Bank Connect, powered by Plaid, is an application that automates the business workflow by linking the lenders and borrowers for carrying out loan-related functions. Cloud Maven, Inc. is a Salesforce certified ISV Partner and has won the 2021 Salesforce Partner Innovation Award. It obtains transaction insights from any Salesforce custom or standard object. The lenders verify the borrower’s banking details like transactions, assets, etc., and decide accordingly for approving a loan to them. The balances, investments, and finances are some of the financial details that the lenders observe properly. They understand borrower’s investments by fetching account holder data and getting hold of transaction insights. The lenders check the borrower’s consolidated bank data summary from their bank account to visualize the finances. The account pre-funding is enabled for getting information related to borrower’s balance insights. Another parameter that helps check available funds within the bank account before making any transfers is the reduction in overdrafts and NSF fees. It displays all the information through an intuitive dashboard with details, balance history, and assets. This application is available on Salesforce AppExchange, with a free 30-day trial period. For more information, please contact: info@cloudmaveninc.com