2026 MeridianLink LIVE! San Diego logo

Agenda

Check back closer to MeridianLink® LIVE! 2026 for daily agendas. 

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Program Schedule Preview

Times are subject to change.

Monday, May 11

  • Registration
    10 a.m. – 6 p.m. 
  • Welcome Reception
    4 p.m. – 7 p.m. 

Tuesday, May 12

  • Registration
    6 a.m. – 6 p.m.
  • Breakfast Buffet
    6:30 a.m. – 8 a.m. 
  • General Sessions
    8 a.m. – 9:30 a.m. 
  • Content Sessions
    10 a.m. – 12 p.m.
  • Lunch Buffet
    12 p.m. – 1:30 p.m.
  • General Sessions
    1:30 p.m. – 2:30 p.m.
  • Content Sessions
    3 p.m. – 5 p.m.
  • Arc Awards Presentation and Dinner
    6 p.m. – 10 p.m.

Wednesday, May 13

  • Registration
    6 a.m. – 6 p.m.
  • Breakfast Buffet
    6:30 a.m. – 8 a.m.
  • General Sessions
    8 a.m. – 9:30 a.m.
  • Content Sessions
    10 a.m. – 12 p.m.
  • Lunch Buffet
    12 p.m. – 1:30 p.m.
  • General Sessions
    1:30 p.m. – 2:30 p.m.
  • Content Sessions
    3 p.m. – 5 p.m.
  • Special Event
    6 p.m. – 10 p.m. 

Thursday, May 14

  • Breakfast Buffet
    6:30 a.m. – 8 a.m.
  • General Sessions:
    8 a.m. – 9:30 a.m.
  • Content Sessions
    10 a.m. – 12 p.m.

Here’s a sneak peek at some of the MeridianLink LIVE! 2026 sessions you won’t want to miss. Keep an eye out as we release the full agenda in the coming months.

Session are subject to change. 

Unlocking Digital Growth  

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.

Explore how automation, new integrations, and real-time workflows eliminate bottlenecks and deliver faster, more consistent outcomes.

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.

An interactive session guiding teams to build repeatable acquisition strategies that convert prospects into customers. 

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

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.

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.

How a MeridianLink customer is using automation and custom workflows to expand relationships and maximize borrower lifetime value.

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.

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

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.

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.

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.

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. 

Learn how financial institutions deploy specialized AI agents responsibly within governed, production-ready environments.

Reinvigorating Mortgage Lending

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.

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.

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.

Join this peer‑to‑peer session 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

  • 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.

See a side-by-side application experience to see the true difference and experience the MeridianLink Access advancements. 

Discover how you can lower acquisition costs, improve cross-sell rates, and use targeted personalized marketing to boost lifetime consumer value.

Learn how to optimize Modern Experience configurations to streamline workflows, improve performance, and deliver more consistent user experiences.

This session covers the need-to-know basics on how to configure/administer the Access product.

Explore the key differences between the standard and advanced decisioning engines, including optimization capabilities, important considerations, and how to prepare for a success.

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. 

Unlocking Digital Growth  

  • 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

  • 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

  • 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

  • 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 session 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

  • 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. 

Monday - April 29, 2024

9:30 am

Forum Registration – 9:30am – 6:30pm

Registration
More Info

4:30 pm

Welcome Reception – 4:30 – 7:00pm

General
More Info

9:00 pm

Monday Night Trivia Night Cap, 9:00pm – 10:00pm, Canal A&B

General
More Info

Tuesday - April 30, 2024

6:00 am

Buffet Breakfast – 6:00 – 8:00am

Meal/Refreshments
More Info

6:30 am

Forum Registration – 6:30am – 5:00pm

Registration
More Info

8:00 am

General Session: A Winning Combination: How People, Data, and Technology Combine to Drive Digital Progression – 8:00 – 8:30am

