Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 Automate your entire underwriting process to eliminate slow, outdated bank account verification methods.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

Financial institutions need efficient, reliable and customized IT banking software. We provide both technical and functional banking software consulting and support services to financial institutions that use the Temenos Transact (T24) core banking system and TAAT's WESE core banking system. We are also an official partner in the Mifos initiative. Client Management - Branch Management Multilingual - Document Attachment Unlimited Accounts - Customer Approval Process - Customer Closure and Blacklists - New Customer Verification & Approval Business Management - Social Performance - Measurement Accounting Reporting - Workflow Management - User Roles & Permissions Cash Management - Full Customization Financial Products: - Savings (Shared) Accounts - Current/Checking accounts Term Deposits Collateral Loans - Agriculture Loans - Open End/Top up Loans Line of Credit Loans - Incremental disbursement

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Cloudsquare Lend Yes 
Conga Billing Yes 
Docusign Yes 
MuleSoft Anypoint Platform Yes 
Plaid Yes 
Salesforce Yes 

Integrations

Cloudsquare Lend No 
Conga Billing No 
Docusign No 
MuleSoft Anypoint Platform No 
Plaid No 
Salesforce No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$1000
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 Yes 
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 No 
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 No 
Webinars No 
Live Training (Online) No 
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

Taat Consulting

Founded

2016

Country

Zimbabwe

Website

www.taatconsulting.com

Product Features

Product Features

Alternatives

Alternatives

Rubikon Reviews

Rubikon

Neptune Software Group
bankCirrus Reviews

bankCirrus

LoanCirrus