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 Automate your entire underwriting process to eliminate slow, outdated bank account verification methods.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

Financial institutions increasingly require advanced software solutions to effectively utilize the vast amounts of data they gather regarding their services and customer interactions. This software must be capable of real-time data analysis to uncover correlations and recognize emerging trends. Additionally, it should generate comprehensive reports and visual representations of these complex analyses, which can assist the bank's leadership in making informed decisions. By analyzing all services available through the bank's active retail channels, targeted marketing strategies can be crafted, such as providing tailored value-added services that enhance the overall customer experience. To help banks maximize the potential of their extensive data and develop a thorough understanding of the information crucial for strategic insights, Auriga has introduced the WWS BAM (Business Analytics Management) system, which streamlines the analytics process and empowers decision-makers with actionable intelligence. This innovative approach not only enhances operational efficiency but also positions banks to adapt swiftly to market changes and customer preferences.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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

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

Auriga

Country

United States

Website

www.aurigaspa.com/en/banking/products-and-solutions/business-analytics/wws-business-analytics-management/

Product Features

Product Features

Data Analysis

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

Alternatives

Alternatives