Move from conversations to outcomes
With Plaid Link built into Sierra, your customers can connect a bank account without leaving the conversation, so your agent can keep going.
Less friction. Better customer experiences.
With Plaid Link and Sierra Horizon, customers connect their accounts and stay engaged.
Plaid Link opens in the conversation
Users connect a bank account through a permissioned Plaid Link flow, without switching apps, opening another tab, or starting over.
The agent keeps the task moving
Once a customer connects an account, your Sierra agent can determine the next step, request permission to access the information it needs, and keep working toward the desired outcome.
Reconnect without starting over
If an account needs to be reconnected, the agent can prompt the end users right in the conversation, without sending them to another channel.
Unlock more financial use cases
Connecting an account can do more than keep the conversation moving. With permissioned financial data from Plaid, Sierra agents help customers take the next step across a range of financial experiences.
Turn financial data into action
Plaid Link lets your customers connect their financial accounts right in the conversation, giving your Sierra agent permissioned financial data to help resolve more requests.
Keep your customers in control
Your customers choose what financial data they share through Plaid Link, while Sierra helps businesses manage the AI powered experience around that data.
Clay Bavor
Co-Founder, Sierra
