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Cloudsquare BankLink – Bank Verification and Risk Analysis via Plaid
Easy-to-use user interface to verify bank account and make credit decisions
- Requires
- Sales Cloud
Cloudsquare BankLink is a risk analysis software that integrates Salesforce with the safest financial account verification platform, Plaid. Run effortless cash flow analysis, make accurate credit decisions, and automate your underwriting process.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- Plaid Hero/1.40 1.40.0
- Listed On
- 10/01/2021
- Latest Release
- 03/03/2022
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 16Custom Tabs: 4Custom Apps: 2
- Lightning Components
- Global: 7App Builder: 0Community Builder: 0
- Languages
- DutchEnglishFinnishFrenchGermanDanishItalianJapaneseKoreanPortugueseRussianSimplified ChineseSpanishSwedishThaiTraditional Chinese
Security
Additional Details
Cash Flow User Interface - Our custom UI helps you see everything you need relating to the applicant’s transactions and balances, up to 24 months - Removes the need for complex excel spreadsheets, and lengthy cash flow analysis - Predefine certain thresholds and run the parsing through them. Connected to following Plaid Products - Auth: Account & routing numbers - Balance: Real-time balance checks - Identity: Bank account-holder information - Transaction: Up to 24 months of categorized data - Assets: Point-in-time snapshots of users’ finances Sends an email to the applicant, so they can authorize the bank verification - Can be triggered automatically from a contact or opportunity - Applicants select the bank account, enter their credentials, and submit from desktop or mobile - When authorized, the data is then sent directly from Plaid to Salesforce in minutes Automate the underwriting process - Configure important fields, such as low balance days and negative balance days - Automate approvals and declines based on their specifications and custom logic - Automation can be set easily by the end user and changed as necessary
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Cloudsquare
Los Angeles, CA