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Asking people to connect their financial accounts takes trust. That’s why @perplexity_ai built Personal CFO with Plaid. We sat down with @jeffgrimes9 to talk about how it works.
The full Q&A: pla.id/perplexity 🔌
Plaid retweeted
What a week! Thanks @money2020 for the amazing experience. Was fun to end the week with a panel on building global, trusted brands.
“Trust is crucial, and Plaid has become a brand people trust for sharing their financial data securely. We believe that when people have access to their data, they have better financial outcomes."
🎤 CMO @hhsayshello closing us out at @money2020, in conversation with @jpmorgan, @i2cinc, and @GOLDCOUNCIL on building narratives people believe in.
Plaid retweeted
The future of lending goes beyond credit scores. 🚀
Great discussion at our @Plaid Credit Breakfast at @money2020 on how cash flow data is reshaping prequalification and expanding access to credit.
Better data. Smarter decisions. More people getting access to credit.
Plaid retweeted
Personal CFO will be available to users in the EU and UK very soon, in partnership with @Plaid
Just in from @money2020: we’re expanding our partnership with @perplexity_ai into the EU and UK.
🎤 @zachperret in conversation with @AravSrinivas:
“I don’t think the frontier of finance is just within finance. I actually think it goes much further, now that you can enable this data to have a real world impact on your life.”
“Trust is crucial, and Plaid has become a brand people trust for sharing their financial data securely. We believe that when people have access to their data, they have better financial outcomes."
🎤 CMO @hhsayshello closing us out at @money2020, in conversation with @jpmorgan, @i2cinc, and @GOLDCOUNCIL on building narratives people believe in.
“Consumers want support to be easy, personalized, and lead to resolution, all in one place.”
🎤 Head of AI GTM Kathleen McGuirk and @DecagonAI CEO @thejessezhang sat down at @money2020 to talk about AI as part of the customer experience.
Plaid retweeted
Fun to chat with @AravSrinivas about agentic finance at Money2020 today.
We are excited to bring @perplexity_ai’s finance tools to Europe and the UK shortly!
Just in from @money2020: we’re expanding our partnership with @perplexity_ai into the EU and UK.
🎤 @zachperret in conversation with @AravSrinivas:
“I don’t think the frontier of finance is just within finance. I actually think it goes much further, now that you can enable this data to have a real world impact on your life.”
Plaid retweeted
The future of #credit isn’t just about credit scores. It’s about the full financial picture. 🔥
@Plaid is changing the game at @money2020. 🚀 Come see the evolution.
Just in from @money2020: we’re expanding our partnership with @perplexity_ai into the EU and UK.
🎤 @zachperret in conversation with @AravSrinivas:
“I don’t think the frontier of finance is just within finance. I actually think it goes much further, now that you can enable this data to have a real world impact on your life.”
“When people started talking about AI agents, Horizon is what I pictured. Sci-fi, til it wasn’t.”
🎤 Plaid CTO @willrobinson23 in conversation with @SierraPlatform at @money2020
Our curator, Zabaya, and Allegra are here to walk you through the evolution of finance.
📍 Booth 19067, @money2020
Plaid retweeted
Personal CFOs are here. I'm so inspired about what this means for regular people. High quality financial advice is no longer only for the wealthy.
Thanks to @perplexity_ai for letting us tell your story.
Asking people to connect their financial accounts takes trust. That’s why @perplexity_ai built Personal CFO with Plaid. We sat down with @jeffgrimes9 to talk about how it works.
The full Q&A: pla.id/perplexity 🔌
Plaid retweeted
Perplexity can be your Personal CFO with @Plaid connector set up inside Computer.
Asking people to connect their financial accounts takes trust. That’s why @perplexity_ai built Personal CFO with Plaid. We sat down with @jeffgrimes9 to talk about how it works.
The full Q&A: pla.id/perplexity 🔌
Plaid retweeted
We chose @Plaid as our partner for Personal CFO to maximize trust and security.
Connect your financial accounts securely through Plaid, then build n=1 personal financial apps with Computer.
Asking people to connect their financial accounts takes trust. That’s why @perplexity_ai built Personal CFO with Plaid. We sat down with @jeffgrimes9 to talk about how it works.
The full Q&A: pla.id/perplexity 🔌
Plaid retweeted
Another great release: We launched the newest version of Cash Advance Index, bringing @Plaid's Sequential Foundation Model into the score, as well as a new dashboard experience.
The result: up to 10% fewer dollars lost at fixed approval rates.
See more: plaid.com/blog/cash-advance-…
For our final drop of Fall Release '26, we upgraded the data infrastructure that thousands of personal finance apps are built on.
📊 Transactions: improved merchant name accuracy by over 19%.
📊 Liabilities: expanded coverage to more auto loans, HELOCs, personal loans, and lines of credit
📊 Investments: added identifiers so 95% of holdings now have at least two, making reconciliation easier
