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 prospects to formally request pricing or proposals for services/products.
Plan, execute, and track multi-channel marketing campaigns (email, social, paid ads).
Submit receipts for expense reimbursement or record-keeping.
Automatically send follow-up emails or content based on lead behavior.
