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Average Ratings 0 Ratings

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ease
features
design
support

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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 Automate your entire underwriting process to eliminate slow, outdated bank account verification methods.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

Businesses and consumers are reshaping their expectations regarding interactions with financial institutions, placing less emphasis on geographic presence and focusing instead on the institution's capability to engage with them effectively. Fiserv provides businesses with cutting-edge solutions designed to control costs, enhance and secure revenue, and manage the risks involved in payment processing while also fostering strong customer relationships. The current landscape has compelled financial institutions to reconsider the role of digital channels and real-time payment systems in meeting consumer demands for seamless experiences. With Fiserv’s offerings, whether customers are making payments in person, online, or via mobile devices, organizations can fully leverage the advantages of electronic payment processing. This adaptability not only meets the evolving needs of consumers but also positions businesses for sustained growth in a rapidly changing market.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Access Auditor
CXInfinity
Cloudsquare Lend
ConformX
CoreConnect Foundation
Docusign
Encapture
Geezeo
NovelVox Agent Accelerator
Olo
Paerpay
Plaid
Refold
SOLEX
SOLVR
VALID Systems
ebankIT
iVision Plus
myKaarma
opus1.io

Integrations

Access Auditor
CXInfinity
Cloudsquare Lend
ConformX
CoreConnect Foundation
Docusign
Encapture
Geezeo
NovelVox Agent Accelerator
Olo
Paerpay
Plaid
Refold
SOLEX
SOLVR
VALID Systems
ebankIT
iVision Plus
myKaarma
opus1.io

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

Fiserv

Founded

1984

Country

United States

Website

www.fiserv.com/en.html

Product Features

Product Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Payment Gateways

ACH / eCheck support
Buyer Authentication
Credit / Debit Support
Customer Information Storage
Fraud Prevention
Invoicing
Multi-Currency
PCI Compliance
Point-of-Sale (POS)
Recurring Billing / Subscriptions
Reporting / Analytics

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Alternatives

Alternatives

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