For Financial Gym, a balanced budget starts with clean data

Financial Gym, a New York City-based financial advisory firm, partnered with Plaid to improve their spend-tracking tool, Training Zone. The previous technology failed to provide clean transactional data, hindering the effectiveness of personal trainers in advising clients on budgeting goals. By integrating Plaid Transactions, Financial Gym gained access to real-time, organized financial information from clients' accounts, improving its ability to serve customers and driving company growth.