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Bank Connect, powered by Plaid, is an application that automates the business workflow by giving a platform for linking the lenders and borrowers to perform loan functions. Cloud Maven, Inc. is a Salesforce certified ISV Partner and has won the 2021 Salesforce Partner Innovation Award. It provides the bank data of the borrowers to the lenders for checking them and deciding to sanction a loan. It fetches the consolidated summary from the user's bank account pertaining to their bank data. This app is available on Salesforce AppExchange. For more details, please contact: info@cloudmaveninc.com
Bank Connect, powered by Plaid, is an application to automate business workflow by forming link between lenders and borrowers inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner & the 2021 Salesforce Partner Innovation Award winner has made this app. It makes careful decisions while sanctioning loan for borrowers and helps lenders with banking details. This application is available on Salesforce AppExchange, with a free 30-day trial period. Do follow us on LinkedIn and Twitter and for more details, contact: info@cloudmaveninc.com
Bank Connect, powered by Plaid, is an application that automates the business workflow by building a link between the lenders and borrowers by properly monitoring the borrower's financial details by the lenders to approve a loan for them. Cloud Maven, Inc. is a Salesforce certified ISV Partner and the 2021 Salesforce Partner Innovation Award, Winner. It retrieves the bank data from user's bank account. It is available on Salesforce AppExchange. For any doubts, please contact: info@cloudmaveninc.com
Secure File Transport, powered by BotDoc, is an application that automates business workflow by performing safe file transfer of documents with sensitive information through the Salesforce medium. Cloud Maven, Inc., a certified Salesforce ISV Partner and the proud winner of the 2021 Salesforce Partner Innovation Award has developed this solution. It incorporates TLS & AES 256-bit encryption from start to end for protecting critical information. On Salesforce AppExchange, you may try this secure file exchange solution for free for 30 days. Please contact us at info@cloudmaveninc.com if you have any additional questions and don't forget to follow us on LinkedIn and Twitter.
Secure File Transport, powered by BotDoc, is an application that automates the business workflow by safely transferring documents with sensitive information inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award winner, has developed this solution. This automated native Salesforce app removes errors caused due to human intervention and boosts productivity and efficiency. For a free 30-day trial, this bulk secure file transfer solution is available on Salesforce AppExchange. Send an email to info@cloudmaveninc.com for any queries. Follow Cloud Maven, Inc. on LinkedIn, Twitter, and YouTube to find out more about different solutions.
Secure File Transport, powered by BotDoc, is an application that automates the business workflow by securely transmitting files with sensitive data inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award winner, has created this application. Since no login credentials such as pins or passwords are necessary, automation helps eliminate errors caused by human processes. Each activity is displayed on a dashboard with charts, graphs, and statistics. Please contact info@cloudmaveninc.com for additional information, as this file sharing tool solution is available on Salesforce AppExchange for a free 30-day trial period. For more information, follow us on LinkedIn, Twitter, and YouTube.
Bank Connect, powered by Plaid, is an application that automates business workflow by enabling lenders with borrowers’ financial data for making informed loan decisions inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award winner, has created this application. The system is also automated, resulting in error-free and efficient application performance. In real time, it extracts bank information from any Salesforce standard or custom object. Please get in touch with info@cloudmaveninc.com for additional information, as this income verification solution is available on Salesforce AppExchange for a free 30-day trial period. For more information, follow us on LinkedIn, Twitter, and YouTube.
Secure File Transport, powered by BotDoc, is an application that automates the business workflow by securely transferring files with sensitive data inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award winner has created this application. By not requiring login credentials or pins to access files, this automated Salesforce native app reduces human intervention and increases the application's productivity and efficiency. This secure file transfer solution is available for a 30-day free trial on Salesforce AppExchange. To stay up to date on the latest applications, follow us on LinkedIn, Twitter, and YouTube, and email us at info@cloudmaveninc.com.
Secure File Transport, powered by BotDoc, is an application that automates business workflow by protecting the files with sensitive data inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award winner has developed this solution. It prevents any data breach scenarios, as the system is compliant with HIPAA, SOC2, FERPA, GDPR, PCI DSS and Privacy Shield. This secure transfer file app is free for 30 days on the Salesforce AppExchange. If you have any further questions, please contact us at info@cloudmaveninc.com and follow us on LinkedIn and Twitter.
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.
Bank Connect, powered by Plaid, is an application that automates business workflow by connecting lenders and borrowers to make accurate loan decisions inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award recipient has developed this solution. Reduction in NSF fees and overdrafts helps the users to check the availability of their funds prior to making any transfers. This income verification application is free for 30 days on Salesforce AppExchange. If you have any queries, please email us at info@cloudmaveninc.com and follow us on LinkedIn and Twitter.
