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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 Automate your entire underwriting process to eliminate slow, outdated bank account verification methods.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

Numerated is an emerging financial technology firm backed by venture capital that is facilitating the digital transformation within banking institutions. By leveraging data, the platform simplifies the process of originating bank products, alleviating the burden of work for both customers and lenders. Initially developed within one of the leading SBA banks in the nation, Numerated transitioned into an independent entity following a significant venture capital investment. This innovative platform enhances the speed, simplicity, and efficiency with which businesses can acquire financial products from banks and credit unions. Numerated offers a diverse array of business banking solutions, including opening deposit accounts, term loans, lines of credit, SBA loans, overdraft services, equipment financing, commercial real estate loans, working capital lines, credit cards, and loan reviews and renewals, among others. The platform empowers businesses to submit applications for any product, at any time, and from anywhere, while ensuring rapid decision-making on those applications without compromising on necessary controls. Overall, Numerated is transforming the banking landscape by making financial services more accessible to businesses.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Cloudsquare Lend
Conga Billing
Docusign
Equifax BusinessConnect
Experian Aperture Data Studio
LexisNexis InterAction
MuleSoft Anypoint Platform
PayNet Cloud
Plaid
Salesforce

Integrations

Cloudsquare Lend
Conga Billing
Docusign
Equifax BusinessConnect
Experian Aperture Data Studio
LexisNexis InterAction
MuleSoft Anypoint Platform
PayNet Cloud
Plaid
Salesforce

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

Numerated

Founded

2017

Country

United States

Website

www.numerated.com

Product Features

Product Features

Online Banking

Brokerage
Cash Management
Chat / Messaging
Credit Card Management
Electronic Statements
Fraud Detection
Loan Management
Marketing Automation
Retail Banking
Single Sign On
Transaction Monitoring

Alternatives

Alternatives