Bank Connect, powered by Plaid, is an application that automates business workflow by providing bank-related functions like bank balance authentication, income verification, and bank data pulling. Cloud Maven, Inc. is Salesforce certified ISV Partner and has won the 2021 Salesforce Partner Innovation Award. It provides instant bank authentication, income verification and pulls bank data from any Salesforce custom or standard object. The transaction insights are obtained to understand and analyze the borrower’s banking details and verify the account holder’s identity information. The lenders get easy access to borrower’s financial details by checking their transaction history, balances, assets, etc. and make a relevant decision for loan approval. It helps in understanding the user’s investments and visualizing their finances systematically. All the demographics of the bank account related to balances and transactions are displayed through an intuitive dashboard with every bit of information, making it easier and simpler for any user to understand and read it. Reduction in NSF fees and overdrafts helps in improving the account holder position. It is available on Salesforce AppExchange, with a free 30-day trial period. For any queries, please contact: info@cloudmaveninc.com
BANK CONNECT
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BANK CONNECT

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