Bank Connect, powered by Plaid. is an application that automates the workflow by authenticating the bank transactions, verifying the income and pulling bank data. Cloud Maven, Inc. is a Salesforce certified ISV Partner and the Winner of 2021 Salesforce Partner Innovation Award. It obtains insights through proper analyzing the metric reports. It is available on Salesforce AppExchange. For any query, please contact: info@cloudmaveninc.com
Secure File Transport, powered by BotDoc, is an application that automates the business workflow by safely transferring files with sensitive data inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award recipient has developed this solution. This native Salesforce application enables the sending and receiving of documents containing sensitive data from any Salesforce standard or custom object. This solution is available on Salesforce AppExchange for a free 30-day trial. For any inquiries, send an email to info@cloudmaveninc.com. Follow Cloud Maven, Inc. on LinkedIn, Twitter, and YouTube to learn more about upcoming solutions.
Secure File Transport, powered by BotDoc, is an application that automates the business workflow by safely transmitting files with sensitive data inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award winner, has developed this solution. Because no login information, such as pins or passwords, is needed, automation helps prevent mistakes brought on by human operations. You can try out this file transfer software for free on Salesforce AppExchange for 30 days. If you have any additional questions, email at info@cloudmaveninc.com. To stay informed about new solutions, follow on LinkedIn, Twitter, and YouTube.
Secure Email, powered by Paubox, is an application that automates the business workflow by securely transmitting emails with full encryption inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award winner has developed this app. For getting business-related information through these emails, the e-commerce company employees do not need any plugins or portals, which reduces manual errors. This HIPAA email encryption app is available on Salesforce AppExchange for a free 30-day trial. If you have any queries, email info@cloudmaveninc.com, and you can learn more about various solutions by following Cloud Maven, Inc. on LinkedIn, Twitter, and YouTube.
Bank Connect, a Salesforce AppExchange native application is powered by Plaid to analyze the borrower's financial demographics through an easy solution. The app is user-friendly and efficient as banking application development, integration and implementation can result in high costs. Due to Plaid Integration, inconvenience, inaccuracy and delay problems are not faced anymore. For more information visit: info@cloudmaveninc.com
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Secure File Transport, powered by BotDoc, is an application that automates business workflow by carrying out secure transfer of documents with sensitive data through Salesforce. Cloud Maven, Inc., the 2021 Salesforce Partner Innovation Award winner and a certified Salesforce ISV Partner, has created this application. It meets the necessary compliance requirements like HIPAA, FERPA, GDPR, SOC2, Privacy Shield and PCI DSS. This file transfer tool is available on Salesforce AppExchange for a 30-day free trial. Please contact us at info@cloudmaveninc.com for any additional questions and do follow us on LinkedIn and Twitter.
Bank Connect, powered by Plaid, is an application that automates the business workflow by linking the lenders with the borrowers for performing loan-related functions. Cloud Maven, Inc. is a Salesforce certified ISV Partner and winner of the 2021 Salesforce Partner Innovation Award. It obtains transaction insights and account holder identity information for understanding the investments of the borrower. This application is available on Salesforce AppExchange, with a free 30-day trial period. For any details, please contact: innfo@cloudmaveninc.com
SMS and eFax Guru is an advanced business texting solution that helps in sending & receiving SMS and HIPAA-compliant eFax from any Salesforce object. Cloud Maven, Inc., a Salesforce Certified ISV Partner and the 2021 Salesforce Partner Innovation Award winner, has developed this app. This business texting app solves the problems of the corporate employees by providing a character limit of 3000, which enables them to convey whatever message they want to drop for an efficient conversation and business. For a free 30-day trial, this SMS automation app is available on Salesforce AppExchange. If you have any queries, send an email to info@cloudmaveninc.com. Follow Cloud Maven, Inc. on LinkedIn, Twitter, and YouTube to discover more solutions.
Secure File Transport, powered by BotDoc, is an application that automates business workflow by securely transferring the documents with sensitive information through Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner & the 2021 Salesforce Partner Innovation Award winner, has made this solution. It safeguards the critical data and information present inside the documents with top encryption. This application is offered for free on Salesforce AppExchange for a 30-day trial period. Please get in touch with us at info@cloudmaveninc.com if you have any queries, and be sure to follow us on LinkedIn and Twitter for updates.
