Plaid salesforce integration: Bank Connect
Bank Connect, powered by Plaid, is an application that automates business workflow by connecting lenders and borrowers to make accurate loan decisions inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award recipient has developed this solution. The company provides various products, consulting, and advisory services to help businesses achieve their goals. Traditional approaches to reviewing bank account data are quickly becoming obsolete. Gathering a borrower’s financial information can be time-consuming and laborious for lenders. Manual techniques for verifying a borrower’s bank data may result in errors and undesirable outcomes throughout the bank verification process. Here’s where the native Salesforce app comes in handy! The income, transactions, assets, and prior amounts of a borrower can all be easily verified online. Lenders can quickly obtain borrowers’ financial information and make informed loan decisions by carefully visualizing their finances and studying their investing patterns. Bank data from any Salesforce custom or standard object is used to obtain transaction insights. It informs you about available funds before transferring, which helps you avoid overdrafts and NSF fees. The application’s user-friendly interface streamlines corporate processes by retrieving transaction history, account balances, and account holder information through an intuitive dashboard. This income verification application is free for 30 days on Salesforce AppExchange. If you have any queries, please email us at info@cloudmaveninc.com and follow us on LinkedIn and Twitter.
