November 19, 2025
Helping community banks and credit unions bring their trusted customer experience into the digital age
Updated on November 20, 2025
Community banks and credit unions are an essential part of the financial ecosystem and play a vital role in their customers’ lives. They are often the first point of contact when someone opens a checking account, applies for a loan, or seeks advice on financial well-being. Unlike larger institutions with dedicated technology teams, many operate with leaner resources but face the same digital experience expectations from their customers and members.
When customers can’t connect their accounts or update their information in the apps they use every day, they often turn to their bank for help. This can erode trust and pull already lean teams away from serving their communities. Without a direct way to resolve these issues, even C-suite leaders sometimes step in to troubleshoot through manual, time-consuming processes.
Every financial institution, regardless of size, should have access to the same tools that power the modern financial ecosystem. That’s why Plaid is expanding the Data Partner Dashboard to community banks and credit unions, giving them visibility and control to resolve connection issues, manage connection health, and update their branding – all in one self service tool. By putting these tools directly in their hands, Plaid is helping institutions strengthen trust, save time, and deliver the seamless digital experiences their customers and members expect.
What’s included in the Data Partner Dashboard
The Data Partner Dashboard brings together the tools financial institutions need to manage their connection to Plaid’s network in one place. Whether it’s updating how their brand appears in Plaid Link or verifying accounts so customers can use apps they rely on to pay friends, track spending in their budgeting apps, or finance a big purchase, institutions can now take action themselves, reducing back-and-forth support requests and giving customers a more seamless experience.
Here’s what you can do with the dashboard:
Enable seamless account connections
Help customers easily and securely connect their accounts to the financial apps they use every day, for budgeting, investing, or payments, without the friction of manual verification or microdeposits. Community banks and credit unions can take a more active role in maintaining a smooth connection experience for their customers and members.
Monitor and manage your connection health
View how your institution is performing on the Plaid Network, including connection reliability and conversion rates. The dashboard also lets you take quick troubleshooting actions—like securely approving Plaid traffic from your network—so customers can reconnect faster and enjoy a consistent, reliable experience across apps.
Update your branding
You can update logos, names, and URLs to ensure customers always see the right information across Plaid-powered apps.
Turning insights into better customer experiences
With the Data Partner Dashboard, institutions can see more than just how their connections perform; they can understand how this impacts the customer experience. This visibility helps community banks and credit unions identify trends, resolve issues quickly, and continually improve the quality of their digital connections.
As Plaid expands the dashboard with deeper analytics and performance insights, institutions will have even more ways to optimize their digital touchpoints and strengthen customer trust. Together, these capabilities move beyond troubleshooting to create a foundation for more proactive, connected digital experiences.
Partnering for a stronger financial network
Community banks and credit unions have always been there for their customers and members. Plaid’s goal is to be there for them. The Data Partner Dashboard gives these institutions powerful tools to help them resolve issues faster, manage their connections directly, and keep their customers’ digital experiences as personal and dependable as their in-branch ones.
For more on how Plaid is investing in connectivity and quality, read our post on reliable financial data access at scale.
Get started
Want to get access to the dashboard? Reach out to your Data Partner Representative or connect with us at openfinance@plaid.com.