Bank Connect (Powered by Plaid) - Easiest way to authenticate a bank account, pull bank transactions, account balances, investments and assets inside salesforce.


Bank Connect (Powered by Plaid) is an advanced bank verification application enabling lenders to verify a potential borrower’s banking information online instantly, including transactions, balances, income, and investment, etc. all in real-time. Previous methods for performing this process created many problems for both the lender and borrower, including inconvenience, delay, inaccuracy, and fraud.
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How will this app make my life easier?

You might be a lender that needs to analyze a borrower’s financial information. You might be a business that needs to verify the identity of a consumer. Either way, in an ideal world, you would be able to do this quickly, seamlessly, and safely. Bank Connect lets you do just that.

Easy authentication

Speed up account on-boarding.

Support ongoing payments for all accounts.

Able to access user bank data instantaneously.

Speed up account on-boarding.

Speed up account on-boarding.

Support ongoing payments for all accounts.

Able to access user bank data instantaneously.

What can I do with this app?

Through an easy and intuitive dashboard, this native Salesforce application gives you access to a variety of customizable options for the bank data you need.

Banking application development, integration, and implementation costs can get pretty high, which is why this easy-to-use app is that much more efficient. It’s ready to go, whenever you are.

Instantly Authenticate Bank Accounts

Simply input a few pieces of information, check the boxes of what you need, and click submit. Users receive secure credentials that allow them to select and connect to their bank account.

Visualize the user’s finances

Easily retrieve a consolidated summary from the user’s bank with account balances, transaction history, and account holder identity information.

Obtain transaction insights

Review clean transaction data that includes category, location, and merchant name. Data is standardized across institutions, making it easy to read.

Instantly Authenticate Bank Accounts

Simply input a few pieces of information, check the boxes of what you need, and click submit. Users receive secure credentials that allow them to select and connect to their bank account.

Visualize the user’s finances

Easily retrieve a consolidated summary from the user’s bank with account balances, transaction history, and account holder identity information.

Obtain transaction insights

Review clean transaction data that includes category, location, and merchant name. Data is standardized across institutions, making it easy to read.

Understand user’s investments

Gain insight into a user’s investment accounts, including account balances, holdings, and transactions that create a change in a holding.

Reduce overdrafts and NSF fees

Protect against overdraft and NSF fees by having visibility into available funds before you make transfers.

Enable account pre-funding

Enable pre-funding of accounts with immediate insight into borrower’s balances.

Understand user’s investments

Gain insight into a user’s investment accounts, including account balances, holdings, and transactions that create a change in a holding.

Reduce overdrafts and NSF fees

Protect against overdraft and NSF fees by having visibility into available funds before you make transfers.

Enable account pre-funding

Enable pre-funding of accounts with immediate insight into borrower’s balances.

Frequently Asked Questions

Yes, we offer 30 risk free trials.

Auth, Transactions, Assets, Balance, Investments, Income

Up to 2 Years of Categorized data

Yes. The application can be customized to meet your requirements.

Yes, Emails can have Logos and Content based on branding

Yes, our expert will help you with full automation.

Yes, Real-time as well as historical balances

Are you ready to make your life easier with instant bank account authentication? Try a 30-day free trial or get the solution right away.

Find us on Salesforce’s AppExchange.

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