MeridianLink Consulting

Product & Performance Optimization for Financial Institutions

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Solving Your Most Complex Business Challenges

Financial institutions achieve their best results through business intelligence, process optimization, and the strategic use of technology. But how can your organization stay competitive in a rapidly evolving landscape—without breaking the budget on an in-house team of experts? That’s where MeridianLink® Consulting comes in. Our banking technology consulting services are designed to help financial institutions modernize legacy systems, optimize digital workflows, and unlock greater value from their technology investments—all while keeping costs under control.

Optimize Products & Performance

Choose from eight unique consulting services designed to help your staff achieve optimal efficiency and peak product performance.

01. Enhanced Implementation

Maximize origination process efficiencies and effectiveness within MeridianLink® Consumer, MeridianLink® DecisionLender®, and MeridianLink® Opening.

02. Process Optimization

Increase ROI by optimizing system configurations and workflows within MeridianLink® Consumer, MeridianLink® Opening, and MeridianLink® Portal.

03. Admin Pro

Access a team of experienced system admins for implementation, maintenance, and more within MeridianLink® Consumer, MeridianLink® DecisionLender®, and MeridianLink® Opening.

04. Reveal Pro

Improve performance, monitoring, and compliance by leveraging business intelligence for better analytics and reporting. 


05. Decisioning Optimization

Increase origination volumes and better control credit risk by improving the operational efficiency of decisioning criteria.

06. Scoring & Analytics

Expand loan capacity with a custom scorecard to more accurately predict an applicant’s probability of default and credit risk.

07. API Pro

Strengthen connectivity between MeridianLink® products and in-house or third-party applications and services. 

08. Marketing Pro

Identify growth opportunities and drive new strategies with consumer insights from MeridianLink® Engage.

The MeridianLink Advantage

The MeridianLink Consulting team has extensive experience optimizing systems and processes for banks, credit unions, and other financial services companies throughout North America. See how we can help your organization gain a competitive edge through a combination of thought leadership, expertise, support, and operational excellence.

Expertise & Support

We partner with organizations of all types and sizes to help solve their most complex business problems. 

Operational Excellence

We optimize systems and processes to help each customer realize their MeridianLink products’ full potential based on their institution’s unique needs.

Thought Leadership

When it comes to innovation, we lead the way with up-to-date industry knowledge and best practices.

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MeridianLink Consulting Resources

Fortera Credit Union Customer Story

Learn why Fortera activated four MeridianLink Consulting Services.

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Blaze Credit Union Customer Story

See how MeridianLink Consulting helped Blaze fine-tune their processes.

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MeridianLink Consulting provides specialized business consulting and analytics services tailored for banks, credit unions, and other financial institutions. Our team of experts helps optimize your systems and processes, enhancing efficiency and performance. By leveraging our consulting services, institutions can achieve better decision-making, improved risk management, and a competitive edge in the market.

We offer eight distinct consulting services: 

  • Enhanced Implementation: Streamline your origination processes within the MeridianLink platform, ensuring a smooth and efficient setup tailored to your institution’s needs. 
  • Process Optimization: Refine system configurations and workflows to boost return on investment and improve operational efficiency. 
  • Admin Pro: Access experienced system administrators for implementation and maintenance support, providing flexibility and expertise to your team. 
  • Reveal Pro: Leverage advanced analytics for improved performance monitoring and compliance, enabling data-driven decision-making. 
  • Decisioning Optimization: Effectively manage automated decisioning criteria and credit risk for an improved portfolio. 
  • Scoring & Analytics: Develop custom scorecards to more accurately predict an applicant’s probability of default and credit risk, expanding loan capacity. 
  • API Pro: Strengthen integration between MeridianLink products and in-house or third-party applications and services, supporting seamless connectivity. 
  • Marketing Pro: Identify growth opportunities and drive new strategies using consumer insights from MeridianLink Engage.

The MeridianLink Consulting approach is based on continuous improvement. We work closely with your team to identify areas for enhancement, implement best practices, and adjust strategies as needed. This ongoing collaboration ensures that your institution adapts to changing market conditions and continues to operate at peak efficiency. 

MeridianLink Consulting’s API Pro service is designed to enhance connectivity between MeridianLink products and third-party applications. This ensures seamless data flow and integration, allowing your institution to leverage various tools and services effectively. 

Absolutely! Our scalable and customizable services ensure your institution receives solutions tailored to their unique needs and objectives. Whether you’re aiming to optimize existing processes or implement new strategies, our team is equipped to assist you at every stage.

To get started with MeridianLink Consulting, simply fill out a contact form on our website. A member of our team will reach out to schedule a personalized walkthrough of our services, answer your questions, and explore how we can optimize your lending and deposit account processes.

Chat with our experts — learn how
you can optimize your systems and processes and gain that competitive edge.

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