Bank Connect, powered by Plaid, is an application that automates business workflow, supporting lenders and borrowers in performing loan-related work inside Salesforce. Cloud Maven, Inc., the 2021 Salesforce Partner Innovation Award winner and a certified Salesforce ISV Partner, have developed this solution. Lenders evaluate a potential borrower's financial information and assist them in making decisions connected to the loan approval procedure. It verifies income, authenticates bank account transaction history, and extracts bank data from any Salesforce standard or custom item. Plaid integration includes authentication, transactions, balances, assets, income, and investments, among other things. All the facts are available in a report format, together with transaction insights for attentive data monitoring via an intuitive dashboard. The lenders can see the user's money and understand their investments, which helps the borrower strengthen their Salesforce account holder identification. Account pre-funding can be simply enabled with a thorough analysis of the report and a quick insight into the borrower's balances. It guards against overdrafts and non-sufficient money fees by providing total visibility into available funds before any transfers. This income verification app is free for 30 days on the Salesforce AppExchange. If you have any further questions, please contact us at and follow us on LinkedIn and Twitter.

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