MeridianLink is a leading digital lending platform that helps financial institutions streamline account opening, mortgage, consumer lending, HELOC, and credit card workflows within a single connected experience. By combining intelligent automation, AI-powered insights, and deep industry expertise, MeridianLink enables banks and credit unions to deliver faster decisions, strengthen customer relationships, and scale growth without sacrificing personalized service. In this episode, we speak with Wes Zauner, VP of Product at @MeridianLinkUS. We discuss the challenges and innovations in digital lending and account opening for financial institutions. Wes explains how MeridianLink’s platform unifies fragmented banking processes into a seamless experience, enhancing efficiency and customer satisfaction. We delve into the importance of automation, AI, and integrations in modernizing banking services, while addressing security and fraud concerns. The conversation highlights the company’s commitment to innovation and its role in helping institutions adapt to a digital-first world.

Filevine is an AI-native legal operations platform that unifies case data, documents, workflows, and teams into a single source of truth, empowering legal professionals with intelligent, context-aware insights. Powered by its Legal Operating Intelligence System (LOIS), Filevine helps law firms, enterprises, and government agencies automate work, verify facts, streamline legal processes, and drive better outcomes through agentic AI. In this episode, we speak with Keegan Chapman, the Chief Growth Officer of @filevine, a legal technology company. The discussion centers around Filevine’s transition from a case management platform to a comprehensive legal AI platform. Keegan explains how Filevine integrates AI into every aspect of legal workflows, emphasizing the importance of context and data to provide better outcomes for legal professionals. The conversation highlights the challenges and opportunities of using AI in the legal industry, focusing on trust, reliability, and the orchestration of AI to enhance efficiency and decision-making. Keegan also shares insights into Filevine’s strategy for serving a diverse range of clients, from small firms to large government agencies, and the importance of security and customization in their platform.

RegDesk is an intelligent Regulatory Information Management (RIM) platform purpose-built for medical device manufacturers to streamline global compliance, automate submissions, and stay ahead of evolving regulations. By combining live regulatory intelligence, AI-powered workflows, and end-to-end tracking in a single platform, RegDesk helps regulatory teams reduce risk, accelerate approvals, and operate with greater efficiency and confidence. In this episode, we speak with Priya Bhutani, founder and CEO of RegDesk, an AI-powered regulatory information management platform for the medical device industry. We discuss the complexities of global regulatory compliance, the challenges faced by regulatory teams, and how RegDesk’s platform leverages AI to streamline the process. Priya shares insights into the importance of integrating technology in regulatory affairs and the future role of AI in transforming these processes. The conversation highlights the shift towards more strategic roles for regulatory teams and the necessity of adopting AI to stay competitive.