Bank Connect, powered by Plaid, is an application that automates the workflow by performing loan-related functions between lenders and borrowers. Cloud Maven, Inc. is a Salesforce certified ISV Partner and the 2021 Salesforce Partner Innovation Award, Winner. The lenders monitor borrower’s financial information and later make decisions for their loan approval. Problems like delay, inaccuracy, inconvenience, etc., are eliminated through this native Salesforce application. The banking details like transaction history, historical balances and assets are obtained seamlessly through proper metric analysis and help the lenders to check every piece of information systematically, as they are presented through an intuitive dashboard. It simply requires basic information for performing bank account authentication about transactions, investments and finances. The finances can be visualized by easy retrieval of consolidated bank data from the user’s bank account, which is obtained from any Salesforce standard or custom object. It gains insights related to the account holder’s information and transaction history for understanding the investment pattern. By doing so, the account holder position can be improved through this app. It reduces NSF fees and overdrafts for checking the available funds before performing any transfers. It is available on Salesforce AppExchange, with a free 30-day trial period. For any doubts, please contact: info@cloudmaveninc.com