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What is MX?

MX enables financial institutions and fintech companies to harness their data effectively, ensuring they thrive in a rapidly evolving industry. Our cutting-edge solutions streamline the processes of collecting, enhancing, analyzing, presenting, and utilizing financial data for our partners. By prioritizing user data, MX converts it into coherent, unified, and visually appealing formats. As a result, users find themselves more engaged and connected with your digital banking services. The Helios cross-platform framework allows MX clients to provide mobile banking solutions across multiple platforms and devices, all built from a single C++ codebase. This approach not only lowers maintenance costs but also encourages a more flexible development strategy, significantly improving the digital banking user experience. With these innovations, financial institutions are well-positioned to anticipate market trends and effectively fulfill customer needs, paving the way for future growth. Ultimately, MX empowers organizations to adapt and flourish in the face of ongoing change.

What is Cloudsquare BankLink?

Obtain real-time banking information for verification needs and improve your credit decision-making process with the intuitive platform provided by Cloudsquare BankLink. This risk assessment tool effortlessly bridges Salesforce and Plaid, which is known for its robust security and focus on customer satisfaction during financial account verifications. Easily perform cash flow assessments and accelerate informed credit decisions. Streamline your entire underwriting workflow to phase out traditional, cumbersome methods of bank account verification. This way, merchants can share sensitive banking details in a more straightforward and secure manner. By connecting to Plaid's offerings for transaction details and account balances, Cloudsquare BankLink grants prompt access to borrower information, enabling you to evaluate their ability to repay loans effectively. Furthermore, alongside financial transactions and balances, Cloudsquare BankLink also incorporates identity and asset data directly into your Salesforce CRM, presenting a holistic overview of each borrower's financial health. This sophisticated integration not only simplifies the verification process but also significantly boosts the efficiency of managing financial evaluations, ultimately leading to better lending outcomes. In today's fast-paced financial landscape, having such streamlined tools is essential for staying competitive and responsive to client needs.

Media

Media

Integrations Supported

CalendarBudget
Dwolla
FPS GOLD Banking Software
LoanPro
Meld
Monarch Money
Moneytree
Moov
Rent Dynamics
Sila
VoPay
ebankIT

Integrations Supported

Cloudsquare Lend
Conga Billing
Docusign
MuleSoft Anypoint Platform
Plaid
Salesforce

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

MX Technologies

Date Founded

2010

Company Location

United States

Company Website

www.mx.com

Company Facts

Organization Name

Cloudsquare

Date Founded

2018

Company Location

United States

Company Website

cloudsquare.io/salesforce-products/cs-banklink-app/

Categories and Features

Bank Verification

Not specified

Banking

Not specified

Big Data

Data Blends
Data Mining
Data Visualization
Data Warehousing
Predictive Analytics

Data Analysis

Data Discovery
Data Visualization
Sentiment Analysis
Statistical Modeling

Embedded Finance

Not specified

Financial Data APIs

Not specified

Financial Reporting

Not specified

Categories and Features

Bank Verification

Not specified

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