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.
Record formal warnings or corrective actions taken against employees.
Automatically send follow-up emails or content based on lead behavior.
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Submit receipts for expense reimbursement or record-keeping.
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