upSWOT technology serves dozens of banks and financial institutions, helping build loyalty and grow engagement among their small and medium-sized business (SMB) clients using embedded finance and business management tools as a part of their value proposition. It's a white-label embedded business management platform designed to enhance online/mobile banking, features are powered by 200+ API-enabled apps. Business customers connect their data for continuous, API-enabled access to QuickBooks, Xero, Salesforce, Stripe, Shopify, and 200+ other business-critical SaaS applications.
Data is cleaned, structured, and transformed into actionable insights, accurate cash flow forecasts, KPIs, cash management tools, treasury management tools, benchmarking business evaluations, and many other prompts that help SMBs better understand the health of their businesses, make better decisions and scale their businesses faster.
upSWOT provides actionable SMB insights and data analytics to financial institution clients and their business customers. SMBs are provided with predictive insights, cash flow forecasts, business valuation tools, and personalized advice powered by their everyday SaaS application data. This creates new areas of value, efficiency & time savings for business users, while increasing digital banking engagement with the FI. Ultimately this leads to greater customer relationship value.
Embedded finance tools for SMB clients
Small, underserved businesses finally get access to the latest fintech technologies within their digital banking. With a powerful suite of tools specially designed to fill their financial needs: improved credit scores, tailored insights, greater cash flow management, increased access to funding and understanding of their business valuation.
Actionable insights and automation for bankers
Actionable insights and aggregated data help banks increase cross-sell and up-sell opportunities, as well as simplify underwriting and renewals, while building more meaningful and longer-lasting relationships with their SMB clients.
Versatile solution that takes 2 days to launch
3 lines of code and just a week to launch a fully versatile embedded finance and business management solution. Customers decide whether they want to use web components, RestFull API, or iFrame dashboards. It can be deployed in SaaS, private or public cloud environments.