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upSWOT Marketing Automation


Consumer Banking
Customer Service
Send highly relevant offers at the right time to the right customers, based on continuous re-assessment of all needs


upSWOT automates highly personalized marketing campaigns to support business customers with the products, insights, and services they need before they reach out to your competitors.

  • Segmentation- upSWOT automatically segments all your business customers into categories to track their needs and issues in real-time based on the data they connected through loan onboarding and business health dashboard
  • Actionable Messaging - Highly personalized timely emails, push notifications, and text messages are sent at the right time, to the right customers, with the right product offers or timely recommendations
  • Seamless Integration - The marketing automation module can be connected to internal CRM platforms, marketing automation systems, business orchestration workflows, and even external ESP or IP telephony providers including Mailchimp, Twilio, and many others.

App information

Required products
Fusion Digital Banking
Business countries
United States
Data processing countries
United States