Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Access real-time banking data for verification purposes and enhance your credit decision-making with the user-friendly interface of Cloudsquare BankLink. This risk analysis tool seamlessly connects Salesforce with Plaid, a highly secure and customer-centric financial account verification platform. Conduct cash flow analyses with ease and make quicker, more informed credit decisions. Automate your entire underwriting process to eliminate slow, outdated bank account verification methods. Instead, offer merchants a straightforward and secure means of sharing sensitive banking information. By linking to Plaid's products for transactions and balances, Cloudsquare BankLink provides immediate access to borrower data, helping you assess their loan repayment capabilities. Moreover, in addition to financial transactions and balances, Cloudsquare BankLink also integrates identity and asset information directly into your Salesforce CRM, offering a comprehensive view of each borrower’s financial situation. This advanced integration not only streamlines the verification process but also enhances overall efficiency in managing financial assessments.
Description
Data8 provides an extensive range of cloud-based solutions focused on data quality, ensuring your information remains clean, precise, and current. Our offerings include tailored services for data validation, cleansing, migration, and monitoring to address specific organizational requirements. Among our validation services are real-time verification tools that cover address autocomplete, postcode lookup, bank account validation, email verification, name and phone validation, as well as business insights, all designed to capture accurate customer data during initial entry. To enhance both B2B and B2C databases, Data8 offers various services such as appending and enhancement, email and phone validation, suppression of records for individuals who have moved or passed away, deduplication, merging of records, PAF cleansing, and preference services. Additionally, Data8 features an automated deduplication solution that seamlessly integrates with Microsoft Dynamics 365, allowing for the efficient deduplication, merging, and standardization of multiple records. This comprehensive approach not only improves data integrity but also streamlines operations, ultimately supporting better decision-making within your organization.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
Yes
Cloudsquare Lend
Yes
Conga Billing
Yes
Docusign
Yes
Donorfy
No
Drupal
No
FormAssembly
No
Formstack
No
Magento
No
Microsoft Dynamics 365
No
Integrations
Salesforce
Yes
Cloudsquare Lend
No
Conga Billing
No
Docusign
No
Donorfy
Yes
Drupal
Yes
FormAssembly
Yes
Formstack
Yes
Magento
Yes
Microsoft Dynamics 365
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$0.053 per lookup
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Cloudsquare
Founded
2018
Country
United States
Website
cloudsquare.io/salesforce-products/cs-banklink-app/
Vendor Details
Company Name
Data8
Founded
2005
Country
United Kingdom
Website
www.data-8.co.uk
Product Features
Product Features
Address Verification
Address Validation
No
Autocomplete
No
Automatic Formatting
No
Data Cleansing
No
Data Discovery
No
Data Quality Control
No
Data Verification
No
Geographic Maps
No
Geolocation
No
Metadata Management
No
Reporting / Analytics
No
Search / Filter
No
Data Cleansing
Address/ZIP Code Cleaning
No
Charting
No
Data Consolidation / ETL
No
Data Mapping
No
Multi Data Format Support
No
Phone/Email Validation
No
Raw Data Ingestion
No
Sample Testing
No
Validation / Matching / Reconciliation
No
Data Quality
Address Validation
No
Data Deduplication
No
Data Discovery
No
Data Profililng
No
Master Data Management
No
Match & Merge
No
Metadata Management
No
Email Verification
Bulk Email Verification
No
Catch-all Server Detection
No
Disposable Email Detection
No
Domain Check
No
Mail Server Validation
No
Single Email Verification
No
Spam Trap Detection
No
Syntax Check
No