Next-gen automation platform for your business
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.
Automatically send follow-up emails or content based on lead behavior.
Test different subject lines, layouts, or call-to-actions to optimize marketing effectiveness.
Record increases or decreases in stock due to loss, damage, cycle counts, etc.
Capture potential customer information for sales follow-up and nurturing.
