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LASER Financial Account Access

Access Financial Account Data in Salesforce

Overview

Experience seamless financial account access with LASER and Plaid: Empower your borrowers to authenticate their accounts and effortlessly sync bank and income data into Salesforce.

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See How LASER Financial Account Access Works

  • ✅ Open Banking API enables real-time verified consumer bank data ✅ Gain insights from consumer-permissioned financial data in a matter of seconds.

  • ✅ Gather loan applicant financials quickly and make your credit decision faster. ✅ Seamlessly integrate with Salesforce and eliminate manual document collection and manual entry.

  • ✅ Users can connect their bank accounts and permission: ◾️ Bank Statements ◾️ Transaction History ◾️ Historical Balances ◾️ Current & Available Balances

Authenticate a Customer’s Plaid Authorization via email with the click of a button – directly within Salesforce – or automate this step from your website. The LASER Financial Account Access app allows you to download comprehensive Plaid reports, containing bank statements, historical transactions, and more, all within seconds! After receiving authorization, users can quickly view key points of informations like NSFs, Deposits, Average Balances, and more from a custom component, broken down by account type! Using the app’s built-in custom component, see aggregated account information at a glance in Salesforce from wherever you wish. You can also re-Authenticate and retrieve the most up-to-date information whenever you want, and customize the timeline of data you are downloading.

Categories

Business Needs
Productivity
Finance
Accounting
Industries
Automotive
Financial Services
Travel, Transportation, & Hospitality
Personas
Business Operations Manager
Consultant
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Community Builder
Managed Package

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Revenue Cloud
Experience Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Experience Cloud
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer
Supported Languages
English

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