MeridianLink Automated CD Maturity Reminders
Every morning, WebRun opens MeridianLink and identifies certificates of deposit maturing within the next 14 days, logs each to a Google Sheet maturity calendar with member details and current rate, and queues a renewal-options notice in Mailchimp for each member, held as a draft until your retail team approves and sends.
How can a credit union automatically remind members about maturing CDs before auto-renewal?
WebRun checks MeridianLink every morning for certificates of deposit maturing within 14 days, logs each to a Google Sheet maturity calendar with member details and current rates, and queues a personalized renewal-options notice in Mailchimp as a draft for staff review. No notice reaches a member without human approval.
- Members receive timely CD renewal notices before the auto-renewal window closes
- The maturity calendar in Google Sheets is updated every morning without manual data entry
- No renewal notice goes to a member without staff review and personalisation
Built for credit union retail banking teams · deposit operations staff · member relationship managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.meridianlink.comin a real browser with your saved login - no setup, no API keys. -
1
MeridianLink - find CDs maturing within 14 days
meridianlink.com
WebRun opens MeridianLink to find CDs maturing within 14 days. - Open MeridianLink and navigate to deposit account management
- Filter certificates of deposit to those with a maturity date within the next 14 days
- Capture member name, account number, balance, current rate, maturity date, and auto-renewal term for each
- Skip any certificate where the member has already contacted the branch about renewal
Done when All CDs maturing within 14 days are listed with full member and rate details.
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2
Google Sheets - log maturity calendar with rates
google.com
WebRun opens Google Sheets to log maturity calendar with rates. - Open the CD maturity calendar Google Sheet
- Add a new row for each maturing certificate with member details, balance, maturity date, and current rate
- Mark any certificate already on the sheet as confirmed if it was not already logged
- Sort rows by maturity date ascending so the soonest maturities appear first
Done when The maturity calendar sheet is updated with every CD due in the next 14 days.
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3
Mailchimp - queue renewal-options notice drafts
mailchimp.com
WebRun opens Mailchimp to queue renewal-options notice drafts. - Create a draft Mailchimp email for each member with their specific maturity date, balance, and current renewal rate
- Include a link to the current CD rate sheet and a prompt to call or visit a branch
- Save every email as a draft and do not schedule or send without staff approval
- Flag drafts for new members or balances over the threshold set by your team
Done when A Mailchimp draft notice exists for every member with a CD maturing within 14 days.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it send renewal notices to members without staff approval?
No. Every Mailchimp notice is saved as a draft. Staff review and approve each one before it is sent to a member, keeping the communication personal and accurate.
What if the member already called in about their CD?
WebRun skips any account flagged in MeridianLink as already contacted, so members do not receive duplicate outreach from both the branch and the automated notice.
Can it track which notices were sent and which CDs actually renewed?
Yes. The Google Sheet maturity calendar can be updated with a sent date and renewal outcome each time staff take action, giving you a complete renewal tracking log.
Related templates
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