LASER Financial Account Access

Pulls comprehensive Plaid reports containing bank statements, historical transactions, and more directly into Salesforce. After receiving authorization, users can quickly view key points of informations like NSFs, Deposits, Average Balances, and more from a custom component, broken down by account type!

Authenticate a Customer’s Plaid Authorization via email with the click of a button – directly within Salesforce – or automate this step from your website

After consent has been give by the Customer, immediately retrieve their bank data broken down by Plaid Account name

Using the app’s built-in custom component, see aggregated account information at a glance in Salesforce from wherever you wish

Re-Authenticate and Retrieve the most up-to-date information whenver you want, and customize the timeline of data you are pulling

But don’t just take it from us…

Here’s what Plaid has to say:

THE PROBLEM
Most lenders struggle to gain a holistic picture of their applicants due to the amount of work and time it takes to collect income information, account balances, and asset history. It’s also a cumbersome process to get borrowers to connect their bank accounts to receive capital and repay loans.
THE SOLUTION
Plaid provides borrowers with an easy, streamlined loan experience while giving lenders access to the user-permissioned bank, payroll, and document uploaded data they need to make informed lending decisions.