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Buyer's Guide

Online Account Opening

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Doxim Inc. MeridianLink, Inc.

Bottomline Technologies

204 Westminster St | Providence, RI 02903

Phone: 4016217900 | Fax: 4017514534

Service Areas: Online Account Opening

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Connect Financial Software Solutions

1333 East 9400 South, Suite 250 | Sandy, UT 84093

Kelly Warfel
VP of Sales & Marketing

Phone: 8013279700

Service Areas: Mobile Banking, Online Account Opening, Online Banking

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CRI Solutions, Inc.

6671-H Santa Barbara Rd | Elkridge, MD 21075

Jennifer Simon
VP of Sales & Account Management

Phone: 410-796-0908 | Fax: 410-964-9693

Service Areas: Employee Benefits & Compensation, Gap Insurance, Member Insurance, Online Account Opening, Online Loan Applications

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Doxim Inc.

1380 Rodick Road, Suite 102 | Markham L3R4G-5

Angie Langill
Director, Marketing Operation

Fax: 9054759819

Service Areas: eStatements, Online Account Opening, CRM/MRM

Doxim is the member communications management and engagement technology leader serving credit unions, providing omnichannel document solutions and transforming experiences to strengthen engagement throughout the entire lifecycle. The Doxim Platform helps clients communicate reliably and effectively, improve cross-sell and upsell opportunities, and drive increased loyalty and wallet share through personalized communications. The platform addresses key digitization, operational efficiency, and member experience challenges through our suite of plug-and-play, integrated, SaaS software and technology solutions.

  • Visit to learn more about best-in-class statement and member communication solutions that help credit unions save costs, manage white space, include marketing messages in statements, and much more.

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Gro Solutions

11175 Cicero Drive Suite 100 | Alpharetta, GA 30022

Paul Mackowick
Chief Revenue Officer

Phone: 4045072469

Service Areas: Mobile & Online Services, Online Account Opening, Online Loan Applications

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MeridianLink, Inc.

1600 Sunflower Ave. #200 | Costa Mesa, CA 92626

Bob Neeser
Senior Vice President, Inside Sales

Phone: 7147066950 | Fax: 7147086956

Service Areas: Loan Originations Systems, Online Account Opening, Online Banking

MeridianLink, Inc., developer of the industry’s first and leading multi-channel account opening and loan origination platform, has been a trusted provider of financial enterprise business solutions since 1998. Winner of Octane's 2020 "Best Technology Company Leadership Team” MeridianLink connectsover 1,400 clients and their customers to better financial experiences—through proven efficiencies, solutions, and technology

  • MeridianLink’s Vision: transform financial services technology for the better.
  • MeridianLink’s Mission:to democratize financial services technology and data so our clients can focus on what’s truly important: their employees, customers, members, and communities.

Further information can be found at

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Original Tech, Inc.

399 Fremont Street | San Francisco, CA 94105

Heang Chan
Chief Executive Office, Co-Founder

Phone: 415-444-6784

Service Areas: Mobile & Online Services, Online Account Opening, Online Loan Applications

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Plastyc Inc., d.b.a. Banking Up

15 Broad Street Suite 912 | New York, NY 10005

Carles Guillot

Phone: 646-485-5267 | Fax: 718-228-8178

Service Areas: Card Portfolio Management, Mobile Banking, Online Account Opening, Online Banking, Website Services

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1203 Carter Street | Chattanooga, TN 37402

Emily Young
Marketing & Communications Specialist

Phone: 877-890-5350

Service Areas: Loan Originations Systems, Online Account Opening, Online Fraud/Security, Online Loan Applications, Website Services

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