Robert Evans's profile

PLAID INTEGRATION APPLICATION

Bank Connect, powered by Plaid, is an application that automates business workflow by forming the link between lenders and borrowers for performing informed loan decisions inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award winner has developed this application. One of the most important features of the bank verification process is when a lender must make specific decisions about the loan lending to a borrower. Traditional methods of checking a potential borrower's bank information can be time-consuming and are subject to mistakes. This could result in manual intervention errors, delaying banking processes. All concerns are resolved at such a critical moment with this native Salesforce solution! By preventing mistakes, delays, and other inconveniences, analyzing a borrower's bank information aids lenders in making loan decisions. A simple dashboard showing historical balances, assets, transaction history, etc., is available, making it easier for lenders to evaluate borrowers' banking information like investments and finances. By looking at the transaction history, it quickly obtains financial statistics from any standard or custom object in Salesforce. This income verification solution offers a seamless user experience for all kinds of accounts including international accounts. This solution is available on Salesforce AppExchange for a free 30-day trial. Please email info@cloudmaveninc.com if you have any queries, and you can find out more about the products by following on LinkedIn, Twitter, and YouTube.
PLAID INTEGRATION APPLICATION
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PLAID INTEGRATION APPLICATION

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