Technology is supposed to make life easier and so will Bank Connect (Powered by Plaid©).

What comes to mind when we say “bureaucracy”?
If banks didn’t make your top 5, then you must work in the government. Bank transactions are notoriously difficult and not efficient. Have you ever dreamed of being able to safely authenticate bank accounts and pull bank data with (just a few) clicks of a button?

Lucky for you, we did dream it and didn’t stop there. We believed we could help you out with our Bank Connect app. Bank connect provides the easiest way for users to connect their bank accounts.

With so many new applications on the market, especially Salesforce apps, the competition is stiff. We want software that adds value to our lives in meaningful ways.

And because our app is native to Salesforce, integration is that much easier.

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.

Easy authentication

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.

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.

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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