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.
Reserve inventory for specific sales or production orders.
Collect feedback from departing employees for retention and process improvement.
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
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