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.
Initiate the purchase process based on a finalized quote or customer intent.
Request and approve budgets for projects, departments, or initiatives.
Test different subject lines, layouts, or call-to-actions to optimize marketing effectiveness.
Create and refine target personas for personalized marketing efforts.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.