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.
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Allow users to request product demos or free trials, signaling strong buying intent.
Request and approve budgets for projects, departments, or initiatives.
Allow prospects to formally request pricing or proposals for services/products.
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