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.
General inquiries or messages from prospects; starts the sales conversation.
Request and approve business travel, including estimated costs and itinerary.
Measure conversions, bounce rates, and engagement for marketing landing pages.
Collect feedback from departing employees for retention and process improvement.
