SWBC Enhances Integration with MeridianLink®


SAN ANTONIO, TX (March 29, 2023) – SWBC is pleased to announce an additional integration with MeridianLinkÒ, a leading provider of modern software platforms for financial institutions and consumer reporting agencies. The partnership integrates SWBC’s insurance tracking offering into MeridianLink Collect, allowing customers to authenticate via single sign-on (SSO) and view all insurance tracking information for the selected member’s loan without leaving the MeridianLink application.  

Institutions benefit from the convenience of accessing insurance information directly through the system and eliminate time spent maneuvering between multiple screens and programs. All the necessary tools to manage insurance tracking efforts are within MeridianLink Collect. Key features include access to insurance tracking and policy details, creating and tracking claims, the ability to quote premiums and refunds for collateral protection polices and submit updated insurance status via the integration.

“SWBC is excited to introduce this integration with a respected partner in the industry. This reduces the administrative burden for the client, making it easier to utilize our AutoPilot program within MeridianLink Collect,” said Wanita Kaupert, Executive Vice President, Product Management. “MeridianLink is a respected partner in the industry, and we’re excited to announce this collaboration and further expansion of our partnership.”

“At MeridianLink, we put customers first, and that’s why we partner with leaders like SWBC to offer our customers even more value through our Partner Marketplace,” said Megan Pulliam, SVP of Partnerships at MeridianLink. “This long-standing partnership now provides even deeper value through easily configurable insurance tracking solutions, and we are thankful to expand our work with SWBC.”

About SWBC
As a diversified financial services company, SWBC provides financial institutions, businesses, and individuals a wide range of services, including insurance, mortgages, wealth management, employee benefits, and more. Headquartered in San Antonio, Texas, SWBC has partners and divisions across all 50 states and manages business around the world. No matter how wide its reach, SWBC always listens to its customers’ needs, analyzes their current situations, and recommends customized solutions. For more information about our innovative approach to personalized service, visit SWBC’s website at swbc.com.

About MeridianLink

MeridianLink® (NYSE: MLNK) is a leading provider of cloud-based software solutions for financial institutions, including banks, credit unions, mortgage lenders, specialty lending providers, and consumer reporting agencies. Headquartered in Costa Mesa, California, MeridianLink provides services to more than 1,900 customers, including a majority of the financial institutions on Forbes’ 2021 lists of America’s Best Credit Unions and Banks. Further information can be found at meridianlink.com.

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