Plaid connect to bank
Bank Connect, powered by Plaid, is an application that automates the business workflow by bringing lenders and borrowers together to perform loan-related tasks. As a Salesforce Partner Innovation Award winner and a Salesforce certified ISV Partner, Cloud Maven, Inc. has developed this app. Some lenders may be unable to verify borrowers’ identities using traditional methods. Traditional methods of verifying a potential borrower’s bank data are error-prone, and data collection becomes inconvenient. This Salesforce-native solution eliminates any issues at such a critical time! It assists lenders by confirming and thoroughly reviewing a potential borrower’s financial information to avoid delays or discrepancies. The data from the bank is displayed on a customizable dashboard, including historical balances, assets, transaction histories, and other information. The system is also automated, ensuring the application runs smoothly and error-free. The app visualizes and analyses a user’s money and assets, providing real-time bank data from any standard or custom Salesforce object. It lowers NSF and overdraft fees, allowing customers to double-check their available funds before transferring funds. This income verification solution is available on Salesforce AppExchange, for a free 30-day trial period. Please get in touch with info@cloudmaveninc.com and follow us on LinkedIn, Twitter, and YouTube to learn more about new products.
