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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 Automate your entire underwriting process to eliminate slow, outdated bank account verification methods.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
Mistaken payments or those resulting from fraudulent activity can have severe consequences, such as delays, claims of liability, vulnerability to external fraud, and harm to your organization's reputation. Instead of letting bank account validation checks hinder your payment workflows, personnel, or clients, opt for near real-time business account validation and verification checks to ensure that your payments are directed to the correct business consistently. With Bank Wizard Absolute, we create a seamless link between your clients, vendors, and their bank accounts, providing you with the confidence that your payments are always accurate. Our tailored solutions cater to your budget and specific needs, while guaranteeing that our data is meticulously gathered, organized, and presented at the highest quality standards. By implementing our services, you can significantly minimize the likelihood of payment processing mistakes and enhance overall operational efficiency. In today's fast-paced business environment, ensuring the accuracy of transactions has never been more crucial.
API Access
Has API
API Access
Has API
Integrations
Cloudsquare Lend
Conga Billing
Docusign
MuleSoft Anypoint Platform
Plaid
Salesforce
Integrations
Cloudsquare Lend
Conga Billing
Docusign
MuleSoft Anypoint Platform
Plaid
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cloudsquare
Founded
2018
Country
United States
Website
cloudsquare.io/salesforce-products/cs-banklink-app/
Vendor Details
Company Name
Experian
Founded
1996
Country
United States
Website
www.experian.co.uk/business-products/bank-wizard-absolute/