution.
Personalization That Powers Loyalty
This track is all about deepening consumer relationships and driving meaningful engagement.
- Meet Consumers Where They Click – Personalizing the Path From First Impression To Lasting Relationship
: Discover how leading financial institutions are using emerging personalization trends—like predictive insights, real‑time targeting, and tailored omnichannel experiences—to attract the right consumers, build stronger first impressions, and drive long‑term loyalty and retention throughout the financial journey. - Product Advancements and Roadmap – Cross-Sell Made Simple
: Explore how MeridianLink is embedding intelligent cross‑sell directly into LOS and DAO workflows to drive stronger engagement and smarter growth. This session highlights the latest product advancements including configuration best practices, optimized offer timing, and built‑in compliance guardrails. - Customer Success Story – How To Capture More Repeat Borrowers
: How a MeridianLink customer is using automation and custom workflows to expand relationships and maximize borrower lifetime value. - Workshop – Consumer Experience
: This interactive roundtable workshop is designed to help financial institutions identify and solve the most pressing challenges in delivering exceptional consumer experiences. Through collaborative discussions, participants will share insights, explore proven strategies, and co-create actionable solutions that accelerate digital transformation. - Cross‑Sell That Converts – Data‑Driven Strategies for Today’s FIs
: Discover how digital transformation is reshaping cross-sell strategies in banking. This session explores leveraging consumer insights and engagement tools to deliver personalized offers, streamline access to products, and drive deposit growth. Learn how data-driven approaches and integrated platforms can create frictionless experiences that deepen relationships and maximize lifetime value.
Efficiency Unleashed
This track is all about leveraging automation and data-driven insights to optimize your workflows.
- Intelligent Automation – Transforming Operations for Competitive Advantage
: How automation, ADE‑powered decisioning, and straight‑through workflows are reducing manual effort, increasing speed and accuracy, and expanding staff capacity—enabling scalable, sustainable growth. - Product Advancements and Roadmap – Unlocking Efficiency for Scale and Impact
: This session showcases the enhancements driving greater efficiency across the MeridianLink platform from automation and workflow optimization to data‑driven decisioning and integrated experiences. Plus learn how upcoming capabilities will support growth, strengthen performance, and maximize impact across your organization. - Workshop – Instant Decisioning
: Advanced decisioning is no longer optional, it’s essential for growth. In this roundtable workshop, you’ll learn how to replace manual underwriting with decisioning that accelerates approvals and improves consumer experience. Collaborate with peers to identify pain points, explore proven strategies, and leave with actionable steps to stay ahead of the competition. - Customer ThinkLab – Small Moves that Power Big Wins
: Join this interactive session to identify one high‑impact opportunity where automation can meaningfully move the needle for your institution. Through guided brainstorming and a real customer case study, you’ll explore practical ways automation streamlines processes, reduces effort, and delivers measurable results. - Operationalizing AI in Financial Institutions With Specialized Agents
: Learn how financial institutions deploy specialized AI agents responsibly within governed, production-ready environments .
Reinvigorating Mortgage Lending
This track is all about providing 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: Join MBA Chief Economist and Senior Vice President of Research and Business Development, Michael Fratantoni, for a comprehensive, data-driven outlook on the economic, mortgage market, interest rate and housing forces shaping our industry. You’ll leave with a clear understanding of how today’s realities translate into tomorrow’s opportunities, along with economic context needed to guide strategic planning and decision-making within your institution.
- What’s New and Whiteboard – Maximizing Today’s Capabilities and Shaping What Comes Next
: In this session, we will highlight what’s new across MeridianLink Mortgage with a focus on recent launches that help teams work more efficiently and deliver better borrower experiences. Plus, we we’ll have an interactive forum where customers can share challenges, discuss what’s working, propose ideas, and sketch potential solutions in an open, collaborative environment. - Advanced Features and Configurations – Unlock Even Greater System Value
: In this session, we’ll showcase how advanced features and configuration options in MeridianLink Mortgage can support stronger, faster, and more consistent lending operations across your institution. Our experts will highlight practical ways to streamline workflows, reduce manual effort, reinforce compliance, and improve team productivity. - What Are You Looking To Solve? Where Have You Succeeded? A Customer Peer-To-Peer Session: Join this peer-to-peer to collaborate with fellow mortgage leaders on real‑world, non‑technical challenges and successes shaping today’s lending environment. Discuss emerging obstacles, share proven strategies, and learn how other institutions are achieving meaningful milestones.
Product Demos & Trainings
This track is all about making sure you get the most value from your MeridianLink products.
- Crawl, Walk, Run: Training for Your Experience Level
– Crawl (Beginner): Paths to growth within your first 3 years.
– Walk (Intermediate): Paths to growth within your first seven years.
– Run (Advanced): What to look for to keep things running smoothly and drive continued growth at year 7 and beyond. - Demo – MeridianLink Access vs. Portal: See a side-by-side application experience to see the true difference and experience the MeridianLink Access advancements
. - Demo – Share-Of-Wallet Module: Discover how you can lower acquisition costs, improve cross-sell rates, and use targeted personalized marketing to boost lifetime consumer value.
- Modern Experience Configuration Optimization Workshop
: Learn how to optimize Modern Experience configurations to streamline workflows, improve performance, and deliver more consistent user experiences. - MeridianLink Access Training: This session covers the need-to-know basics on how to configure/administer the Access product.
- Standard Decisioning vs. Advanced Decisioning Engine – Technical Workshop
: Explore the key differences between the standard and advanced decisioning engines, including optimization capabilities, important considerations, and how to prepare for a success. - Admin Playbook – What To Review, When, and Why
: Your tech admins will learn how to run your MeridianLink system like a program, not a reaction machine.
Plus, sessions from some of our Marketplace Partners!
Hear directly from select vendors in dedicated sessions. Then visit them on the LIVE! exhibit hall floor alongside over 60 partners offering solutions compatible with MeridianLink that can elevate your business.
Register Today & Save $500
LIVE! 2026 has something for every MeridianLink user. Lock in your $500 early bird savings by February 14 and secure your spot at the event where ideas, innovation, and connections come together.
