Audience

Companies interested in a solution to manage their credit decisions and risk analysis operations

About Cloudsquare BankLink

Get access to real-time data for bank verifications and make more accurate credit decisions with Cloudsquare BankLink’s easy-to-use user interface. Cloudsquare BankLink is a risk analysis software that integrates Salesforce with the safest and most customer-friendly financial account verification platform, Plaid. Run effortless cash flow analysis. Make faster and more accurate credit decisions. Fully automate your underwriting process. Stop using slow, inefficient, and outdated processes for bank account verification and instead provide merchants with an easy and more secure way to provide sensitive bank information. By connecting to Plaid transactions and balances products, Cloudsquare BankLink gives you instant access to borrower data and helps determine if they will be able to pay back a loan. In addition to transactions, balances, and financial bank details, Cloudsquare BankLink pulls identity and asset info into your Salesforce CRM as well.

Integrations

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Company Information

Cloudsquare
Founded: 2018
United States
cloudsquare.io/salesforce-products/cs-banklink-app/

Videos and Screen Captures

Cloudsquare BankLink Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

Cloudsquare BankLink Frequently Asked Questions

Q: What kinds of users and organization types does Cloudsquare BankLink work with?
Q: What languages does Cloudsquare BankLink support in their product?
Q: What kind of support options does Cloudsquare BankLink offer?
Q: What other applications or services does Cloudsquare BankLink integrate with?
Q: What type of training does Cloudsquare BankLink provide?

Cloudsquare BankLink Product Features