Plaid

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Personal finance company SoFi built an app that helps people track their money, monitor credit scores, and reach their goals—all in one place. Get inspired by how they use Plaid to power tailored experiences proven to win and keep customers.

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Reach customers wherever they bank

How does SoFi help their customers get started when they all have accounts at different banks? With Plaid, it’s easy to connect to over 12,000 financial institutions—that means reaching people no matter which bank they use.

Show people their bigger financial picture

Having a bird’s eye view of your money is the first step to getting financial planning right. Plaid makes it easy for SoFi’s members to connect multiple accounts—whether it’s debts, credit cards, or investments—so they can see it all in one place.

Personalize insights to engage members

From paying down debt to saving money, SoFi taps into consumer-permissioned data from Plaid to deliver personal recommendations on how to manage money. Plaid helps SoFi unlock real-time insights that drive higher retention and engagement.

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San Francisco, CA 94120

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What’s the secret to SoFi’s success?