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PLAID BANKING APP

Bank Connect, powered by Plaid, is an advanced bank verification application that automates business workflow by authenticating bank account transactions, historical balances, income, assets, etc., inside Salesforce. Cloud Maven, Inc., a Salesforce Certified ISV Partner and the 2021 Salesforce Partner Innovation Award recipient, has developed this app. The underwriting procedure for home loans is labor and paper-intensive, requiring numerous assessment rounds. It can be challenging for loan processors to compile the borrower's data, and do evaluations quickly and efficiently. To simplify the lending process, this solution connects lenders with borrowers seeking home loans for lenders to make informed lending decisions. They can instantly verify a potential borrower's banking details like investments, finances, balances, etc. The lenders can easily understand the borrower's investment patterns and visualize their finances. Also, the lenders can obtain the required banking data from any Salesforce object and review their transaction details with all history, including merchant name, category, and location. The application supports payments on all types of accounts and makes the account onboarding process fast. Automation avoids any inaccuracy, inconvenience, and delays in banking activities. This income verification solution is available on Salesforce AppExchange for a free 30-day trial. Send an email at info@cloudmaveninc.com with any queries. Follow Cloud Maven, Inc. on LinkedIn, Twitter, and YouTube to know about more products.
PLAID BANKING APP
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PLAID BANKING APP

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