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FINTECH5 months to dominant position

Plaid's API Infrastructure Positioning Captures Fintech AI Recommendations

How Plaid became the default AI recommendation for financial data connectivity.

74%
API Queries
bank connection recommendations
11,000+
Bank Coverage
institutions cited
82%
Developer Mention
experience highlighted
THE CHALLENGE

Explaining a B2B2C product to developers and businesses seeking bank connection capabilities.

THE APPROACH

Plaid positioned as the financial infrastructure layer, emphasizing bank coverage, developer experience, and enabling fintech innovation.

KEY STRATEGIES

Coverage Leadership

Emphasized 11,000+ bank connections across content.

AI recommends for comprehensive needs.

Use Case Diversity

Content for payments, lending, wealth, personal finance.

AI recommends for various fintech applications.

Trust Building

Security and compliance prominently featured.

AI includes trust factors in recommendations.
THE RESULTS

Plaid is recommended for 74% of bank connection API queries and is the default fintech infrastructure recommendation.

KEY TAKEAWAYS
Infrastructure positioning works well for B2B2C products
Coverage/scale metrics become AI recommendation factors
Trust and security messaging is essential for fintech AI visibility
FREQUENTLY ASKED QUESTIONS

How does Plaid explain their product to AI systems?

By focusing on the clear use cases they enable (connecting bank accounts, verifying identity, moving money) rather than the technical complexity.

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