Bank Connect, powered by Plaid, is an application that automates the business workflow by connecting lenders and borrowers for carrying out loan-related work inside Salesforce. Cloud Maven, Inc., a Salesforce certified ISV Partner and the 2021 Salesforce Partner Innovation Award winner, has built this application. It checks bank account transactions, historical balances, assets, etc. The account onboarding process is quick, and all account types support ongoing payments. It verifies the transaction history and retrieves account holder information by carefully visualizing the user's finances. A consolidated bank data summary from the user's bank account is used to understand the user's investments. By gathering information about the user's balances, it enables account pre-funding. Overdraft and NSF fees are reduced to provide a more accurate picture of available funds before making any transactions. It provides transaction data like the merchant's name, category, and location. To avail a free 30-day trial period, this application is available on Salesforce AppExchange. Do follow us on LinkedIn and Twitter and for more information, contact: info@cloudmaveninc.com