General
More Info

8:30 am

General Session: Tech Humanism: How Data and Technology Shape the Future of Meaningful Human Experiences – 8:30 – 9:15am

General
More Info

9:30 am

Refreshment Break in Exhibit Hall

Meal/Refreshments
More Info

Vendor Showcase Exhibits – 9:30am – 4:30pm

Special Event & Networking
More Info

9:45 am

General Session: Continuous Innovation: Partnering on the Path to Digital Progression – 9:45 – 10:15am

General
More Info

10:00 am

Customer 1-On-1s – 10:00am – 5:00pm

Special Event & Networking
More Info

10:15 am

General Session: AI and the Future of Banking – 10:15 – 10:45am

General
More Info

11:00 am

A1 Consumer Experience Matters Most: How to Turn Consumers into Loyal Customers

MeridianLink ConsumerMeridianLink OpeningIncrease Operational EfficiencyMeridianLink EngageMeridianLink CollectMeridianLink Mortgage
More Info

B1 MeridianLink Opening: Reduce Friction, Increase Borrower Satisfaction, and Grow Deposits Quickly

MeridianLink OpeningGrow Your Institution
More Info

C1 Improve Collection Efficiencies: Elevate Borrower and Staff Experiences

Grow Your InstitutionMeridianLink Collect
More Info

D1 Elevate Your Consumer Base with Data-Driven Marketing Strategies

Grow Your InstitutionMeridianLink Consulting
More Info

E1 Introduction to the MeridianLink Admin Training Series for Consumer & Partner Products

MeridianLink ConsumerMeridianLink OpeningIncrease Operational EfficiencyTraining
More Info

F1 Reaching Consumers in the New Digital Paradigm

Increase Operational EfficiencyMeridianLink PortalMeridianLink Access
More Info

G1 Navigating Change Through Innovative Strategies with MeridianLink Consulting

Increase Operational EfficiencyMeridianLink Consulting
More Info

H1 Move Forward with Modern Experience

MeridianLink ConsumerMeridianLink OpeningIncrease Operational EfficiencyMeridianLink Business
More Info

12:00 pm

Buffet Lunch – 12:00 – 1:30pm

Meal/Refreshments
More Info

1:30 pm

Platinum Sponsor Keynote—The Influence of Women in Financial Services: A Panel Discussion

GeneralPartner MarketplaceGrow Your Institution
More Info

2:00 pm

2024 Vehicle Accessibility Report presented by Open Lending

GeneralPartner MarketplaceGrow Your Institution
More Info

2:30 pm

Refreshment Break in Vendor Hall

Meal/Refreshments
More Info

3:00 pm

A2 Collections Best Practices from MeridianLink Collect Users

Grow Your InstitutionMeridianLink Collect
More Info

B2 Navigating the Challenges of the U.S. Housing Affordability Crisis

Grow Your InstitutionMeridianLink Mortgage
More Info

C2 Introducing MeridianLink Insight Lite: Your New Interactive Data Analytics and Reporting Tool

MeridianLink ConsumerMeridianLink OpeningIncrease Operational EfficiencyMeridianLink Insight
More Info

D2 MeridianLink Portal: Harness Digital Excellence

Improve the Consumer Digital ExperienceMeridianLink Portal
More Info

E2 Introduction to the MeridianLink Admin Training Series for Consumer & Partner Products

MeridianLink ConsumerMeridianLink OpeningIncrease Operational EfficiencyTraining
More Info

F2A Diamond Sponsor—TransUnion: Reinventing Deposit Growth Strategies for Community Financial Institutions

MeridianLink ConsumerMeridianLink OpeningPartner MarketplaceGrow Your Institution
More Info

F2B Diamond Sponsor—Zest: Power Your Lending Ecosystem for Smarter, Faster Decisions

MeridianLink ConsumerPartner MarketplaceGrow Your Institution
More Info

G2 Digital Transformation Journey to Fuel Resilience & Growth

MeridianLink ConsumerMeridianLink OpeningImprove the Consumer Digital ExperienceMeridianLink EngageMeridianLink CollectMeridianLink MortgageMeridianLink DecisionLender
More Info

