Bank Connect, powered by Plaid, is an application that automates the business workflow by forming a network between lenders and borrowers for loan purposes.  Cloud Maven, Inc. developed this application and has received the 2021 Salesforce Partner innovation Award and a certified Salesforce ISV Partner. It pulls bank data from any Salesforce custom or standard object, verifies income, and authenticates bank transactions, assets, balances, etc. It automates the process with existing solutions and supports Plaid payments. The reporting metrics give clarity of recent borrower behavior and reviews transaction details for making informed loan decisions. It provides identity verification, account information, account balances, historical transactions and authenticates the borrower. This app allows seamless customer experience through API with all the detailed information present in an intuitive dashboard. According to lender’s branding, user’s experience can be easily customized. It provides a snapshot of user’s finances by fetching consolidated bank data summary from user’s bank data. It has profit improvement without any delay, frauds and risk in loans. With a free 30-day trial period, this app is available on Salesforce AppExchange. Do follow us on Twitter and LinkedIn and for any details, contact: info@cloudmaven
BANK CONNECT
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BANK CONNECT

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