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.
Track completed trainings, certifications, and continuing education records.
Submit tax-related documents for compliance and record-keeping.
Automatically send follow-up emails or content based on lead behavior.
General inquiries or messages from prospects; starts the sales conversation.
