8:30 am – 9:25 am PST
Session 1 - Opening Remarks: MeridianLink Today and Tomorrow
Join members of the MeridianLink Executive Team as they present the company’s current priorities and future plans and how they have changed since COVID-19.
Cornerstone Advisors: Fast As The New Service
Consumers and businesses need their financial institutions to be responsive like never before. Expectations are driven by tough economics, fluid regulations, big bank competitors, new market entrants, and now the COVID pandemic is demanding a sustainable, thoughtful, and FAST response to nearly everything. How is your financial institution adapting to these new demands and expectations?
Presenters:
9:30 am –10:15 am PST
Session 2 - The New and Improved LoansPQ User Experience
LoansPQ subject matter experts walk you through the new user experience for indirect auto, direct auto, credit cards, and personal loans. The session will also provide details on how to get your institution ready for the enhancements.
Level: Intermediate
Presenters:
10:30 am –11:15 am PST
Session 3 - Using LendingQB for Enhanced Digital Lending
(Sessions 3 & 4 run concurrently)
Learn how the LendingQB mortgage platform enables financial institutions to optimize their digital lending experience. This session highlights how LoansPQ clients can offer their customers/members a seamless loan application process across their entire lending portfolio when they implement LendingQB.
Level: Beginner
Presenter:
10:30 am –11:15 am PST
Session 4 - MLX Network: Leveraging Third-Party Integrations to Enhance Your Digital Journey
(Sessions 3 & 4 run concurrently)
Today's challenging market conditions shine a spotlight on the need for increased digitalization, consumer mobile experiences, automation, and touchless processing. Learn how MeridianLink is leveraging industry-leading third-party vendors to enhance the overall platform solution and improve the workflows.
Level: Intermediate
Presenter:
11:30 am –12:15 pm PST
Session 5 - LoansPQ Beta Client Roundtable: Insights with the New UI/UX
MeridianLink beta clients share their feedback with the re-designed LoansPQ user experience/user interface (UX/UI). Topics to be discussed include the use of interface features and functionality, training expectations, factors to consider when migrating, and using new design to your advantage. MeridianLink subject-matter experts are on hand to assist with the Q&A format.
Level: Beginner
Presenters:
12:30 pm –1:15 pm PST
Session 6 - Application Portal: Advanced Configurations for Streamlined Applications
Not every consumer-facing digital channel user flow starts in the same spot. As such, not every user flow needs to follow the same application process. Learn how tailoring the application flow, prefilling specific details, or tagging the application with campaign-style tags may further improve specific application drives.
Level: Advanced
Presenter:
1:30 pm –2:15 pm PST
Session 7 - COVID-19 Has Changed Banking Forever
COVID-19 has impacted every part of our daily lives. In financial services, being a ‘digital bank’ is no longer optional. Many organizations have had to play catch-up as new products needed to be developed, new ways of engagement needed to be supported, and new customer service expectations needed to be met. Even after the pandemic, financial institutions will need to change their entire business model. This presentation shares what banking will look like in a post COVID-19 world.
(Note: MeridianLink will once again be sponsoring the Digital Lending Guide and Digital Lending Survey with the Digital Banking Report. Attendees of this session will automatically be able to participate in the 2020 Digital Lending Survey and receive a complimentary copy of the 2020 Digital Lending Guide.)
Level: Beginner
Presenter:
8:30 am -9:25 am PST
Session 8 - Cornerstone Advisors: The New Command Center
As these unprecedented challenges have faced organizations, a higher sense of urgency and need for data has been required. But how to best make quick and decisive decisions that affect employees, consumers, and communities? In this session, leadership from MeridianLink and Cornerstone Advisors discuss the Stabilize-Situate-Execute crisis leadership model, how the stress of accelerated remote delivery still shows mixed industry progress, and short and long term tech and data implications of the shift from sales to financial health.
Presenters:
9:30 am –10:15 am PST
Session 9 - Powering your Command Center with MLX Insight
(Sessions 9, 10, 11 & 12 run concurrently)
See how MLX Insight harnesses the power of big data and leading BI technology to enable clients to better drive decision making, set actionable data-oriented strategies, and accelerate tangible results. Listen to one of your peers share how putting MLX Insight at the core of their command center has helped achieve greater growth and efficiency in a contracting market.
Level: Intermediate
9:30 am –10:15 am PST
Session 10 - ML Helps! Quick Deployment Options and Tools
(Sessions 9, 10, 11 & 12 run concurrently)
In this session, rapid deployment options and tools to help get you up-and-running with some of our most popular solutions are discussed. In addition, a unique opportunity to augment your resources for the administration and build of your site is presented.
Level: Intermediate
Presenters:
9:30 am –10:15 am PST
Session 11 – LendingQB Roadmap and Essential Insights
(Sessions 9, 10, 11 & 12 run concurrently)
LendingQB experts review recent new feature releases and provide an overview of the planned functionality within the next year. Roadmap priority decisioning is addressed. Plus, take a closer look at the newly launched changes to our ticketing and support experiences.
Level: Intermediate
Presenters:
9:30 am –10:15 am PST
Session 12 – From Legacy Platform to LoansPQ: Keeping Your Complex Decisioning
(Sessions 9, 10, 11 & 12 run concurrently)
One of the most common concerns voiced by all legacy clients is how their various rules, tables, calculations, and decision matrices translate from their current system to LoansPQ. This session takes a look at some of the specific ways LoansPQ can duplicate your current decision process using its dynamic workflow.
