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.
Plan, execute, and track multi-channel marketing campaigns (email, social, paid ads).
Request and document the removal or destruction of obsolete, damaged, or expired inventory.
Submit and track PTO, sick leave, or other time-off requests, including approval workflow.
Initiate the purchase process based on a finalized quote or customer intent.