Your firm's memory is already in Outlook. Meridian automatically captures and tags emails, calls, contacts, and meetings, turning every memory into a compounding data asset.
Every deal conversation, banker introduction, and founder meeting already exists somewhere across the firm's inboxes and calendars. That history is your most valuable asset.
Meridian's Outlook Sync captures that activity and automatically structures it in the CRM. No copy-pasting or manual logging required.
Proprietary edge is built on relationships, and relationships only compound if every touchpoint is tracked.
Every interaction is captured right away, without manual logging.
Noise is filtered out based on the firm’s chosen settings.
