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 employees to update personal, banking, or emergency contact details.
Automatically send follow-up emails or content based on lead behavior.
Capture potential customer information for sales follow-up and nurturing.
Register prospects for sales-related events, webinars, or conferences.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.