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.
Manage order returns, process returned goods, and update inventory accordingly.
Allow prospects to formally request pricing or proposals for services/products.
Gather new hire details, assign equipment, and initiate onboarding tasks.
Onboard and approve new vendors with necessary compliance and financial information.
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