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.
Automatically send follow-up emails or content based on lead behavior.
Gather new hire details, assign equipment, and initiate onboarding tasks.
Allow employees to update personal, banking, or emergency contact details.
Initiate the purchase process based on a finalized quote or customer intent.
