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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 Automate your entire underwriting process to eliminate slow, outdated bank account verification methods.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
PocketGuard's primary goal is to assist users in maintaining their spending below their earnings. To achieve this, we introduced the IN MY POCKET feature, which calculates the available funds for discretionary spending after accounting for bills, goals, and essential expenses. Users can categorize their bills and expenditures into various sections, allowing for personalized budgeting tailored to individual needs. Additionally, by analyzing spending habits, users can identify their highest expenses and eliminate unnecessary costs, like that daily coffee habit that can add up significantly over time. The app also enables users to aggregate their financial accounts, including banks, credit cards, loans, and investments, in one convenient location, helping them monitor their account balances and overall net worth. Importantly, we prioritize user security and do not require bank credentials to begin using the app. Users are welcome to explore PocketGuard by manually tracking their transactions and can link their bank accounts at any point later on, ensuring a flexible and user-friendly experience. Ultimately, PocketGuard is designed to empower users to take control of their finances effectively.
API Access
Has API
API Access
Has API
Integrations
Cloudsquare Lend
Conga Billing
Docusign
MuleSoft Anypoint Platform
Plaid
Salesforce
Integrations
Cloudsquare Lend
Conga Billing
Docusign
MuleSoft Anypoint Platform
Plaid
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Free
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
PocketGuard
Country
United States
Website
pocketguard.com
