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Plaid Connect: Real-time Bank, Identity, and Income verification
Verify bank accounts, income, and identity with Plaid in Salesforce
- Industries
- Horizontal ProductFinancial ServicesHigh Tech
- Business Need
- AnalyticsFinanceSecurity
- Requires
- Sales CloudService CloudFinancial Services CloudGovernment Cloud
- Compatible With
- Sales CloudService CloudFinancial Services Cloud
Plaid Connect brings verified bank data into Salesforce using secure Plaid integration. Validate bank accounts, review transactions and balances, confirm identity and perform income verification while improving fraud detection and approval accuracy.
Highlights
✔️Plaid Connect Verifies Bank Account Data Inside Salesforce Instantly verify a bank account within Salesforce. You can validate an account holder’s name, balance, and status based upon real-time information from thousands of Plaid supported banks.
✔️View Real-Time Bank Data in Salesforce Instead of PDFs or screenshots, you can now view current transaction history, latest account balances and recent activity within Salesforce environment. This allows you to make informed decisions with confidence.
✔️Verify Bank and Credit Accounts Across Plaid Banks With access to thousands of Plaid supported banks, you can verify checking, savings, credit card and investment accounts from all major regions on a single workflow within your Salesforce environment.
✔️Verify Income via Payroll and Bank Deposits in Salesforce Validate income using either payroll connections or recurring bank deposits. Now verify income for W-2 employees, freelancers or mixed earners without requiring paystubs or contacting employers.
✔️Verify User Identity with Plaid in Salesforce You can identify any user in Salesforce with Plaid’s document, face, and phone verification. This helps you detect fraud early in the onboarding process when validating user identity across 190+ countries.
✔️Speed Up Customer Onboarding with Plaid Bank Linking Remove any friction from customer onboarding process by securely linking bank accounts within seconds. This eliminates manual follow-ups, reduces review time, and improves user completion rates.
✔️Prevent Failed Payments via Real-Time Bank Data • Check real-time balance of account before making a transfer • Verify the availability of funds prior to initiating ACH transaction • Use real-time bank data to reduce NSF fees and failed payments
✔️Set Up Plaid Integration Directly and Securely in Salesforce • Plaid integration is set up directly in Salesforce • Bank credentials are never stored in Salesforce • All tokenized/encrypted connections are designed with regulatory compliance
✔️Flexible Foundation for Financial Workflows • Supports lending, fintech, and payments use cases • Expand from bank verification to include income, identity or ACH • Designed to support growing Plaid Salesforce integration requirements
Provider Details
Cloud Maven, Inc
Delaware, United States
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2018
Phone
+1 (740) 470-0000Cloud Maven, Inc. helps businesses work smarter in their Salesforce environment by replacing various disconnected tools they use with a single connected ecosystem. Our Salesforce-native solutions handle onboarding, lending, credit reports, criminal checks, identity verification, document generation and insights, communications, and data syncing, all built to deliver increased speed, control and accuracy. Every solution is ready to be deployed and developed to seamlessly fit into your existing Salesforce environment. With over 175 integrations to credit bureaus, payment gateways, and compliance systems, your team gains real-time visibility & confidence in every transaction. Trusted by hundreds of businesses, we transform everyday Salesforce processes into streamlined, compliant & intelligent experiences that grow with your business. Enhance your Salesforce ecosystem with our modular plugins: Decision Rule Engine | Credit Checker | Plaid Bank Connect | KYC/KYB Verification | Sanction and OFAC Checker | Loan Origination | Syndication | Document Insight | SMS & Fax Hub | Secure Email | SOS Verification | QuickBooks Connect | Payment Connect | AWS Connect | IRS Verification
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Application is powered by Plaid. The customer will require a subscription with the Plaid platform.
Default Plan
$250 USD/company/month
Lowest Starting Price