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.
Apply for credit terms with vendors or financial institutions.
Initiate the purchase process based on a finalized quote or customer intent.
Collect emails and consent for marketing communication via newsletters and announcements.
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Stop waiting months. Get your AI-native training module running before your coffee gets cold.