17 ans à aider les entreprises canadiennes
à choisir le meilleur logiciel
MeridianLink Opening
Description de MeridianLink Opening
Une technologie et des services pour réduire les coûts et améliorer la rentabilité. La solution permet chaque jour aux institutions financières et aux consommateurs d'améliorer leur efficacité et de maximiser les expériences de prêt et de services financiers. Optimisez l'efficacité et améliorez l'expérience client, grâce à une suite de solutions de prêt et d'analytique numériques. Y compris la création, l'analytique, le consulting, etc. Découvrez pourquoi 68 des 100 plus grands organismes de crédit font confiance à MeridianLink.
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Non fourni par l'éditeur
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XpressAccounts Review
Commentaires : Overall, my experience with XpressAccounts has been very easy. Its simple, to the point and you really just need to follow the prompts throughout the application in order to successfully complete an application!
Avantages :
XpressAccounts is very easy to use - and setup in a way that is also very easy for the user to accomplish the setup of a new application. I also love that the third party products are integrated and auto-archive into letters/docs for the user, so it eliminates the need to manually download reports and upload into the file.
Inconvénients :
The only thing that I feel could improve, is putting the "create account" button sooner in the application - before you perform the "letters/docs" item. Because you need to create the account number before you generate documents that include the account number, so that seems to be backwards on the application workflow.
GREAT CUSTOMER SUPPORT
Commentaires : I would have to say that my overall experience with this software has been great. I really depend on the XpressAccounts Apps to get my work done and I also find that when I need to make changes to existing forms or add new forms, the turnaround time has been unbelievable. Everyone that I have worked with has been so helpful and friendly that it makes the entire process completely stress free.
Avantages :
This software is easy to integrate into our other working systems. It is very user friendly and I think that it was designed with people who are not so computer savvy in mind. The steps are easy to follow and the set up is great.
Inconvénients :
I cannot think about anything that I do not like about this software. I have not run into any issue with it in all of the years that I've been using it.
Simple but powerful
Commentaires : It has been a good partnership and we enjoy how easy it is to work with ML on any of our needs.
Avantages :
I like how it is becoming user first oriented with Application Portal being mobile first. Also how the system is constantly being updated to new standards without us having to invest additional time and money for many of them.
Inconvénients :
I do wish that more of the backend setting were more granular so we could set more conditions for unique situations. Also would like to see more of the application fields to be in advantage conditions. Such as fields related to foreign individuals
Xpress Accounts Review
Commentaires : bridging the gap between online applications and our core system
Avantages :
I like the flow of opening a new account. We are newer to using the software but once you have processed a few it gets easier and easier. I also like the look and feel of the online application and the ease of working with it once it is submitted.
Inconvénients :
It was a little cumbersome building all if the products into the system....but I would assume any new build would take ample time.
MeridianLink XA Review
Commentaires : Even though implementation is hard, because you get an empty box and need to fill it in yourself by inputting all configs manually, the MeridianLink Software Development Consultants do a great job assisting you with all the aspects. All SDCs that we worked with were superb.
Avantages :
Online Application Portal that comes with it.
Inconvénients :
Not too easy to implement unless you have a dedicated technical team internally which we lack.
