Bank Connect :Product Features
Bank Connect helps financial institutions, fintech companies, and other businesses integrate Plaid Exchange with their Salesforce CRM.
Bank Connect Salesforce integration allows banking and financial organizations to get end-to-end operational visibility, drive productivity, minimize data duplication, and harness their data. It offers many key features including-
Bank Connect as an App in Salesforce
Bank Connect will be installed in Salesforce as an App to make it more feasible for users.
Easily Connect to Financial Institution
Easily Connect a Financial Institution using Bank Connect. Bank Connect uses Plaid to link your Bank.
Get Transactions on demand
Get Transaction on demand with single click.
Related Accounts and Transactions
See all Bank Accounts and respective Transactions of a Bank Link with fewer clicks.