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MortgagePoint » Your Trusted Source for Mortgage Banking and Servicing News 8 December 2025 M T E C H M T E C H "We're excited to expand our long-standing partnership with First American Data & Analytics," said JP Kelly, SVP of mortgage for Meridi- anLink. "The integration with their RegsData compliance solution provides MeridianLink lenders with seamless, one-click access to compliance mon- itoring to help ensure all loans meet regulatory and investor requirements before closing. We're adding value for our MeridianLink Mortgage customers by supporting faster, more confident loan closings, and we're expanding our MeridianLink Marketplace with solu- tions that drive origination efficiency and compliance." MERIDIAN PARTNERS WITH PERSONETICS FOR AI MONEY TOOLS M eridian Credit Union has teamed up with Personetics in order to provide members greater confidence in handling their finances in a difficult economic climate. The partnership intends to incorporate intelligent insights and customized financial tools into Meridian's improved advisory experience, OnYourWay. Offering daily banking, mortgag- es, savings, investments, and credit solutions, Meridian manages lending and banking services for individuals and small businesses. "Consumers—especially younger generations—expect their financial in- stitutions to be active partners in helping them manage their money," said Udi Ziv, CEO of Personetics. "Meridian shares our vision of democratizing financial well- ness, and we're proud to collaborate with them to deliver meaningful, personalized value to every Member." Personetics specializes in AI-pow- ered banking products that offer con- textual financial advice, personalized suggestions, and predictive analysis. Financial institutions all over the world use its cognitive banking software to provide proactive, data-driven customer engagement. According to research cited by the credit union, 84% of customers would think about changing banks in order to get access to customized financial tools, indicating a growing need for sophisti- cated digital banking features. The new experience is currently operational and provides a desktop and mobile interface. The platform provides actionable insights, tailored offers, proactive alerts, and budgeting tools using improved data and AI. Ad- ditionally, small business owners have access to a specific feature set that helps with financial planning and spending tracking. One of the first organizations to use Personetics' next-generation UI/ UX platform, which offers a consistent experience across channels, is Meridian. "Supporting the financial wellness of our Members is at the heart of Meridian's mission, and this is reflected in the new, enhanced OnYourWay experience," said Matthew Seagrim, Chief Digital and Mar- keting Officer at Meridian Credit Union. "By partnering with Personetics, we're arming our Members with human-cen- tered digital tools to make better financial decisions, while providing a seamless digital experience in line with what they've come to expect in their daily lives. Ultimately, this enhanced banking expe- rience will help us cultivate even stronger, more enduring relationships." "Consumers— especially younger generations— expect their financial institutions to be active partners in helping them manage their money." —Udi Ziv, CEO, Personetics