Bank Connect, powered by Plaid, is an application that automates the business workflow by forming a link between lenders and borrowers for loan activity inside Salesforce. For this, Cloud Maven, Inc., the winner of the 2021 Salesforce Partner Innovation Award and a Salesforce certified ISV Partner, has developed this app. It gathers the banking information of a specific borrower from any Salesforce custom or standard object, allowing lenders to monitor their bank details and make loan sanction decisions. Lenders and borrowers are no longer plagued by fraud, delay, and inaccuracy issues. By connecting the borrower's bank account with the Salesforce system, instantly authenticates the bank account's balances, assets, and transaction history. This app assists lenders in understanding the user's investments and visualizing their finances by easily retrieving data from available bank data. The transaction insights are obtained to analyze the banking activity related to investments, balances, and so on. It reduces NSF fees and overdrafts to improve the account holder's position and provides insights via an easy-to-use dashboard. With a free 30-day trial period, this application is available on Salesforce AppExchange. Do follow us on LinkedIn and Twitter and for more updates, contact: info@cloudmaveninc.com