Question: Can you recommend a digital sales guidance system for banks and credit unions to improve loan origination and account opening?

For banks and credit unions seeking to optimize loan origination and account opening, Alpharank is a top choice. This no-code e-branch sales guidance system is designed to seamlessly integrate with existing workflows to offer visibility into the entire funnel and data-driven guidance based on 3 billion transactions. Alpharank can help reduce funnel abandonment, improve lead quality and increase dollar production. It also offers a 90-day no-risk guarantee and a 30-day free trial, with reported results including an 80% year-over-year increase in funded accounts and loans.

Another top option is MeridianLink, which offers a full suite of digital lending solutions. This platform includes a Loan Origination System (LOS), Mortgage LOS, Deposit Account Opening, and data-driven lending decision tools. MeridianLink supports a wide range of financial products and is designed to increase revenue while decreasing operational costs. It also includes a Marketplace for easy integration with external partners and a Learning Center with educational resources.

Addy is an AI-powered tool designed to help lenders and businesses automate loan origination and email management. It offers customizable AI models for 24/7 loan application screening and automated lead qualification. Addy also integrates with social media, email and websites, and includes a powerful email management system that can draft, summarize and prioritize inboxes instantly. This service is great for lending companies looking to cut email management time and improve workflow efficiency.

For a more omnichannel approach, check out Glia, an interaction platform that combines human, AI, voice and digital interactions to improve customer experiences. It includes CoBrowsing for guided website experiences, virtual assistants for customer support, and integrations with online and mobile banking partners. Glia optimizes KPIs and improves customer satisfaction and operational efficiency, making it a good fit for banks and credit unions looking to improve customer engagement and conversion rates.