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.
General inquiries or messages from prospects; starts the sales conversation.
Define reorder points and prevent overstocking or stockouts.
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Collect applicant information for open positions; supports screening and recruitment workflows.
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