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.
Gather new hire details, assign equipment, and initiate onboarding tasks.
Request and approve budgets for projects, departments, or initiatives.
General inquiries or messages from prospects; starts the sales conversation.
Automatically send follow-up emails or content based on lead behavior.
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