PLAID WORKSHOP

Link Optimization: Deep dive on Plaid Link and user conversion

Tuesday
,  
March 
02
10:00am 
PDT

Personal finances

Help users improve their financial health with categorized transactions

William Hockey

Co–Founder & CEO

We started out by building the technical infrastructure APIs that connect consumers, traditional financial institutions, and developers.

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PLAID WORKSHOP

Link Optimization: Deep dive on Plaid Link and user conversion

Tuesday, March 16

10:00am PDT

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About

Join us on Tuesday, March 16 to learn how you can optimize your user experience with Plaid Link. We’ll cover features like our new returning user experience (RUX), our latest redesign, and give you tips on how you can help your users onboard quickly and effectively.


During this workshop, Clay and Lauren will cover:


        •  What to consider when implementing Link

        •  How to adopt new Plaid features that help optimize for conversion

        •  A closer look at RUX and automatic institution list


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featured

Meet our speakers

Lauren crossett

Enterprise Account Executive

Lauren Crossett, is a Enterprise Account Executive Plaid, leading their efforts within the Wealth Vertical. Prior to her current role she was Head of Fintech at Quovo, which was acquired by Plaid. Lauren began her career in Financial Services at MassMutual and later Rebellion Research. Throughout she’s had a passion for making investing and saving more accessible and feels lucky to be a part of the Fintech community.

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Hayden Pirkle

Product Marketing Manager

Hayden Pirkle is a product marketing manager at Plaid, a data network that powers the fintech tools millions of consumers rely on to live healthier financial lives. In his role, Hayden focuses on driving product adoption in the consumer payments and wealth verticals.


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FeatureD

Meet our speakers

 Clay Allsopp

Engineering Manager

Lauren Rosenblum 

Product Marketing Manager

About Plaid

Plaid is a technology platform that enables applications to connect with users’ bank accounts. We focus on lowering the barriers to entry in financial services by making it easier and safer to use financial data.

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Lauren Crossett

Enterprise Account Executive

Lauren Crossett, is a Enterprise Account Executive Plaid, leading their efforts within the Wealth Vertical. Prior to her current role she was Head of Fintech at Quovo, which was acquired by Plaid. Lauren began her career in Financial Services at MassMutual and later Rebellion Research. Throughout she’s had a passion for making investing and saving more accessible and feels lucky to be a part of the Fintech community.

Hayden Pirkle

Product Marketing Manager

Hayden Pirkle is a product marketing manager at Plaid, a data network that powers the fintech tools millions of consumers rely on to live healthier financial lives. In his role, Hayden focuses on driving product adoption in the consumer payments and wealth verticals.


Previously, Hayden led the marketing efforts at Quovo, a fintech infrastructure company that was acquired by Plaid in 2019. Hayden began working in fintech on the marketing team of a Dubai-headquartered equity crowdfunding platform called Eureeca.


Prior to entering fintech, Hayden worked as a journalist in the Middle East covering politics, economics, and entrepreneurship. He is interested in open banking, the unbundling and rebundling of financial services, and payments.

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