MeridianLink Opening
MeridianLink® Opening is a digital account opening platform designed to help financial institutions modernize onboarding for deposit products including checking, savings, CDs, and more. Built with a mobile‑first architecture, the solution combines automated workflows, advanced fraud protection, and real‑time decisioning to reduce friction, improve completion rates, and minimize operational overhead.
Adaptive forms, intuitive navigation, save‑and‑resume functionality, and progress indicators support completion across devices and channels. Automated identity verification, fraud screening, and risk scoring operate in the background to balance speed with security. Instant decisioning accelerates approvals, while immediate funding enables rapid account activation to meet user expectations.
Built‑in compliance workflows support BO, CIP, KYC, AML, FinCEN, and OFAC requirements with audit tracking and encryption. In‑application cross‑sell uses real‑time credit and application data to present relevant offers mid‑flow. Automated verifications and document handling reduce manual work, while streamlined workflows hide unused fields and condense steps to improve usability.
Direct integration with core banking systems eliminates duplicate entry and enables secure, paperless account setup. With configurable workflows and real‑time sync, MeridianLink Opening supports scalable, compliant, and efficient digital onboarding.
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ClickLearn
ClickLearn simplifies complex business processes using popular software. You can create multi-format learning materials in any language and publish them to a 24/7 learning portal with just one click. A video walkthrough of the process, with narration in your preferred language. Put your learning to the test. This interactive simulation of your workplace allows you to test your knowledge without any hints. Interactive simulation of your workplace environment that guides you through the process. This guide is step-by-step. ClickLearn wrote this guide with perfectly cropped screenshots. ClickLearn Assist can be your go-to helper when you are stuck, need process help, or want to try a new process in the live system. You don't have to worry about making another mistake. All your learning materials can be auto-translated with a click of a button
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BrainStorm QuickHelp
Equip your team with the only learning platform that’s purpose-built for software adoption. Accelerate onboarding, reduce support, deepen engagement, and grow usage.
Whether you’re a Solution Provider onboarding new clients, an IT team needing a more scalable way to manage end-user training, or an L&D team focused on onboarding employees to the company tech stack, BrainStorm will make your results better.
Activate un-engaged users – BrainStorm is the only learning platform that proactively targets licensed users who haven’t logged in yet. When you convert dark users, your usage impact moves from incremental to exponential.
Accelerate adoption – Don’t just teach users how, teach them when and why to use features and applications. BrainStorm is built to automate training that gets people to change the way they work.
Course authoring: Upload and assemble your learning assets into BrainStorm Flows™, adaptive workflows that deliver relevant, timely learning to every learner.
Role-based learning: Custom-content flows organized by groups ensure the right content is teed up for the right audience.
Targeted communications: Attract and activate unengaged learners through timely communications.
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FlowShare
FlowShare runs in the background, records every step you take in any software, then delivers a detailed guide on how to complete your task. You can focus on what really matters instead of wasting time with documentation.
And get your staff trained in on complex tasks and processes in hours, instead of days or weeks.
You get easy to distribute accurate information with all of your guides looking great - no matter who creates them!
FlowShare AI-Powered assistant provides 24/7 instant help, ready to guide your end-users through troubleshooting and problem-solving independently.
FlowShare Portal provides a Central Knwoledge Hub, making the solutions and step-by-step guides readily accessible, fostering an environment of continuous learning and collaboration.
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