“Perfect You: Tap into the Power of Your Authenticity to Meet the Moment”
WHEN: 8:30am - 9:25am
TAGS:
Special Event & Networking
It takes people 7 seconds to form an opinion about you. That's why most of us are taught to fit into a box, instead of embracing those parts of ourselves that stand out. As a former national TV journalist, Mariana is no stranger to labels. She was the only Spanish speaking Latina correspondent at MSNBC for many years and often encouraged to leave parts of herself at the door. It wasn't long before she realized that 'covering' did not foster real belonging. This is only heightened in the financial services industry, where there is a larger need to put yourself out there, in order to service and build community. Mariana’s key is to double down on your authenticity and follow easily applicable formulas to discover what makes you special. Through relatable anecdotes, actionable tools and dynamic exercises, she will lead the audience on a journey to embrace their secret sauce and begin the great next chapter of their lives and careers. With Mariana’s “Control Framework”, attendees will learn to reclaim their power, lessen their fear of failure, and leave energized to apply the lessons from the MeridianLink Conference. The current climate calls for nothing less.
Mariana Atencio took the world by storm when her TEDx talk "What makes YOU special?" went viral. To date, it has over 22 million views and has been translated into 13 languages. An expert on the power of authenticity, her book "Perfectly You" was an Amazon Best Seller and selected by Audible and AppleBooks. She’s quickly become one of the most sought-after keynote speakers, founding her own media company, GoLike, and giving everyone the tools to tell their own stories. A former anchor and reporter for NBC, her journalistic work has been honored with a Peabody, a Gracie, and an IRE award. Mariana has appeared on the Today Show, The Talk and HBO. If you are into true crime, her latest project is a podcast about two women who go missing on a trail. It's called "Lost in Panama" and it was among Apple's top 10 podcasts week of release. You can find Mariana on social media at @marianaatencio.
These 30-minute sessions can be scheduled with a member of the MeridianLink staff throughout the Forum. Each session is scheduled in a private room so you can freely discuss your future plans and needs. Reach out to your primary MeridianLink contact before (or during) the Forum for more details.
Hear directly from your peers to gain insight into how they achieved success with MeridianLink Portal to drive their digital lending strategies and how it has enabled them to meet the needs of the market as well as their internal workflows and processes. Get advice you can use to move your online lending strategies forward.
You'll learn:
How to turn challenges into opportunities for success
How best practices and tactics improved outcomes
Lessons learned to drive action and deliver results
B7: Overcome Challenges and Gain Insight from Your Data
WHEN: 10:00am - 10:45am
PRESENTED BY: Chris Dumas Director, Data Product Management
TAGS:
MeridianLink Insight
Hear from a customer who will share their experiences with how MeridianLink Insight has helped them to make better and faster business decisions to implement a more efficient origination process.
PRESENTED BY: David Mayer Senior Software Instructional Designer
TAGS:
MeridianLink Opening
Designed for those who've been using MeridianLink Opening for a while and are familiar with most capabilities of the product, this training session explores advanced features and functionality and how to employ them for maximum benefits.
You'll learn:
How to automatically include membership fees based on selected FOM questions
How to allow special rates for specific branches
How to use deposit account general booking validations and custom applicant roles for special account types
With continued high demand for vehicles and consumer expectations for optimal digital experiences, having a strong digital presence can be a critical factor in your strategy. Join us as we demonstrate how automating your loan origination can help increase market reach, improve the consumer experience, and grow your indirect portfolio.
You'll learn:
About key trends in the automotive financing industry
How to improve the buying experience in three easy steps
How DecisionLender can automate and streamline indirect lending
E7: Roundtables: MerdianLink Mortgage and OpenClose Customer Perspectives Part 1 (continued in session E8)
WHEN: 10:00am - 10:45am
PRESENTED BY: David Wieczorek Director, Product Management
TAGS:
MeridianLink OpenClose
MeridianLink Mortgage
This session is designed for MeridianLink Mortgage customers and OpenClose LenderAssist customers to come together to provide input on the presented product roadmap and highlighted features and functionality within the mortgage LOS. This consecutive 90-minute session will be in a roundtable setting offering customers the opportunity to share insights and learnings with one another as well as with MeridianLink staff.
You'll learn:
About the roadmap for each mortgage product
Insights and ideas from peer institutions on future product direction
F7: Utilize Customer and Member Data to Optimize Your Origination and Collection Decisioning
WHEN: 10:00am - 10:45am
PRESENTED BY: Vern Rollins Director, Predictive Analytics Practice Omar Shaikh VP, Decisioning & Data Sciences
TAGS:
MeridianLink Consulting
Custom scorecards are powerful tools to help optimize your decisioning, allowing you to approve more with fewer losses, and can be further enhanced through the data of existing consumers and members. The MeridianLink Consulting Team can enable your organization to develop an internally build a custom scorecard and implement it into your MeridianLink Consumer instance. Learn more about how you can have control and autonomy in defining the scorecard attributes while leveraging our expertise in implementing and monitoring the custom scorecard.
You'll learn:
The benefits and functions of custom scorecards
How custom scorecards are built and the data that is necessary
Success stories from lenders using custom scorecards
G7: Grow Your Deposits With MeridianLink Engage and MeridianLink Opening
WHEN: 10:00am - 10:45am
PRESENTED BY: Lauren Snow Director, Business Consulting Practice Joe Mearn Director, Product Management
TAGS:
MeridianLink Opening
MeridianLink Engage
In today's economy, it's more important than ever to have a data-driven strategy for deposit growth. Join us to learn how pairing MeridianLink Opening and MeridianLink Engage can give you an advantage over your competition with targeted, personalized communications and a frictionless consumer experience.
