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.
Collect feedback from departing employees for retention and process improvement.
Verify and record inbound goods from suppliers.
Capture potential customer information for sales follow-up and nurturing.