H2 Revolutionizing Risk Analytics – Harnessing Data for Smarter Lending

Increase Operational EfficiencyMeridianLink Consulting
More Info

J2 Core System Round Table Session Part 1

MeridianLink ConsumerIncrease Operational EfficiencyTraining
More Info

4:00 pm

A3 The Future of Lending: Leveraging Data for Automated Underwriting Decisions

Grow Your InstitutionMeridianLink Consulting
More Info

B3 Next-gen Small Business Lending Solution: Seamless Borrower Experience Combined with Efficient Origination

Grow Your InstitutionMeridianLink Business
More Info

C3 How To Leverage Tech for Enhanced Consumer Engagement

Improve the Consumer Digital ExperienceMeridianLink Engage
More Info

D3 Conquering the Digital Frontiers of Today & Beyond

MeridianLink ConsumerMeridianLink OpeningIncrease Operational Efficiency
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E3 Accelerating Approval: The High Cost of Low Tech

Increase Operational EfficiencyMeridianLink DecisionLender
More Info

F3 Grow Market Share & Profitability Through Social Impact Mortgage Lending

Grow Your InstitutionMeridianLink Mortgage
More Info

G3A Diamond Sponsor—Withclutch: The 3 Key Elements for your Credit Union’s Digital Transformation

MeridianLink ConsumerPartner MarketplaceImprove the Consumer Digital Experience
More Info

G3B Diamond Sponsor—SavvyMoney Beyond Credit Scores: Crafting a Financially Healthy Future Through Digital Lending Innovation

MeridianLink ConsumerPartner MarketplaceImprove the Consumer Digital Experience
More Info

H3 Unlocking the Power of Your Data with MeridianLink

Increase Operational EfficiencyMeridianLink Insight
More Info

J3 Core System Round Table Session Part 2

MeridianLink ConsumerIncrease Operational EfficiencyTraining
More Info

5:00 pm

ARC Award Reception

Special Event & Networking
More Info

6:00 pm

ARC Award Presentation

Special Event & Networking
More Info

7:00 pm

ARC Award Dinner

Special Event & Networking
More Info

8:30 pm

Tuesday Night Cap: After Hours Networking

Special Event & Networking
More Info

Wednesday - May 1, 2024

6:00 am

Buffet Breakfast – 6:00 – 8:00am

Meal/Refreshments
More Info

6:30 am

Forum Registration – 6:30am – 5:00pm

Registration
More Info

8:00 am

General Session: Enhancing Customer Value – 8:00 – 8:30 am

General
More Info

8:30 am

General Session: Superconvergence: How AI and Other Revolutionary Technologies will Transform our World and Your Industry – 8:30 – 9:30am

General
More Info

9:30 am

Refreshment Break in Exhibit Hall

Meal/Refreshments
More Info

Vendor Showcase Exhibits – 9:30am – 4:30pm

Special Event & Networking
More Info

10:00 am

Customer 1-On-1s – 10:00am – 5:00pm

Special Event & Networking
More Info

General Session: Maximizing the Value of Partner Marketplace – 10:00 – 10:45am

General
More Info

11:00 am

A4 Modernizing Mortgage Origination: Enhancing Borrower Experiences & Streamlining Operations with MeridianLink One

MeridianLink ConsumerMeridianLink OpeningGrow Your InstitutionMeridianLink Mortgage
More Info

B4 Introduction to the MeridianLink Admin Training Series for Consumer & Partner Products

MeridianLink ConsumerMeridianLink OpeningIncrease Operational EfficiencyTraining
More Info

C4 Optimizing the Consumer Journey: Fast, Frictionless, & Fully Automated

MeridianLink ConsumerMeridianLink OpeningImprove the Consumer Digital ExperienceMeridianLink EngageMeridianLink CollectMeridianLink MortgageMeridianLink DecisionLender
More Info