You'll learn:
How a streamlined account opening process increases acceptance rates and improves the consumer experience
How to use your data to build more targeted cross-sell and new consumer campaigns to decrease costs and improve ROI
How the integration between Engage and Opening create operational efficiencies for your institution
One of the long-standing and most recognized products of MeridianLink is MeridianLink Mortgage. This demo gives you a tour of its mortgage lending capabilities so you can see why it's the mortgage LOS for so many organizations.
You'll learn:
About the lending capabilities of MeridianLink Mortgage
Why Mortgage is the trusted LOS for so many organizations
A8: Q&A With The MeridianLink Account Executives and Customer Success Teams
WHEN: 11:00am - 11:45am
PRESENTED BY: Tim Bach VP, Sales John Utterback Director Of Customer Success Management
TAGS:
MeridianLink Opening
MeridianLink Portal
MeridianLink Consumer
During this popular session, the MeridianLink Account and Customer Success Teams will answer 20 of the most-asked questions received over the past year, providing insight into common (and not-so-common) inquires related to digital lending, account opening and funding. Join us to gain valuable information to help your organization thrive.
Banks and credit unions are often siloed when streamlining mortgage and consumer loans, potentially losing opportunities to cross-sell products and services without the right tools in place. In today’s marketplace, forward-thinking financial institutions are seeking a smarter way to attract borrowers and originate loans using powerful cross-sell and innovative debt consolidation capabilities. Join us to discover how you can help your accountholders access their best consumer and mortgage loan options in seconds—allowing you to make a positive impact on your bottom line.
You'll learn:
About the current economic trends impacting borrower decisions
Common barriers to loan entry and how to overcome them
Strategies to educate borrowers and lending teams today
Unique personalized services to create differentiation
C8: Ask the Experts: System Administrators Round Table (Repeated from Session C4)
WHEN: 11:00am - 11:45am
PRESENTED BY: David Mayer Senior Software Instructional Designer
TAGS:
MeridianLink Opening
MeridianLink Consumer
This session is one of the most requested of all Forum educational offerings. Forum attendees are surveyed prior to the event to come up with key questions about the usage of MeridianLink Consumer and Opening. MeridianLink staff experts answer as many of those questions as possible, using demos when necessary. This session is repeated in C4, however questions may differ in each session offering.
You'll learn:
Answers to a variety of questions about MeridianLink Consumer and MeridianLink Opening
How to solve problems you may have encountered or may encounter in the future
New techniques and best practices to employ when you return to work
D8: Desert Financial: Success With Admin Pro and Consulting
WHEN: 11:00am - 11:45am
PRESENTED BY: Mark Cauley Director, Product Management Kevin Chavez Lending System Architect Desert Financial Credit Union
TAGS:
MeridianLink DecisionLender
Join this session to hear directly from Desert Financial on how MeridianLink Consulting and Admin Pro has impacted their business. Learn how expert administrative support for DecisionLender through Admin Pro has helped them and many others with outsourcing system configuration and maintenance, reducing business continuity and loss of system knowledge risk, and eliminating workflow pain points in existing processes via advisory workshop calls.
You'll learn:
About expert DecisionLender system administration
About system configuration and maintenance
About workflow pain points and how to better streamline
E8: Roundtables: MerdianLink Mortgage and OpenClose Customer Perspectives Part 2 (continuation of E7)
WHEN: 11:00am - 11:45am
PRESENTED BY: David Wieczorek Director, Product Management
TAGS:
MeridianLink OpenClose
MeridianLink Mortgage
This concurrent session is designed for MeridianLink Mortgage customers and OpenClose LenderAssist customers to come together to provide input on the presented product roadmap and highlighted features and functionality within the mortgage LOS. This consecutive 90-minute session will be in a roundtable setting offering customers the opportunity to share insights and learnings with one another as well as with MeridianLink staff.
You'll learn:
About the roadmap for each mortgage product
Insights and ideas from peer institutions on future product direction
PRESENTED BY: Matt Smithson Director, Product Management
TAGS:
MeridianLink Collect
With delinquencies on the rise, it's important to have a collection strategy in place to maintain relationships with consumers and eliminate delinquent accounts. In this session, MeridianLink Collect will showcase—through strategy and data—how your investment in collection software can provide a return on your investment.
You'll learn:
How to develop a collection strategy to maintain relationships with consumers and reduce delinquent accounts
G8: Move More Loans from Approved to Funded through Automated Cross-sell Campaigns
WHEN: 11:00am - 11:45am
PRESENTED BY: Lauren Snow Director, Business Consulting Practice
TAGS:
MeridianLink Insight
MeridianLink Engage
Is your institution looking to fund more loans/open more accounts from your applicants? Learn how you can target missed opportunities with data-driven marketing campaigns leveraging data from ML Consumer and ML Opening to build target segments likely to act.
You'll learn:
How combining data from MeridianLink Insight and the marketing power of MeridianLink Engage can get your cross-sell campaigns into market quickly and efficiently
How MeridianLink's proven expertise can increase engagement from accountholders had approved applications but chose not to fund
Tips for becoming the primary FI for additional consumers
PRESENTED BY: Chris Dumas Director, MeridianLink Insight
TAGS:
MeridianLink Insight
Join Product Director, Chris Dumas, for a live, interactive demo to learn more about how MeridianLink Insight is helping financial institutions to make better and faster business decisions by leveraging big data technologies to instantaneously retrieve and visualize data from the MeridianLink platforms.
You'll learn:
How Insight helps organizations leverage data to make faster business decisions
How to quickly retrieve data from MeridianLink platforms
6:30am - 8:00am 
