Fix bank connection issues before they become tickets
Fin knows what your customer needs. Plaid lets them securely connect their bank account, all within the chat.
Fewer escalations. Faster fixes.
Fin and Plaid bring secure bank linking right into Fin's support chat. It catches problems before customers even notice.
Fin identifies the issueFin recognizes when a customer is having trouble connecting their bank and surfaces the right next step.
Plaid Link opens in the conversationDirectly inside the chat, Plaid Link guides the customer through account connection without opening another window.
Fin continues the conversationOnce the connection succeeds, Fin picks up exactly where it left off and helps the customer finish what they came to do.
Fewer escalations. Faster fixes.
Fin and Plaid bring secure bank linking right into Fin's support chat. It catches problems before customers even notice.
Fin identifies the issueFin recognizes when a customer is having trouble connecting their bank and surfaces the right next step.
Plaid Link opens in the conversationDirectly inside the chat, Plaid Link guides the customer through account connection without opening another window.
Fin continues the conversationOnce the connection succeeds, Fin picks up exactly where it left off and helps the customer finish what they came to do.
1 in 2
U.S. adults with bank accounts already use Plaid to connect to an app or service
12,000+
Plaid Link connects users to 12,000+ financial institutions
~ 36 minutes saved
Cut resolution time from 38 mins to 2 mins
Built for your highest volume support moments
Connect an account without leaving the support conversation.
Complete onboardingHelp customers connect an account without leaving the support conversation.
Reconnect an expired accountWhen a connection needs attention, Fin can surface Plaid Link so the customer can reconnect immediately.
Recover failed bank connectionsEnable customers to reconnect through self-service instead of escalating to support teams.
Built for your highest volume support moments
Connect an account without leaving the support conversation.
Complete onboardingHelp customers connect an account without leaving the support conversation.
Reconnect an expired accountWhen a connection needs attention, Fin can surface Plaid Link so the customer can reconnect immediately.
Recover failed bank connectionsEnable customers to reconnect through self-service instead of escalating to support teams.