D4A Diamond Sponsor—Experian – Tap into Data, Analytics and Decisioning Ecosystem Capabilities Through Your MeridianLink Systems

Increase Operational EfficiencyPartner Marketplace
More Info

D4b Diamond Sponsor—Polly—Key Considerations To Drive Competitiveness in Today’s Dynamic

Increase Operational EfficiencyPartner Marketplace
More Info

E4 Customer Case Study: Streamlining Loan Origination Workflows

Increase Operational EfficiencyMeridianLink DecisionLender
More Info

F4 What’s New: MeridianLink Engage

Increase Operational EfficiencyMeridianLink Engage
More Info

G4 Admin Pro in Action: Customer Perspectives on Elevating Your Experiences with MeridianLink

Increase Operational EfficiencyMeridianLink Consulting
More Info

H4 Leveraging Lender Innovation Features in Mortgage Lending: The Keys To Driving Greater Efficiencies

Increase Operational EfficiencyMeridianLink Mortgage
More Info

12:00 pm

Buffet Lunch – 12:00 – 1:30pm

Meal/Refreshments
More Info

1:30 pm

Platinum Sponsor Keynote—Addressing Challenges Roundtable: Challenges and Best Practices

GeneralIncrease Operational EfficiencyPartner Marketplace
More Info

2:00 pm

Platinum Sponsor Keynote—Solving Identity Fraud at Account Opening: Identity Insights Fraudsters Can’t Buy

Partner MarketplaceReduce Risk/Increase Compliance
More Info

2:30 pm

Refreshment Break in Vendor Hall

Meal/Refreshments
More Info

3:00 pm

A5 Winning the Indirect Lending Race by Leveraging Analytics and Automation

Grow Your InstitutionMeridianLink DecisionLender
More Info

B5 Digital Transformation Journey to Fuel Resilience & GrowthB5

MeridianLink ConsumerMeridianLink OpeningImprove the Consumer Digital ExperienceMeridianLink EngageMeridianLink CollectMeridianLink MortgageMeridianLink DecisionLender
More Info

C5 Transform Experiences with Powerful Point-Of-Sale Solutions

Improve the Consumer Digital ExperienceMeridianLink PortalMeridianLink Access
More Info

D5 What’s New with Mortgage at MeridianLink

Increase Operational EfficiencyMeridianLink Mortgage
More Info

E5 Introduction to the MeridianLink Admin Training Series for Consumer & Partner ProductsE5

MeridianLink ConsumerMeridianLink OpeningIncrease Operational EfficiencyTraining
More Info

F5 Conquering the Digital Frontiers of Today and Beyond

MeridianLink ConsumerMeridianLink OpeningIncrease Operational Efficiency
More Info

G5 Developing Data Strategies: Guiding Your Journey from Early Stages to Strategic Vision

Increase Operational EfficiencyMeridianLink EngageMeridianLink Insight
More Info

H5 The Power of Data and Analytics in Decision Making with Equifax

Increase Operational EfficiencyMeridianLink Consulting
More Info

4:00 pm

A6 Empowering Your Organization: Unleashing the Power of Data with MeridianLink Insight – From Setup to Customization

Grow Your InstitutionMeridianLink Insight
More Info

B6 What’s New: MeridianLink DecisionLender

Increase Operational EfficiencyMeridianLink DecisionLender
More Info

C6 Maximizing Lending Returns With Data-Driven Strategies: A Deep Dive into Underwriting & Portfolio Monitoring

MeridianLink Consulting
More Info

D6 MeridianLink Mortgage LOS & OpenClose LOS Customer Collaboration & Whiteboard Session

Improve the Consumer Digital ExperienceMeridianLink Mortgage
More Info

E6A Diamond Sponsor—Scienaptic: AI for Lending: Myths and Realities

MeridianLink ConsumerIncrease Operational EfficiencyPartner Marketplace
More Info