Bank Connect, powered by Plaid, is an application that automates business workflow by allowing lenders to access borrowers' banking details for carrying out loan-related activity inside Salesforce. Cloud Maven, Inc., the 2021 Salesforce Partner Innovation Award winner and a certified Salesforce ISV Partner, have created this solution. It reduces NSF fees and overdrafts for gaining insights into borrower's balances. This bank verification solution is available for free for 30 days on the Salesforce AppExchange. If you have any further questions, please contact us at info@cloudmaveninc.com and follow us on LinkedIn and Twitter.
Secure Email, powered by Paubox, is an application that automates business workflow by transmitting HIPAA compliant encrypted emails inside Salesforce. Cloud Maven, Inc., the 2021 Salesforce Partner Innovation Award winner and a certified Salesforce ISV Partner has provided this app. It safeguards emails from any external abrasion and protects them through appropriate encryption. With a free 30-day trial period, this application is listed on Salesforce AppExchange. Do follow us on LinkedIn and Twitter, and for more updates, contact: info@cloudmaveninc.com
Secure File Transport, powered by BotDoc, is an application that automates the business workflow by safely transferring documents with sensitive information inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award recipient, has developed this solution. This automated Salesforce native app avoids human intervention and boosts productivity and efficiency by not requiring login information or pins to access files. This safe file transfer app is available on Salesforce AppExchange for a free 30-day trial period. Email at info@cloudmaveninc.com for any further inquiries. For more information, visit LinkedIn, Twitter, and YouTube.
Discover a versatile texting app on AppExchange, enhancing communication and engagement. Seamlessly connect with clients and colleagues through intuitive features, streamlining conversations and boosting productivity. Elevate your messaging experience with this innovative app to simplify and optimize your communication needs.
360smsapp.com/blog/7-best-salesforce-sms-apps-to-consider...
Secure Email, powered by Paubox, is an application that automates the business workflow by transmitting encrypted emails inside Salesforce. Cloud Maven, Inc., the 2021 Salesforce Partner Innovation Award winner and a certified Salesforce ISV Partner, has created this solution. By ensuring email security through appropriate encryption, this solution helps in avoiding data leak during any cyberattack scenario in the entire email sending process. This HIPAA email encryption solution is available on Salesforce AppExchange with a free 30-day trial period. For any queries, contact: info@cloudmaveninc.com, and for more details make sure to follow us on LinkedIn and Twitter.
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Secure File Transport, powered by BotDoc, is an application that automates the business workflow by securely sending and receiving documents with sensitive information inside Salesforce. Cloud Maven, Inc., the 2021 Salesforce Partner Innovation Award recipient and a certified Salesforce ISV Partner, have developed this solution. It enables real-time tracking of documents with their status through an intuitive dashboard via charts and graphs for easier understanding and the user can request any file from the end-user. On Salesforce AppExchange, this safe file transfer solution is free for 30 days. If you have any questions, please contact us at info@cloudmaveninc.com. You can also stay updated with our new solutions by following us on LinkedIn and Twitter.
Bank Connect, powered by Plaid, is an application that automates business workflow by connecting lenders and borrowers for performing loan decisions inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award winner, has developed this solution. As instant banking data is obtained from any Salesforce standard or custom object, the account on-boarding procedure becomes fast. This income verification app is offered on Salesforce AppExchange with a free 30-day trial. Contact info@cloudmaveninc.com with any questions, and stay tuned for updates on LinkedIn, Twitter, and YouTube.
Bank Connect, powered by Plaid, is an application that automates the business workflow by connecting the lenders and borrowers for loan activities. Cloud Maven, Inc. is a Salesforce certified ISV Partner and the 2021 Salesforce Partner Innovation Award. It reduces NSF fees and overdrafts for a visibility into available funds before making any transfers. This application is available on Salesforce AppExchange, with a free 30-day trial period. Do follow us on LinkedIn and Twitter for further updates. For more information, please contact: info@cloudmaveninc.com
Secure Email, powered by Paubox, is an application that automates the business workflow by transmitting encrypted emails inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award winner have created this solution. It is the only HIPAA compliant and HITRUST CSF certified email delivering & receiving solution that protects the data throughout the system. On the Salesforce AppExchange, this encrypted email application is free for 30 days. Please email us at info@cloudmaveninc.com, and please follow us on LinkedIn and Twitter if you have any additional queries.
Secure Email, powered by Paubox, is an application that automates business workflow by performing email encryption and fully securing the data inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award winner, has created this solution. It performs data protection through TLS 1.2 & AES 256-bit encryption at transit or at rest. For a 30-day free trial, this solution is featured on Salesforce AppExchange. If you have any further questions, please contact us at info@cloudmaveninc.com and follow us on LinkedIn and Twitter.
