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What is WESE Core Banking Software?

Financial institutions require banking software that is efficient, dependable, and tailored to their needs. We offer comprehensive consulting and support services for both technical and functional aspects of banking software, specifically for financial entities using the Temenos Transact (T24) and TAAT's WESE core banking systems. Additionally, we are a recognized partner in the Mifos initiative, enhancing our commitment to the sector. Client Management includes features such as multilingual support, unlimited document attachment, a streamlined customer approval process, options for customer closure and blacklisting, as well as verification and approval for new customers. In the realm of Business Management, we emphasize social performance measurement, accounting, and reporting, along with efficient workflow management and user roles and permissions, all while ensuring full cash management customization. Our financial product offerings encompass a variety of accounts, including shared savings accounts, current and checking accounts, term deposits, collateral loans, agriculture loans, open-end/top-up loans, and line of credit loans, with the ability for incremental disbursement. This diverse array of services ensures that our clients can meet their unique banking needs effectively.

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.

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Integrations Supported

Cloudsquare Lend
Conga Billing
Docusign
MuleSoft Anypoint Platform
Plaid
Salesforce

Integrations Supported

Cloudsquare Lend
Conga Billing
Docusign
MuleSoft Anypoint Platform
Plaid
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$1000
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Taat Consulting

Date Founded

2016

Company Location

Zimbabwe

Company Website

www.taatconsulting.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

Categories and Features

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