MeridianLink Salesforce Integration
Level up your deposit and loan application systems with Silverline and create better employee and client experiences
MeridianLink provides loan and mortgage origination software for lenders. With a MeridianLink Salesforce integration, financial institutions can establish a true customer/member 360 data model by aligning in-process loans and accounts in Salesforce.
Benefits of integrating MeridianLink with Salesforce
360-degree view
Centralize and display client information so employees are able to see any accounts, loan applications, and loan status within a holistic client view.
Unify data to provide a consistent customer/member experience.
Streamline account opening and lending processes
Easily create new member and loan applications in Salesforce and automatically transfer to MeridianLink.
View opportunity data like credit reports pulled from bureaus for new applications and opportunity stage updates.
Improve insights and increase revenue
Increase automated reporting and leverage data to fuel marketing and communication opportunities.
Get insight on cross-sell offers for existing loans at the right moment.
Service Innovations to Create Customers for Life in Retail Banking
There’s a new baseline for the customer experience in banking. People expect more channels, more capabilities, and things to move at a faster pace. Improving customer service is key, as it has been for a while. If your firm doesn’t have the right platform to help meet new expectations, it’s time to implement a change. It’s time to introduce a platform that goes beyond traditional customer service.
Learn more in the Service Innovations to Create Customers for Life in Retail Banking eBook.
Why Choose Silverline?
Silverline is a Salesforce consulting partner with over a decade of experience serving financial services organizations, including banking and lending, insurance, wealth management, and capital markets firms. Our consultants specialize in these verticals and often come with first-hand experience in these industries.
We’ve integrated MeridianLink and Salesforce before and would love to integrate them for you, too. With our combined industry and technical expertise, we can deliver a solution that fits industry best practices and meets your unique needs.
We’re ready to help
Learn more about how Silverline can help you integrate MeridianLink and Salesforce.