Your core banking system knows every transaction. Meridian turns that knowledge into understanding, so your people no longer have to guess what each customer needs next.
Meridian brings customer data from your core banking system together with relationship history, communications and life events, in a single view. It highlights the moments that matter, and suggests the next best action for each customer, so relationship managers, branch and contact-centre teams can act with confidence.
No more guessing. A suggested decision, every time.
For every customer, Meridian brings together what you know and suggests the most relevant next step: an offer, a conversation, or a timely check-in. Your people stay in control of every decision.
Invite to a savings and investment review with their relationship manager.
Based on product holdings, recent events and contact history.Everything you know about a customer, in one place.
360° Customer View
Accounts, products, relationships and history together in a single view.
Product Offering
See what each customer holds, and which products suit them next.
CRM
Customer records, leads, opportunities and service requests, managed in one system.
Relationship Management
Portfolios, relationship managers and household links, kept up to date.
Insights
Trends and signals across customers and portfolios, ready for action.
Communication Logging
Calls, visits, emails and messages recorded against each customer.
Moments & Events
Life events and key moments surfaced at the right time.
Digital Presence
How each customer engages across your digital channels.
Next Best Action
A suggested decision for each customer, so no one has to guess.
Frequently asked.
Does Meridian replace our core banking system?
No. Meridian sits on top of your core banking system and works alongside it, turning the data you already hold into a complete customer view.
Who in the bank uses Meridian?
Relationship managers, branch and contact-centre teams, product teams and management: anyone who serves customers or needs to understand them.
Does Meridian make decisions automatically?
Meridian suggests the next best action. Your people decide whether and how to act, and every interaction is logged.
How does Meridian connect to our systems?
Meridian integrates with your core banking system and channels through standard interfaces. We confirm the approach for your systems during the assessment stage.
Request a Meridian demonstration.
See how Meridian would give your teams a complete view of every customer.
Request a demo