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.
Register prospects for sales-related events, webinars, or conferences.
Record increases or decreases in stock due to loss, damage, cycle counts, etc.
Initiate the purchase process based on a finalized quote or customer intent.
Track completed trainings, certifications, and continuing education records.
