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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 Automate your entire underwriting process to eliminate slow, outdated bank account verification methods.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

MX empowers financial institutions and fintech companies to leverage their data in a way that allows them to excel in a swiftly changing sector. Our innovative solutions facilitate the rapid and straightforward collection, enhancement, analysis, presentation, and application of financial data for our clients. By placing a user’s data front and center, MX transforms it into clear, unified, and engaging visual representations. Consequently, users become more engaged and involved with your digital banking offerings. The Helios cross-platform framework equips MX clients with the capability to deliver mobile banking services across various platforms and devices, all constructed from a single C++ codebase. This significantly reduces maintenance expenses and fosters a more agile development approach, ultimately enhancing the overall user experience in digital banking. With these advancements, financial institutions can stay ahead of the curve and better meet the demands of their customers.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CalendarBudget
Cloudsquare Lend
Conga Billing
Docusign
Dwolla
FPS GOLD Banking Software
LoanPro
Meld
Monarch Money
Moneytree
Moov
MuleSoft Anypoint Platform
Plaid
Rent Dynamics
Salesforce
Sila
VoPay
ebankIT

Integrations

CalendarBudget
Cloudsquare Lend
Conga Billing
Docusign
Dwolla
FPS GOLD Banking Software
LoanPro
Meld
Monarch Money
Moneytree
Moov
MuleSoft Anypoint Platform
Plaid
Rent Dynamics
Salesforce
Sila
VoPay
ebankIT

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

MX Technologies

Founded

2010

Country

United States

Website

www.mx.com

Product Features

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Big Data

Collaboration
Data Blends
Data Cleansing
Data Mining
Data Visualization
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates

Data Analysis

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Alternatives

Alternatives

Finicity Reviews

Finicity

Mastercard