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upSWOT Sales Insights Dashboard

upSWOT

Consumer Banking
Analytics
Customer Service
Financial Wellness
Loyalty
Increase up-sell and cross-sell rates by up to 25% with real-time tracking and actionable sales alerts
Consumer Banking
Analytics
Customer Service
Financial Wellness
Loyalty
Increase up-sell and cross-sell rates by up to 25% with real-time tracking and actionable sales alerts

Description

Increase up-sell and cross-sell rates by up to 25% with real-time tracking and actionable sales alerts available either in upSWOT interface or in your CRM like Microsoft Dynamics, Salesforce, etc. upSWOT surfaces the right data at the right time to support your call-center reps and business relationship managers with insights and pro-active alerts that strengthen the relationship and build loyalty with your small-medium enterprise customers.

  • Actionable Insights - upSWOT transforms data connected by your customers during the loan application process or via their business health dashboard into concrete actions that focus attention on new opportunities to better serve the customers and make timely product offers.
  • Financial Reporting, Detailed Audits, and Data Verification - Drill down into transactional data, tax returns, AR/AP, payroll, and other financial details of business operations and performance. Data can be easily downloaded or transformed into various structured formats for use across internal systems.
  • Early Warning System - The Early Warning System helps bankers immediately see and react to critical changes in a client’s business activity.
  • upSWOT Business Health Score - A proprietary business health score is compiled based on continuous re-assessment of all financial and non-financial metrics that measure business performance and potential risks.
  • Aggregated Portfolio View - Get insights into trends and performance across your customer base on a single screen to easily monitor churn, engagement, the efficacy of marketing campaigns, loyalty metrics, and more.

General information

561 views
Required products
Fusion Digital Banking
Website
Business countries
United States
Data processing countries
United States
France