Plaid is a financial data platform that powers fintech and digital finance products. It allows consumers and businesses to interact with their bank accounts, check balances, and make payments.
Allow users to request product demos or free trials, signaling strong buying intent.
Record safety incidents, near-misses, or workplace accidents for compliance and analysis.
Manage order returns, process returned goods, and update inventory accordingly.
Record and evaluate employee performance; can be linked to goals and review cycles.
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