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.
Collect feedback from departing employees for retention and process improvement.
Test different subject lines, layouts, or call-to-actions to optimize marketing effectiveness.
Collect detailed information from clients to create a formal customer record.
Request and approve budgets for projects, departments, or initiatives.
