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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
it’s amazing that you can now just talk to your bank.
it used to take spreadsheets and pdfs and so much time to get even a simple overview of your finances. now you can just ask @wabi once you connect @Plaid
save money by finding what to cancel or where you overspend
see where your money is actually going.
build apps that helps visualize it all
give it a try 👇
Wabi 🤝 @Plaid
managing money with your partner or friends just got easier.
connect your bank account, talk to wabi, and understand your finances
“help us cut down on our takeout spending”
“set a $1000 savings goal for our family trip”
“how can we save on our monthly spending?”
“what subscriptions do we have that we should cut back or merge?”
finally understand your money, together, and build apps that help.
Plaid retweeted
Been having a lot of fun building lil custom agentic personal finance thingies for me & my GF
@wabi x @plaid opens up so many possibilities
Wabi 🤝 @Plaid
managing money with your partner or friends just got easier.
connect your bank account, talk to wabi, and understand your finances
“help us cut down on our takeout spending”
“set a $1000 savings goal for our family trip”
“how can we save on our monthly spending?”
“what subscriptions do we have that we should cut back or merge?”
finally understand your money, together, and build apps that help.
Good afternoon to @wabi users specifically 👋
Wabi 🤝 @Plaid
managing money with your partner or friends just got easier.
connect your bank account, talk to wabi, and understand your finances
“help us cut down on our takeout spending”
“set a $1000 savings goal for our family trip”
“how can we save on our monthly spending?”
“what subscriptions do we have that we should cut back or merge?”
finally understand your money, together, and build apps that help.
Plaid retweeted
Thanks @jd_durkin + @NYSE for hosting me onsite at @money2020 to discuss @Plaid's latest work building foundation models.
The big takeaway: these models understand how money moves; they help our customers fight fraud, make more precise lending decisions, and more.
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 🔌