Level: Intermediate
Presenters:
Vern Rollins, MLX Analytics Practice Leader, MeridianLink
Chris Jackson, MLX Business Consulting Manager, MeridianLink
10:30 am –11:15 am PST
Session 13 - Decision Optimization for Beginners
(Sessions 13, 14, 15 & 16 run concurrently)
Improved auto-decisioning and a better risk assessment approach are fundamental ways to gain business sustainably while keeping losses under control. This session shares how you can enhance your decisioning framework by using data analytics and how to use their consulting resources to get you there.
Level: Beginner
Presenters:
10:30 am –11:15 am PST
Session 14 – Maximizing your LPQ Cross-Qualifications
(Sessions 13, 14, 15 & 16 run concurrently)
An applicant has provided their information, you’ve pulled their credit, and things are looking great for that application, so why not keep the good times rolling? Cross-qualifications enable the system to inform applicants of loans and credit cards they would likely get approved for if they choose to apply. Learn the settings and preferences that make cross-qualification offers a reality, and how to configure your LoansPQ and XpressAccounts products to maximize your market outreach.
Level: Intermediate
Presenters:
10:30 am –11:15 am PST
Session 15 – Clients Share How LendingQB Increased Their Operating Efficiencies and Helped Scale Their Business
(Sessions 13, 14, 15 & 16 run concurrently)
Level: Intermediate
Presenter:
10:30 am –11:15 am PST
Session 16 – Business Lending and Home Equity Road Map for LoansPQ PLUS Combo App Digital Capabilities for Both
(Sessions 13, 14, 15 & 16 run concurrently)
Many new features and functionality have been added to the LoansPQ Business and Home Equity modules based on gap analysis between current legacy LOS capabilities. The presentation includes current state and future plans for these modules as well as how Application Portal’s Combination Application allows you to accept home equity and business applications digitally.
Level: Intermediate
Presenters:
11:30 am –12:15 pm PST
Session 17 - Analytics & Scoring: Advanced Custom Scorecard
(Sessions 17, 18, 19 & 20 run concurrently)
Custom scorecards are the ultimate solution for better auto-decisioning, greater business gain, and loss reduction. Learn the main phases in building a custom scorecard, the advantages of using a custom scorecard versus a rule-based system, and the data framework used in a custom scorecard.
Level: Advanced
Presenters:
11:30 am –12:15 pm PST
Session 18 - LoansPQ / XpressAccounts Custom App Queue Automation
(Sessions 17, 18, 19 & 20 run concurrently)
Make sure the right applications are being seen by the right people at the right time, without making your users hand them off manually or waste time searching for them. Learn the features in LoansPQ and Xpress Accounts that will reduce user error and make every application hand-off fast, consistent, and automatic.
Level: Intermediate
Presenters:
11:30 am –12:15 pm PST
Session 19 - The Top 3 Surprisingly Underutilized LendingQB Features
Are you still using LendingQB the same way as when you first started? If so, learn more about the top three features you should re-visit to save your organization time and money.
Presenters:
11:30 am –12:15 pm PST
Session 20 - XpressAccounts Fast Track: How You Can Digitally Open Deposit Accounts before You Migrate
(Sessions 17, 18, 19 & 20 run concurrently)
COVID-19 has taught us that all FIs must have a digital strategy that includes lending and account opening. If you cannot accept deposit accounts digitally, here is a solution to resolve that issue for legacy LOS users. XpressAccounts FastTrack is designed to get you LIVE and automatically accepting, processing and decisioning deposit account applications in seven working days or less.
Level: Intermediate
Presenters:
12:30 pm –1:15 pm PST
Session 21 - Find Out How XpressCollect will Upgrade your Collections Experience, Especially if you're Using LoansPQ
(Sessions 21, 22, 23, & 24 run concurrently)
One of MeridianLink's latest offerings, the web-based XpressCollect, is the focus of this session. The product's key features that replace tedious workflows of the past with increased automation, sophisticated analytics, and easy-to-use functionality are thoroughly examined.
Level: Beginner
Presenters:
12:30 pm –1:15 pm PST
Session 22 - LoansPQ, XpressAccounts and Application Portal - Q2 Updates and Enhancements
(Sessions 21, 22, 23, & 24 run concurrently)
See the plans for the next six months (and beyond) for these three major components of the consumer lending and account opening journey. In addition to the glimpse in the future, the presentation provides a recap of features and functionality from 2019 until now,
Level: Intermediate
Presenters:
12:30 pm –1:15 pm PST
Session 23 - Navigating the Compliance Frontier with LendingQB
(Sessions 21, 22, 23, & 24 run concurrently)
This session provides LendingQB customers with informative product tips and other valuable compliance-related news that can help mortgage lenders navigate the ever-changing regulatory environment.
Level: Intermediate
Presenters:
12:30 pm –1:15 pm PST
Session 24 - Lowering Migration Stress: The MLX Consulting Mantra
(Sessions 21, 22, 23, & 24 run concurrently)
Making the decision to migrate is not a choice made lightly. But there are ways to get that anxiety level to a minimum using Admin Pro and Enhanced Implementation. These two programs designed to make your migration easier on your team, speed up the deployment process and provide you with a documented roadmap of your processes once you Go-LIVE.
Level: Beginner
Presenters:
1:30 pm –2:15 pm PST
Session 25 - MeridianLink Product Roadmap and the Path Forward/Closing Remarks
Wrap up your 2020 Virtual User Forum experience by learning about MeridianLink's product roadmap strategy and how it is changing to reflect everyone's fast-changing environment. In addition, the event will come to a close with the announcement of MeridianLink Virtual Forum session prize winners and our plans for the 2021 MeridianLink User Forum.
Presenters:
