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PLAID INTEGRATION SOLUTION

Bank Connect, powered by Plaid, is an application that automates business workflow by providing lenders with borrower’s financial data for carrying out loan-related functions inside Salesforce. Cloud Maven, Inc., the 2021 Salesforce Partner Innovation Award recipient and a certified Salesforce ISV Partner has developed this application. It reviews clean transaction data that includes merchant name, category and location along with reduction in NSF fees and overdrafts. For a free 30-day trial period, this solution is available on Salesforce AppExchange. To learn more about our products, please contact us on info@cloudmaveninc.com and follow us on LinkedIn and Twitter.

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Uploaded on April 22, 2022