Personas
This role wants to ensure the highest ROI for the company
What is a CFO?
Lending product(s) that can be used for businesses. Theres 4.
Assets, Income, IDV, CRA
What customer story just rolled out for IDV?
Veridian Credit Union
NBA/NBR chef duo?
Ryan burger and Clay Lerner?
Massive enterprise customer signed agreement with Plaid in July
What is Comcast?
Documentation is most important for this role
What is a Technology Lead/ Head Developer/CTO
Lending Product available in the US, Canada, UK and EU
what is assets
How many countries can Plaid verify identities in?
190+ countries
Jakes ultimate frisbee team name?
These are the 4 Plaid products that Sofi implemented into their system.
What are auth, balance, identity, and transactions
Managing internal and external stakeholders’ wants/needs is a crucial aspect of this role’s job
What is a Business Development Lead?
number of americans without a traditional credit score
What steps of IDV can we offer for a Jamaican based company verifying identities in the US?
None of them. Entity invalid.
AE/NBA duo that were Kitchen Knives salesman
Cole/Lee
This is the rough estimate of financial apps and services Plaid is connected to
8000+
These are the 2 key personas to whom you should pitch Enrich
Who are the Product Leader and Data Analytics Leader?
This product cannot be pitched for mortgages?
What is CRA?
What are the options for a business to take if a user fails an IDV check although they are confident in them as a user?
Retry and ask for additional system or override the system
Engaged folks from NBA/NBR side?
Chihuei, Danelle, Ryan
venmo
This role cares the most about staying competitive with their design and offerings
What is a Product Leader/Manager?
Most expensive form of income verification
What is Payroll Income?
rack rate pricing for each IDV component? (US users)
Base: 0.65, doc 1.25, selfie 0.25, and 0.85
Chihueis Influencer Instagram Handle?
@discoveroverthere
product is proportianetly used (called) the most among Plaid customers
What is Balance?