Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Cloud Maven, Inc. - Smart Workflows. Seamless Scale. Salesforce-Native.

Automate lending, compliance, docs, payments, & communication in Salesforce

Salesforce Consultants
Certified People
People employed by the consultant who hold Salesforce certifications that align to competencies
22
Certifications
The number of certifications held by people at this organization that align to competencies
67

Description

Cloud Maven, Inc. creates innovative Salesforce-native apps designed to simplify the way businesses can verify, onboard, lend, service & maintain regulatory compliance. As a Salesforce Certified ISV Partner, we integrate automation, data intelligence and security to turn complex and disconnected workflows into one seamless digital experience. We connect Salesforce to the systems that drive decision-making, including credit bureaus, background and identity verification services, payment processors, and compliance databases, providing you with real-time insights and automated control. Whether you need loan originations, loan servicers, document management or communication tools, we offer customizable, out-of-the-box solutions that eliminate manual labor, decrease risk, and streamline business operations across all industries. 𝗖𝗼𝗿𝗲 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺 & 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 Lending Manager: End-to-end loan origination & servicing Custom Onboarding Automation: Credit, KYC, AML, & sanctions workflows Document Automation: Secure parsing, generation, e-signature, & storage Payments: ACH, card, & eCheck processing with instant/recurring options Communications: SMS, Fax, & secure email

Highlights

Unified Salesforce Automation: Streamline lending, verification, documents, payments, and communication — all within Salesforce.

Compliance & Security Built-In: Automate KYC, AML, and sanctions checks with encrypted, audit-ready controls for full data integrity.

Faster, Frictionless Operations: Reduce manual effort, boost decision speed, and deliver a seamless experience for customers and teams.

Provider Details

Cloud Maven, Inc
Delaware, United States
Social Impact
Pledge 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) 470-0000

Cloud 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

Geographic Focus

Shows the regions where the provider operates or has done business
Countries

United States • Canada • India

Languages

Supported Languages

English • Spanish

More From This Provider

by Cloud Maven, Inc
Bring criminal background checks, UCC filings reviews, and KYC screening directly into Salesforce using Thomson Reuters CLEAR. Automate risk searches, identify red flags early, and keep customer onboarding moving with verified data stored in one place.

by Cloud Maven, Inc
Credit Checker gives you direct access to Experian™, Equifax®, and TransUnion® directly within Salesforce. Run soft or hard credit pull and generate tri merge credit report instantly, so your teams make faster, safer decisions with zero workflow friction.

by Cloud Maven, Inc
Medical Insurance Verification enables real-time eligibility and benefits verification in Salesforce. Instantly validate patient coverage, benefits, and authorizations across 1,100+ payers, including Medicare & Medicaid, while keeping workflows compliant.

by Cloud Maven, Inc
No Ratings
AWS Connect simplifies Salesforce AWS integration by securely moving large files to Amazon S3 while keeping access inside Salesforce. Improve performance, enable Salesforce backup, and scale storage effortlessly with Salesforce Amazon S3 integration.