Bank Connect, powered by Plaid, is an application that automates the business workflow by giving easy access to a potential borrower’s financial information to the lenders. Cloud Maven, Inc. is a Salesforce certified ISV Partner and winner of the 2021 Salesforce Partner Innovation Award. It helps the lenders to monitor the financial details of the borrower and make decisions for loan approval. During this bank data verification, the lenders understand the borrower’s investments through gaining insights on transaction history and account holder identity information. The lenders check the borrower’s bank data by retrieving a consolidated summary from their bank account for visualizing their finances. This, in turn, helps the borrower to improve the account holder position. It authenticates the bank transactions, balances, assets, and investments, pulls out bank data from any Salesforce standard or custom object, and verifies the income inside Salesforce. The transaction insights, historical balances and other banking details are provided through an intuitive dashboard with all the demographics. It is used in different sectors like banking, finances, health, and wealth management. It enables account pre-funding for gaining immediate insights on borrower’s balances, reduces NSF fees and overdrafts. This application is available on Salesforce AppExchange, with a free 30-day trial period. For more queries, please contact: info@cloudmaveninc.com