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.
Collect feedback on customer satisfaction to drive improvements and retention.
Automatically send follow-up emails or content based on lead behavior.
Submit tax-related documents for compliance and record-keeping.
Capture potential customer information for sales follow-up and nurturing.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.