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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.
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Showing 10 of 15 Reviews
Seamless Plaid Integration for Loan Origination and Payment processing
We’ve been using the Plaid Bank Connect app alongside Lending Manager to handle the Identity and Income verification pieces of our process. It works really well—customers just connect their bank, and the data flows right in. To be clear, we use a lot of different data points to make a final lending decision, so Plaid isn't the only tool we use, but having that bank data sync automatically has made the verification stage so much smoother for us. We don't have to chase down PDFs anymore. Also, I have to give a huge shout-out to the Cloud Maven support team. Whenever we’ve had a question or needed help tweaking the setup, they’ve been super responsive and easy to work with. Highly recommend."
Bank Connect Easy implementation and Great Support Services
The CloudMaven team made installation and setup up a breeze. They took the time to understand our companies use case and tailor Bank Connect for us. We rarely have any issues with the product but in the case that we do the team is all over it!
Great customer support!
We partnered with them to develop our new payment system as a property management company, and we were thoroughly impressed by their exceptional customer support. Their quick response times, kindness, and extensive knowledge made us feel at ease throughout the entire process. Highly recommended!
Thank you so much Thomas for taking the time to share your positive experience with our customer support. We’re thrilled to hear that our team was able to provide the exceptional assistance you needed to develop your new payment system. Your satisfaction is our top priority, and we’re committed to delivering outstanding service to all of our customers. We appreciate your partnership and look forward to continuing to support your property management company.
Customer Support
GREAT customer support. I subscribed to the Bank Connect and SMS App from Cloud Maven. Overall a very good experiance, product was delivered on time according to specifications. As we began using the product, we realized certain things we required were not out of the box. We reached out to Cloud Maven and they were able to provide solutions within 24 hours and in some cases was even same day. I would highly recommend this company to a friend.
Thank you so much Felix for your kind words and positive review. We're thrilled to hear that Bank Connect and SMS App have exceeded your expectations. Your satisfaction is our top priority, and we're committed to providing exceptional customer support. We're glad that our team was able to quickly address your specific needs and provide tailored solutions. Your recommendation means a lot to us, and we appreciate you taking the time to share your experience. Thank you again for choosing Cloud Maven.
Excellent Vendor
I've run a nonprofit lender for 13 years, during which time I've dealt with countless vendors. Cloud Maven is by far the best I've worked with. Their prices are reasonable, but more importantly, they are extremely responsive; their product works as advertised; and they always meet their deadlines. I can't recommend them enough, whether you are looking to integrate Plaid into Salesforce or use any of their other fantastic tools!
Thank you so much Andy for your kind words and glowing review! We're truly honored to hear that Cloud Maven has been such a valuable asset to your nonprofit lender. Your satisfaction is our top priority, and we're thrilled to know that our products and services have exceeded your expectations. We look forward to continuing to support your organization and helping you achieve your goals.
Excellent solution that works as expected! great support!
We installed this application, went through the setup, and within minutes the system was running as expected. No more manual updates. It performed exactly as expected. This solution has enabled us to further streamline our banking and lending operations, thereby providing a more seamless experience to our customers. When we had any questions or encountered any problems, we contacted their support team and received quick responses to keep us on track. Excellent service and package!
Thank you James for your kind words and glowing review of our Plaid Connect solution! We're delighted to hear that it has exceeded your expectations and streamlined your banking and lending operations. Your positive feedback is a testament to the hard work and dedication of our team. We’re committed to providing exceptional support and continuously improving our products to meet the evolving needs of our customers. Thank you again for choosing us and for sharing your experience.
Great bank verification application!
Ushank and the team at Cloud Maven did a phenomenal job in automating our workflow that really helped in upscaling our business. Highly recommended. Great job!
Thank you so much Robert for taking the time to share your positive experience with Bank Connect! We're thrilled to hear that our application has helped streamline your workflow and contribute to your business growth. Us, at Cloud Maven, are dedicated to providing exceptional solutions, and your feedback is invaluable in helping us continue to improve. We appreciate your support and look forward to serving you in the future.
Best Application and Great Support.
Cloud Maven was given a tight deadline of 5 days to deliver a solution to solve a complex problem to meet our launch date. They met that challenge and delivered a complex solution that exceeded our expectations. Their accelerators(especially Credit Checker, Bank Connect, Criminal Checker) are very useful and highly customizable to automate the processes. Additionally, they were in constant communication with us as well as our partners. I would highly recommend and would use Cloud Maven again.
Thank you Clark for your kind words and glowing review of Cloud Maven. We're thrilled to hear that our solutions were able to meet your tight deadline and exceed your expectations. Your trust in our team means a great deal to us. Our commitment to providing exceptional support and customizable solutions is a cornerstone of our business, and it's rewarding to know that our efforts have made a positive impact on your company. We look forward to continuing our partnership and helping you achieve even greater success in the future.
Incredible Service and Superb Technology
Ushank and his team did an incredible job at automating and streaminglining our workflow with credit checker. It is much easier than going direct to an Experian and it is automated with Salesforce. I can recommend CloudMaven without reservation. Thank you Cloudmaven
Thank you so much for taking the time to share your positive experience with CloudMaven. We're thrilled to hear that we were able to streamline your workflow and automate the credit checking process. Your satisfaction is our top priority, and we're committed to providing exceptional service and innovative solutions. We appreciate your recommendation and look forward to continuing to assist you and your team in the future.
Great App and Great Support!
I've been using this app for a few months with our sales / underwriting team. It works great, the support is also great! Highly recommended.
Thank you Joseph for your kind words and glowing review of our Plaid Bank Connect app! We’re thrilled to hear that our app has been so valuable to your sales and underwriting team. Your positive feedback is a testament to the hard work and dedication of our team. We’re committed to providing the best possible experience for our customers, and your support means a lot to us. Thank you again for choosing our app!
Thank you for your kind words! We're thrilled to hear that Bank Connect was easy to implement and that our support team has been helpful. At Cloud Maven, we prioritize seamless integration and exceptional customer service. We're dedicated to providing a reliable and efficient solution for your bank verification needs. We appreciate your business and look forward to continuing to support your success