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.
Initiate the purchase process based on a finalized quote or customer intent.
Collect detailed information from clients to create a formal customer record.
Collect feedback on customer satisfaction to drive improvements and retention.
Allow users to request product demos or free trials, signaling strong buying intent.
Stop waiting months. Get your AI-native business platform running before your coffee gets cold.