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

Copilot - Customer Case Study

Copilot, a personal financial management app, sought to provide users with high-quality, actionable financial insights but needed access to comprehensive and reliable consumer-permissioned data from a wide range of institutions. To build a world-class user experience, founder Andrés Ugarte turned to Plaid to solve the core challenge of accessing cleansed, categorized, and enriched financial data.

Using Plaid, Copilot gained access to a broad coverage network for both banking and investment data, enabling features like "Month in Review" and detailed investment performance tracking. The high-quality data from Plaid allowed Copilot to deliver meaningful insights that drove user engagement and growth. This solution, backed by Plaid's responsive support, helped make Copilot one of the highest-rated apps in the App Store with over five thousand five-star ratings and enabled plans for rapid international expansion.

Copilot

Andrés Ugarte

Founder & CEO