E6B Diamond Sponsor—Equifax: Securing Success: Smart Strategies to Mitigate Fraud

MeridianLink ConsumerIncrease Operational EfficiencyPartner Marketplace
More Info

F6 A Customer’s Successful Journey in Growing Business Through Personalized Marketing

Grow Your InstitutionMeridianLink Engage
More Info

G6 Empowering Collection Strategies With NEW MeridianLink Insight Integration

Increase Operational EfficiencyMeridianLink InsightMeridianLink Collect
More Info

H6 Starting Smart: Positioning Your FI for Small Business Lending Success

Increase Operational EfficiencyMeridianLink Business
More Info

5:00 pm

Special Forum Evening Event – 5:00 – 10:00pm

Special Event & Networking
More Info

Thursday - May 2, 2024

6:00 am

Buffet Breakfast – 6:00 – 8:00am

Meal/Refreshments
More Info

6:30 am

Forum Registration – 6:30am – 12:30pm

Registration
More Info

8:00 am

General Session: State of Lending in 2024 – 8:00 – 8:30am

General
More Info

8:30 am

General Session: 2024 Economic Update – 8:30 – 9:30am

General
More Info

9:30 am

Refreshment Break in Exhibit Hall

Meal/Refreshments
More Info

Vendor Showcase Exhibit Hall Open – 9:30 – 11:30am

Special Event & Networking
More Info

10:00 am

A7 Actionable, Near Real-Time Insights To Accelerate Your Origination Processes

Increase Operational EfficiencyMeridianLink InsightMeridianLink Data Connect
More Info

B7 Navigating the Millennial & Gen Z Mindset in Mortgage Lending

Increase Operational EfficiencyMeridianLink Mortgage
More Info

C7 Q&A With the MeridianLink Account and Customer Success Teams

MeridianLink ConsumerMeridianLink OpeningImprove the Consumer Digital ExperienceMeridianLink EngageMeridianLink CollectMeridianLink DecisionLender
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D7 Navigating the ‘Business First’ Landscape: Effective Strategies with MeridianLink Business

Grow Your InstitutionMeridianLink Business
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E7 Fueling Growth: Advanced Marketing Strategies for Targeted Loan Activity with MeridianLink Engage

Grow Your InstitutionMeridianLink Engage
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F7 MeridianLink Consumer: Master Loan Operations and Elevate Borrower Satisfaction

MeridianLink ConsumerGrow Your InstitutionMeridianLink Insight
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G7 Maximizing Efficiency and ROI: One Customer’s Journey with Expert Consulting and Admin Pro

Increase Operational EfficiencyMeridianLink Consulting
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H7 Reaching Consumers in the New Digital Paradigm

Increase Operational EfficiencyMeridianLink PortalMeridianLink Access
More Info

11:00 am

A8 A Customer’s Successful Journey in Growing Business Through Personalized Marketing

Grow Your InstitutionMeridianLink Engage
More Info

B8 What’s New: MeridianLink Collect?

Increase Operational EfficiencyMeridianLink Collect
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C8 Managing Mortgage Compliance Through Turbulent Times

Improve the Consumer Digital ExperienceMeridianLink Mortgage
More Info

D8 MeridianLink Access: Revolutionize Digital Origination and Transform Borrower and Staff Experiences

Improve the Consumer Digital ExperienceMeridianLink Access
More Info

E8 Get Inspired to Boost Instant Approval Rates and Your Bottom Line

MeridianLink ConsumerIncrease Operational EfficiencyMeridianLink Consulting
More Info

F8 Keys to a Successful MeridianLink Mortgage Implementation

MeridianLink ConsumerIncrease Operational EfficiencyMeridianLink MortgageTraining
More Info

G8 Leveraging Data-Driven Decisioning for Smarter Small Business Lending

Increase Operational EfficiencyMeridianLink Business
More Info

H8 Keys to a Successful MeridianLink Consumer Implementation

MeridianLink ConsumerIncrease Operational EfficiencyTraining
More Info

12:00 pm

Forum Closing

General
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General Session: Technology + Human Connection = A Winning Combination – 12:00 – 12:30 p.m.

