October 23, 2025
Meridian Taps Conquest To Scale Advice
Meridian is turning Conquest’s AI planner into the front door for member advice. That can lift engagement and product depth, if integration and incentives land. On October 21, 2025 Meridian unveiled OnYourWay, a planning experience that embeds Conquest and Personetics inside mobile and branch workflows, not a sidecar app. The move leans on Meridian’s size as Ontario’s largest credit union and Canada’s second largest, a base that gives distribution and immediate data exhaust to train the looped experience. Wire Up The Funnel The bet is simple. Put planning at the top of every session, then route members to actions, products,
