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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Alliant Credit Union grows deposits and streamlines account verification with Plaid

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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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Branch achieves real-time payments and connected financial accounts with Plaid

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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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Capitalise boosts SME loan application completion and pre-approvals with Plaid

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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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Coinbase scales secure crypto onboarding and ID verification with Plaid

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Copilot achieves real-time financial insights and better user engagement with Plaid

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Credit Union of Texas improves member personalization with Plaid

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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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Green Dot expands customer access to fintech apps with Plaid

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H&R Block expands digital banking and financial health offerings with Plaid

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Invitation Homes reduces lease application time and fraud risk with Plaid

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Klover drives customer engagement and financial insights with Plaid

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

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Livble increases rent payment flexibility and approval rates with Plaid

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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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Mollie increases onboarding conversion by 10% with Plaid

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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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PadSplit speeds income verification and underwriting with Plaid

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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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Public streamlines onboarding and secure authentication with Plaid

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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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Slope builds instant B2B BNPL risk decisioning with Plaid

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SoFi achieves real-time financial insights with Plaid

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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 achieves real-time data connectivity with Plaid Core Exchange

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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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Veridian Credit Union reduces fraud and friction with Plaid

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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 achieves faster loan pre-approvals with Plaid

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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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