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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Access real-time banking data for verification purposes and enhance your credit decision-making with the user-friendly interface of Cloudsquare BankLink. This risk analysis tool seamlessly connects Salesforce with Plaid, a highly secure and customer-centric financial account verification platform. Conduct cash flow analyses with ease and make quicker, more informed credit decisions. Automate your entire underwriting process to eliminate slow, outdated bank account verification methods. Instead, offer merchants a straightforward and secure means of sharing sensitive banking information. By linking to Plaid's products for transactions and balances, Cloudsquare BankLink provides immediate access to borrower data, helping you assess their loan repayment capabilities. Moreover, in addition to financial transactions and balances, Cloudsquare BankLink also integrates identity and asset information directly into your Salesforce CRM, offering a comprehensive view of each borrower’s financial situation. This advanced integration not only streamlines the verification process but also enhances overall efficiency in managing financial assessments.

Description

You can quickly open an account in just a few minutes with a minimum deposit of only $10. Design your own trading strategies for or against various companies and ETFs without worrying about commission fees or contracts. The concept of zero commission has evolved; now, you can accumulate Gatsby Rewards points with every qualifying trade you make. Discover the details of the Gatsby Rewards program and see what trades your friends are engaging in. Stay informed as the Gatsby community shares its responses to significant news and corporate updates. With Gatsby, users have the opportunity to earn points from each eligible trade, which can be converted into cash at the end of the month. You can seamlessly trade stocks and options while incorporating traditional investment methods with Gatsby. To fund your Gatsby account easily, link your bank account through the app by going to settings and selecting the option to deposit money. The verification of ACH bank connections is facilitated by Plaid, which requires your banking credentials, and in most instances, these transactions are reflected in your buying power almost instantly after they are approved. Additionally, this streamlined process makes it convenient for users to start trading right away.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Plaid
Cloudsquare Lend
Conga Billing
Docusign
MuleSoft Anypoint Platform
Salesforce

Integrations

Plaid
Cloudsquare Lend
Conga Billing
Docusign
MuleSoft Anypoint Platform
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$10 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Cloudsquare

Founded

2018

Country

United States

Website

cloudsquare.io/salesforce-products/cs-banklink-app/

Vendor Details

Company Name

Gatsby

Founded

2018

Country

United States

Website

www.trygatsby.com

Product Features

Alternatives

Alternatives