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PLAID SALESFORCE INTEGRATION SOLUTION

Bank Connect, powered by Plaid, is an application that automates business workflow by providing lenders with borrower’s financial data in making loan decisions inside Salesforce. Cloud Maven, Inc., the recipient of the 2021 Salesforce Partner Innovation Award and a certified Salesforce ISV Partner, has developed this application. It authenticates bank account transactions, pulls bank data from any Salesforce standard or custom object and provides clean transaction data with merchant name, category and location. This income verification app is free to try for 30 days on Salesforce AppExchange. Contact us at info@cloudmaveninc.com for any inquiries, and follow us on LinkedIn and Twitter for additional information about our solutions.

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Uploaded on May 6, 2022