Plaid
Verafin
QuoteMedia
Digital Insight
Ensenta
FIS Global
Banno
Dianomi
CliPlace
HelpJuice
HiOperator
Hypetrain.io
Customer Service Academy by Freshdesk
App Samurai
Coda
Insense
The customer self-service portal for HubSpot allows customers to manage tickets themselves, view change history, and add notes to tickets. Our customer portal is a convenient tool that improves the quality of support.
Plaid CliPlaceNo CliPlace videos yet. You could help us improve this page by suggesting one.
We set a goal to increase the level of customer support. After customer surveys, we realized that they need to be aware of their own tickets. This feature is absent in HubSpot. We found an alternative - CliPlace ticket portal. This contributes greatly to our goal.
Based on our record, Plaid seems to be more popular. It has been mentiond 78 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Oh this is a https://plaid.com/ use case I think. - Source: Hacker News / almost 3 years ago
My company made a financial dashboard for small businesses that aggregates information from financial institutions into a simplified view. The problem I need to solve: our only way of showing what it looks like when in use, is by connecting our own bank accounts + credit cards, but of course that exposes our personal info. I'd like to setup a demo account using fake financial data that simulates a real world... Source: about 3 years ago
I have been looking into this and found Plaid, Yodlee, and Flinks. I am not 100% if any of these will work. Source: about 3 years ago
Yeah I fully expect to pay, but I am sure there are companies that do this. It's simply reading data, I am not touching anything within the user's bank account. Places like Australia are quite big on open banking I believe, that allows, with proper verification, to access bank account information. I've just found one company plaid.com, it doesn't have all the institutions I was hoping for but the majority of big... Source: about 3 years ago
Switching platforms won't help. Every money visualization app on the market uses plaid to fetch their data, so every app will have the same data quality issues. Source: about 3 years ago
Verafin - Verafin provides compliance, anti-money laundering, and fraud detection software.
HelpJuice - Helpjuice offers powerful, easy-to-use knowledge base software designed to help teams reduce support emails by up to 50%, improve internal collaboration, and create happier customers. It's trusted by companies worldwide to streamline knowledge sharin
QuoteMedia - Financial web tools that allow users to access real-timeโ stock quotes, with live charts and NASDAQ level 2 data.
HiOperator - HiOperator is a virtual assistant that answers phone calls, chats with customers, provides in-app help, takes orders, and provides support.
Digital Insight - Digital Insight provides digital banking solutions to mid-market banks and credit unions.
Hypetrain.io - Launch and execute influencer marketing campaigns