Turbocharge Loan Growth, Invest in New Customer Relationships and Strengthen Ties to Current Customer

Using email, online surveys, automated voice calls and triggered responses, we’re following up on every opportunity and courting every lead with passion, persistence and focus.

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LoansPQ, Xpress and the ARB — The Perfect Fit

MeridianLink and DigitalMailer are joining forces to turbocharge loan growth, invest in new customer relationships and strengthen ties to current customers. Using email, online surveys, automated voice calls and triggered responses, we’re following up on every opportunity and courting every lead with passion, persistence and focus.

  • LOANSPQ
  • XPRESS ACCOUNT
  • ARB+

LoansPQ

Focus on online lending.

Gather Information

Send emails to borrowers that stop the process, or to those that need to supply additional information. Keep the trail from going cold by keeping the potential borrower focused on finishing their application.

Promotions and Cross-Sell

Guide your customers toward promotions that will help them get the most bang for their buck. Work in details about your own real estate or car sale services, or refer them to a partner.

Balance Transfer Offers

Promote balance transfer programs and increase the likelihood that borrowers move money to a new card. Helpful for customers with high-interest cards that are eager to make the switch.

Gather Feedback

Pinpoint areas of improvement on the heels of a funded-but-declined loan. Improve your team and your process with a few simple clicks from the customer.

XPress Accounts

Focusing on Online Account Opening

Onboarding Series

Automatically introduces your new customer to the value-add of your financial institution and its great products and services through branded email templates with links and images that are sent at scheduled intervals.

New Customer Feedback Survey

New account openings are the lifeblood of any financial institution. Thank new customers for their time while getting their feedback on the account opening process.

Cross-Sell Additional Products

Promote additional services to customers that have just signed up for a specific product. Include additional products related to the product they have (direct deposit for checking, check cards, overdraft protection, etc.).
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