Secure File Transport, powered by BotDoc, is an application that automates the business workflow by securely transmitting documents with sensitive information inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award winner, has developed this application. It enables data security by ensuring TLS & AES 256-bit encryption, which is regarded as the greatest level of encryption in transit or at rest. For a free 30-day trial, this bulk secure file transfer solution is available on Salesforce AppExchange. Send an email to info@cloudmaveninc.com for any queries. Follow Cloud Maven, Inc. on LinkedIn, Twitter, and YouTube to find out more about new solutions.
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Secure Email, powered by Paubox, is an application that automates the business workflow by transmitting emails with complete encryption inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the proud winner of the 2021 Salesforce Partner Innovation Award, has developed this solution. It provides email encryption from start to finish through TLS 1.2+ protocol and AES encryption in transit or at rest. This app is available on Salesforce AppExchange for a free 30-day trial period. Contact us at info@cloudmaveninc.com or follow us on LinkedIn and Twitter to learn more about our products.
Secure File Transport, powered by BotDoc, is an application that automates the business workflow by safely transmitting files with sensitive data inside Salesforce. Cloud Maven, Inc., the 2021 Salesforce Partner Innovation Award winner and a certified Salesforce ISV Partner, has developed this application. It adds friction to the entire file transfer process by ensuring end-to-end TLS & AES 256-bit encryption and meets the desired compliance requirements like PCI DSS, SOC2, FERPA, HIPAA, GDPR, Privacy Shield, etc. You can contact us at info@cloudmaveninc.com for further information, as the safe file transfer solution is available on Salesforce AppExchange with a free 30-day trial period. For other solutions, make sure to follow us on LinkedIn and Twitter.
Secure File Transport, powered by BotDoc, is an application that automates business workflow by sending and receiving files with crucial data inside Salesforce. Cloud Maven, Inc. has made this app. It is a Salesforce certified ISV Partner and the winner of the 2021 Salesforce Partner innovation Award. It safeguards the files throughout the process and prevents data breach cases. This application is available on Salesforce AppExchange along with free 30-day trial period. Do follow us on LinkedIn and Twitter and for more queries, contact: info@cloudmaveninc.com
Bank Connect, powered by Plaid, is an application that automates business workflow by linking the lenders with customers for loan-related work inside Salesforce. Cloud Maven, Inc., a Salesforce certified ISV Partner and the proud winner of the 2021 Salesforce Partner Innovation Award, has developed this app. It visualizes user's finances by getting consolidated bank summary from their bank account. This app is listed on Salesforce AppExchange, with a free 30-day trial period. Do follow us on LinkedIn and Twitter for more updates. For more details, please contact: info@cloudmaveninc.com
Secure Email, powered by Paubox, is an application that automates the business workflow by safely transmitting emails with complete encryption inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award winner, has developed this solution. Email security is ensured through HITRUST CSF compliance and HIPAA compliance. For a free 30-day trial, this HITRUST email solution is available on Salesforce AppExchange. Send an email to info@cloudmaveninc.com if you have any further questions. You can find out more about new solutions by following LinkedIn, Twitter, and YouTube.
Secure File Transport, powered by BotDoc, is an application that automates business workflow by carrying out secure file transfer with the sensitive data present in it through the Salesforce medium. Cloud Maven, Inc., the 2021 Salesforce Partner Innovation Award winner and a certified Salesforce ISV Partner, has created this solution. It ensures a safe and simple transmission of files for making the entire process quick and smooth. This secure file exchange solution is available for free for 30 days on Salesforce AppExchange. If you have any further queries, please contact us at info@cloudmaveninc.com, and don't forget to follow us on LinkedIn and Twitter.
Secure File Transport, powered by BotDoc, is an application that automates business workflow by performing safe file transfer of documents with sensitive information through the Salesforce medium. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award winner has developed this application. It provides bulk secure file transfer by enabling the user to attach any file irrespective of the size & format. This file sharing tool is available for a 30-day free trial on Salesforce AppExchange. If you have any further queries, please contact us at info@cloudmaveninc.com, and don't forget to follow us on LinkedIn and Twitter.
Secure Email, powered by Paubox, is an application that automates the business workflow by safely transferring encrypted emails inside Salesforce. Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award recipient, has developed this solution. This app helps the employees of real estate to send emails to multiple users at once with dynamic email templates and can mark them in the 'cc' list. This HIPAA compliant secure email software is available on Salesforce AppExchange for a free 30-day trial. Send an email to info@cloudmaveninc.com for any queries. Follow Cloud Maven, Inc. on LinkedIn, Twitter, and YouTube to learn about further solutions.
