Plaid salesforce integration: Bank Connect
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. A lender must make specific lending decisions to provide a loan to a potential borrower. One of the most important factors is the bank verification process. Traditional methods of verifying a potential borrower’s bank information frequently result in errors and inconvenient situations while gathering their banking information. This could result in errors due to manual intervention, causing banking activities to be delayed. This native Salesforce solution resolves all issues at such a critical time! Avoiding any delay, inconvenience, or error when evaluating a borrower’s bank data assists lenders in making sound loan decisions. A simple dashboard is used to display bank data for better understanding. Lenders can better understand banking data such as investments and finances.
Furthermore, the system becomes automated, resulting in error-free and effective application performance. The application accepts international bank accounts and automates bank verification. Banking information can be obtained easily from any Salesforce standard or custom object. The Plaid Salesforce integration is available on Salesforce AppExchange, for a free 30-day trial period. Please contact info@cloudmaveninc.com and follow on LinkedIn, Twitter, and YouTube to learn more about new products.
