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.
Collect detailed information from clients to create a formal customer record.
Monitor spending on ad platforms (Google Ads, Meta, LinkedIn) and compare ROI.
Verify and record inbound goods from suppliers.
Capture potential customer information for sales follow-up and nurturing.
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