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About

Founded in January 2019, Upswot technology serves dozens of financial institutions helping them to build loyalty and grow engagement among their SMB clients. The platform is a white-labeled portal deployed into customers’ private cloud and connected with the online banking application.

Using an approach similar to Plaid, SMBs connect their data for continuous, API-enabled access to QuickBooks, Xero, Salesforce, and 120+ other business critical SaaS applications. Data is aggregated in real-time and thousands of signals are analyzed to help SMBs better understand the health of their businesses via interactive dashboards. On the back-end, Upswot surfaces meaningful data for relationship managers to upsell the right products and services while building more meaningful and longer-lasting relationships.

Charlotte, North Carolina
https://upswot.com

Applications (4)

upSWOT Business Health Dashboard
upSWOT Business Health Dashboard
Fusion Digital Banking
Increase revenue from business customers by consolidating their business data and providing actionable insights
upSWOT Loan Onboarding
upSWOT Loan Onboarding
Fusion Digital Banking
Approve loans faster completely online
upSWOT Marketing Automation
upSWOT Marketing Automation
Fusion Digital Banking
Send highly relevant offers at the right time to the right customers, based on continuous re-assessment of all needs
upSWOT Sales Insights Dashboard
upSWOT Sales Insights Dashboard
Fusion Digital Banking
Increase up-sell and cross-sell rates by up to 25% with real-time tracking and actionable sales alerts