Summer Road Trip Webinar Series

The MeridianLink Summer Road Trip Webinar Series ran from July thru September 2020. The series aimed to help participants plan for digital changes in 2021 and beyond. Five key topics were highlighted by industry experts and panelists.

  1. Components for a strong digital lending and account opening strategy
  2. Features and functionality 'must-haves' when investing in a new lending or account origination system from Cornerstone Advisors
  3. LendingQB Roundtable: sharing insights on the immediate impact in lending and compliance, as well as lessons learned during COVID-19
  4. Industry experts focus on insured lending, non-interest income programs, and insights within the next 12-18 months of vehicle lending
  5. Unveiling of the 2020 Digital Lending and Account Opening Survey Results from Jim Marous, Owner and CEO of The Digital Banking Report

Check out the series lineup below to view the webinar recordings. 

Blue-Digital Account Opening Lending Journey

July 22, 2020

11:00am - 11:45am PDT

Presented By

Brandon Sisola
Product Manager,  LoansPQ and XpressAccounts Group, MeridianLink

Paul Forrest
Vice President, Sales Engineering, MeridianLink

Our subject matter experts hiked through the components of a successful digital account opening and lending journey. All attendees received the Digital Account Opening and Lending Assessment Guide to see how their current program ranks. The webinar recording is available and can be viewed below after filling out the form.

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August 5, 2020

10:00am - 10:45am PDT

Moderated By
Sam Kilmer
Senior Director, Cornerstone Advisors 

Panelists
Chris Maloof
Chief Product Officer, MeridianLink

Michael Rempel
Consultant, Cornerstone Advisors

Our world has shifted over the past several months, as have the needs of banks, credit unions, and their customers. This webinar recording includes a discussion from independent consultants at Cornerstone Advisors and the Chief Product Officer at MeridianLink, who shared insights on the most common challenges and purchase drivers seen in banks and credit unions with selections of new consumer LOS and account opening systems. This content promises to have strategic and tactical learnings and takeaways.

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Blue-LQB whats next

August 13, 2020

11:00am - 11:45am PDT

Moderated By
Ian Goldsmith
Senior Vice President of Product, MeridianLink

Panelists
David Wieczorek
LendingQB Group Product Manager, MeridianLink

John Cosgrove

Product Compliance Analyst, MeridianLink

Toma Ghiran

Systems Administrator, FlexPoint Mortgage

Nick Santarelli
Vice President, Mid-Island Mortgage Corp

The LendingQB roundtable session brought together mortgage experts to present findings on the immediate impact in lending and compliance, as well as lessons learned during COVID-19.  This was an enlightening discussion on how to identify revenue opportunities, new trends that will drove innovation after the crisis, as well as emerging technology that impacted the economy in what we see as the ‘new normal.’

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Green-Auto Lending Open Highway or Detours Ahead

September 2, 2020

11:00am - 11:45am PST

Moderated By
Doug Glagola
Vice President of Strategic Development, MeridianLink

Panelists
Matt Roe
Chief Revenue Officer, Open Lending

Karim Habib
Vice President Customer Optimization, CUNA Mutual Group

Kimberlie Ballard
Assistant Vice President, Randolph Brooks Federal Credit Union

Anyone who is familiar with the automotive industry can attest it has been a rocky road for vehicle lending market shares—especially during these past six months. Volumes significantly dropped in the beginning of 2020, however, we’re now starting to see the industry bouncing back, and regaining traction. The questions we must ask ourselves are: how long will this uptick last, and is it considered sustainable?  A panel of industry experts focused on insured lending, non-interest income programs, and insights within the next 12-18 months of vehicle lending.

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Digital-Lending-Account-Opening-Survey-Results

September 16, 2020

11:00am - 11:45am PST

Presented By
Jim Marous
Owner and CEO of the Digital Banking Report

The 2020 Digital Lending and Account Opening Survey was sponsored for the third consecutive year by MeridianLink. 

Jim Marous, Owner and CEO of the Digital Banking Report shared the survey results and insights collected from over 400 respondents from various financial institutions during a MeridianLink hosted webinar on September 16, 2020.

Click below to receive the webinar recording and a FREE copy of the 2020 Digital Lending and Account Opening Review ($495 value).

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