Secure Email, powered by Paubox, is an application that automates the business workflow by safely transferring encrypted emails inside Salesforce. Cloud Maven, Inc., a Salesforce certified ISV partner and the 2021 Salesforce Partner Innovation Award winner, has created this solution. Using this encrypted email provider, you may also add recipients to a 'cc' list and send emails to multiple users at once. By helping healthcare firms through the solution, this Salesforce health cloud solution supports healthcare institutions in safeguarding patient data. On Salesforce AppExchange, you can get a 30-day free trial of this solution. Follow us on LinkedIn, Twitter, and YouTube to remain up to date on the latest applications, and please contact us at info@cloudmaveninc.com to learn more.
Cloud Maven, Inc., a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation Award recipient has developed SMS and eFax Guru to reduce the tiresome process involved in SMS marketing. By automating processes like contacting patients and interacting with them at various touchpoints, SMS Health Cloud Integration can help healthcare professionals save time. This Salesforce text messaging solution is offered on Salesforce AppExchange for a free 30-day trial. If you have any additional inquiries, email info@cloudmaveninc.com. You can learn more about innovative solutions by following on LinkedIn, Twitter, and YouTube.
Bank Connect, powered by Plaid, is an application that automates business workflow by building network among lenders & borrowers for loan activities. This app has been developed by Cloud Maven, Inc., as it is a Salesforce certified ISV Partner and the 2021 Salesforce Partner Innovation winner. It reduces NSF fees and overdrafts for checking the available funds before making any transfers. The users can avail a free 30-day trial period, as this application is available on Salesforce AppExchange. Do follow us on LinkedIn and Twitter and for any information, contact: info@cloudmaveninc.com
Secure File Transport, powered by BotDoc, is an application that automates the business workflow by sending or receiving the files with sensitive data inside Salesforce environment. Cloud Maven, Inc. is a Salesforce certified ISV Partner and the 2021 Salesforce Partner Innovation Award, winner. It allows user to track file status in real-time & request any document from the end-user. This application is available on Salesforce AppExchange, with a free 30-day trial period. For any queries, please contact: info@cloudmaveninc.com
Bank Connect, powered by Plaid, is an application that automates business workflow by creating a link among lenders and borrowers for loan activities. Cloud Maven, Inc., as a certified Salesforce ISV Partner and the 2021 Salesforce Partner Innovation winner, has developed this app. It enables account pre-funding to get insights into borrower's balances. A free 30-day trial period is offered, as the application is available on Salesforce AppExchange. Do follow us on LinkedIn and Twitter and for more updates, contact: info@cloudmaveninc.com
ChargeOn is a free application on Salesforce AppExchange which makes payment processing and online trade easy by salesforce payment integration. Now you can directly manage your customer billings without having to incur the extra cost of development and investing a lot of time. It helps businesses to set up a global payment system instantly, enabling payments inflow immediately and expediting the growth of companies.
Secure File Transport, powered by BotDoc, is an application that automates business workflow by sending and receiving the files with sensitive information through the Salesforce environment. Cloud Maven, Inc., a Salesforce custom or standard object and the proud winner of the Salesforce Partner Innovation Award 2021, has developed this application. It enables easy file tracking and request from the end-user in real-time. This application is listed on Salesforce AppExchange, with a 30-day free trial period. For more updates, do follow us on LinkedIn and Twitter and for more queries, please contact: info@cloudmaveninc.com
Cloud Maven,INC is a dynamically growing company within the salesforce ecosystem.
They are certified Salesforce ISV Partner with quite 1025+ installations. Cloud Maven’s expert developers has developed multiple innovative AppExchange products with customization method consistent with business must bridge business process gaps and improve the operational efficiency.
Products and services offered are as follows:
Credit Checker - Consumer
Criminal Checker
Credit Checker – Commercial
Medical Insurance & Eligibility Benefits
Bank Connect
OFAC Checker
Virtual Inspection
Secure File Transport
Pharmacy Benefit
Services :
Consulting & Advisory Services
Analysis & Design
Integration
Software Development
Sustainability
Salesforce Accelerators
Bank Connect, powered by Plaid, is an application that automates business workflow by forming a connection between lenders and borrowers for carrying out loan-related activities inside Salesforce. Cloud Maven, Inc., the recipient of the 2021 Salesforce Partner Innovation Award and a certified Salesforce ISV Partner, has created this solution. It understands user's investment pattern and visualizes their finances for making decisions pertaining to loan sanction. This solution is free for 30 days on the Salesforce AppExchange. If you have any further questions, please contact us at info@cloudmaveninc.com and follow us on LinkedIn and Twitter.