Plaid B2B Case Studies & Customer Successes

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Plaid is used by thousands of digital financial apps and services like Betterment, Expensify, Microsoft and Venmo, and by many of the largest banks to make it easy for consumers to connect their financial accounts with the apps and services they want to use. Plaid connects with over 11,000 financial institutions across the U.S, Canada and Europe. The company was founded in 2013 by Zach Perret and William Hockey and is headquartered in San Francisco, CA.

Case Studies

Showing 74 Plaid Customer Success Stories

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The rise of pay by bank with Adyen

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Affirm - Customer Case Study

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Growing deposits while future-proofing for open banking

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Alto achieves average $50 savings on high-value prescriptions with Plaid Auth (Plaid)

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Approve Owl doubles web-lead sales and speeds loan decisions with Plaid

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Astra achieves personalized, automated money management and seamless account transfers with Plaid

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Banxa achieves 90% document-free, 15-second crypto onboarding with Plaid

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Betterment achieves higher lifetime value and faster account funding with Plaid

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BlueVine achieves 4x faster loan decisions with Plaid

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A fast, flexible payday solution

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Brigit prevents overdrafts and saves users over $100M with Plaid

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Building Stack prevents $36K/month in fees and boosts bank coverage 400% with Plaid

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Canopy achieves 60-second renter verification and 25% cost reduction with Plaid

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How Capitalise & Plaid are Reshaping SME Funding

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Carvana achieves instant payment verification and faster approvals with Plaid

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ChangEd achieves faster student loan payoffs and 30% higher onboarding conversions with Plaid

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Chime achieves 3.2x more account funding and 3x higher 12-month retention with Plaid

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A look at the future of crypto with Coinbase

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Copilot - Customer Case Study

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Credit Union of Texas is turning transaction data into insights

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Cushion (consumer bill-pay app) achieves BNPL bill‑pay transformation and streamlined payments with Plaid

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Drop achieves rapid growth and personalized, frictionless rewards with Plaid

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Dutchie boosts pay-by-bank adoption and cuts ACH returns with Plaid

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Ellevest achieves a 2.1x increase in onboarding conversion with Plaid

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Esusu achieves 35% reduction in user attrition and 25 hours/month time savings with Plaid

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Financial Gym achieves 90% transaction categorization accuracy and slashes trainer prep time with Plaid

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First Tech Federal Credit Union achieves 5x higher average initial funding with Plaid

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Flexport unlocks more client financing and higher credit limits with Plaid

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Cryptocurrency exchange Gemini achieves 8x faster account funding and higher conversions with Plaid

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Improving data connectivity for millions

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Expanding into mobile banking tech with H&R Block

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Invitation Homes reduced lead-to-lease time by 60%

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Klover is boosting engagement with better data

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LendingTree achieves 60% more logins and 3.7x revenue per user with Plaid

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Revolutionizing rent payments with Livble

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Live Oak Bank achieves instant account verification and reduced fraud with Plaid

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Metal achieves $75K+ in prevented fraud and 7-second account linking with Plaid

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Increasing Onboarding Conversion by 10%

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MoneyLion achieves a modern, high-conversion financial marketplace with Plaid

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MSU Federal Credit Union achieves 8,000+ fintech connections and 67% fewer support tickets with Plaid

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A fairer, faster way to unlock affordable housing

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Petal achieves 30% reduction in portfolio risk with Plaid

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Placid Express achieves faster, lower-fee, and more secure remittances with Plaid

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Positive Finance achieves seamless payroll-based employee giving and impact investing with Plaid

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Possible cuts application time 37% and boosts approval rates 10% with Plaid Layer

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Prosper achieves ~80% successful bank-account connections and improved verification reliability with Plaid

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Making the markets work for everyone

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Purpose Financial achieves a 71% lift in instant income verification with Plaid

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Qapital achieves $2.7M in overdraft-fee avoidance and boosts member savings with Plaid

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Robinhood achieves $100M in unlocked instant funds with Plaid Signal

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Savi achieves 5x better loan-data connections and 25% more paying customers with Plaid

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Shift achieves seamless digital payments and a 60% increase in on-the-spot car sales with Plaid

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Building BNPL for global B2B payments with Slope

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SoFi - Customer Case Study

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SoLo Funds (peer-to-peer lending platform) achieves a 77% onboarding conversion rate with Plaid

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Investing platform Stash boosts deposits by 19% with Plaid

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Steady achieves a $5,500 average annual income increase and faster onboarding with Plaid

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Stilt boosts loan disbursals 20% and cuts application time to 3 minutes with Plaid

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TAB Bank - Customer Case Study

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The Beans reduces financial stress for healthcare and teaching employees with Plaid

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Uphold cuts return losses 80% and speeds fund access with Plaid

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Varo Bank achieves seamless migration for millions and 60% greater user engagement with Plaid

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Varo achieves 15% better account-linking success with Plaid

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How Veridian Credit Union fights fraud and lowers customer friction

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Vola (fintech for the financially underserved) saves users $18M in overdraft fees with Plaid

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Wave achieves faster ACH payouts and major fraud reduction with Plaid

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Wethos achieves 6x user retention and a 6-week embedded banking launch with Plaid (partnering with Unit)

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Wonderschool achieves automated, streamlined childcare payments with Plaid

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Yotta achieves faster settlements, higher customer engagement, and reduced ACH fraud with Plaid Signal

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Zeta achieves rapid, democratized access to financial data for millennial couples with Plaid

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Ziggma Portfolio Manager boosts user engagement and connects $100M in assets with Plaid

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Zillow Home Loans pre-approves loans with Plaid-verified assets 29% faster

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Zip (BNPL provider) automates AML compliance and cuts alert review time 77% with Plaid Monitor (Plaid)

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Zirtue increases conversions by 10% and prevents overdraft fees with Plaid

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