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.
Create and refine target personas for personalized marketing efforts.
Plan, execute, and track multi-channel marketing campaigns (email, social, paid ads).
Apply for credit terms with vendors or financial institutions.
Get the Financial Circuit Breaker integrated into your AI stack immediately. No procurement nightmares.