General
More Info

Monday, April 29, 2024

(Subject to change)

Time

Description

9:30am – 6:30pm

LIVE! Registration

4:30pm – 7:00pm

Welcome Reception

9:00pm – 10:00pm

Monday Night Cap: After-Hours Networking

Tuesday, April 30, 2024

(Subject to change)

Time

Description

6:30am – 5:00pm

LIVE! Registration

6:00am – 8:00am

Buffet Breakfast

8:00am – 8:30am

Tuesday Morning Opening

8:30am – 9:30am

Tuesday Morning Keynote

9:30am – 10:00am

Refreshment Break in Exhibit Hall

9:30am – 4:30pm

Vendor Showcase Exhibits

10:00am – 5:00pm

Customer 1-On-1s: 30-Minute Individual Customer Consulting Sessions 

10:00am – 10:50am

General Sessions

11:00am – 11:45am

Concurrent Breakout Sessions
session info

12:00pm – 1:30pm

Buffet Lunch

1:30pm – 2:30pm

Tuesday Afternoon Vendor Showcase: Platinum Sponsor Keynotes 1 & 2

2:30pm – 3:00pm

Refreshment Break in Vendor Hall

3:00pm – 3:45pm

Concurrent Breakout Sessions
session info

4:00pm – 4:45pm

Concurrent Breakout Sessions
session info

5:00pm – 6:00pm

ARC Award Reception
Networking & Special Events Page

6:00pm – 6:45pm

ARC Award Presentation
Networking & Special Events Page

7:00pm – 8:30pm

ARC Award Dinner
Networking & Special Events Page

8:30pm – 10:00pm

Tuesday Night Cap: After Hours Networking
Networking & Special Events Page

Wednesday, MAY 1, 2024

(Subject to change)

Time

Description

6:30am – 5:00pm

LIVE! Registration

6:00am – 8:00am

Buffet Breakfast

8:00am – 8:30am

Wednesday Morning Opening

8:30am – 9:30am

Wednesday Morning Keynote

9:30am – 10:00am

Refreshment Break in Exhibit Hall

9:30am – 4:30pm

Vendor Showcase Exhibit Hall Open
Vendor Showcase Page

10:00am – 5:00pm

Customer 1-On-1s: 30-Minute Individual Customer Consulting Sessions 

10:00am – 10:50am

General Session

11:00am – 11:45am

Concurrent Breakout Sessions
session info

12:00pm – 1:30pm

Buffet Lunch

1:30pm – 2:30pm

Wednesday Afternoon Vendor Showcase: Platinum Sponsor Keynotes 3 & 4

2:30pm – 3:00pm

Refreshment Break in Vendor Hall

3:00pm – 3:45pm

Concurrent Breakout Sessions
session info

4:00pm – 4:45pm

Concurrent Breakout Sessions
session info

5:00pm – 10:00pm

Special Evening Event: MeridianLink Night at the Opry (includes reception, dinner, and private show at the Grand Ole Opry House)
Networking & Special Events Page

Thursday, MAY 2, 2024

(Subject to change)

Time

Description

6:30am – 12:30pm

LIVE! Registration

6:00am – 8:00am

Buffet Breakfast

8:00am – 8:30am

Thursday Morning Opening

8:30am – 9:30am

Thursday Morning Keynote

9:30am – 10:00am

Refreshment Break

9:30am – 11:30am

Vendor Showcase Exhibit Hall Open
Vendor Showcase Page

10:00am – 10:45am

Concurrent Breakout Sessions
session info

11:00am – 11:45am

Concurrent Breakout Sessions
session info

12:00pm – 12:30pm

Closing Session