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.
Allow users to request product demos or free trials, signaling strong buying intent.
Record safety incidents, near-misses, or workplace accidents for compliance and analysis.
Record formal warnings or corrective actions taken against employees.
Initiate the purchase process based on a finalized quote or customer intent.
