upSWOT

Real-time SME Performance Data,
Trends, and Insights

upSWOT technology serves dozens of Banks and Financial Institutions helping them to build loyalty and grow engagement among their SME clients.

upSWOT has integrated 160+ business applications of different categories (Accountancy, Finance, CRM, ERP, Analytics, Ecommerce, Marketing, etc.) so SME customers can share the information from their apps just in a couple of clicks to get visualized data and put the finger on the pulse of their business.

With upSWOT, Banks and FIs can implement a comprehensive range of use cases such as credit score builder, actionable insights, accurate cash flow forecasts, and automated real-time notifications available both to bankers and their business clients.

Overview

Banks can implement a comprehensive range of use cases such as credit score builder, actionable insights, accurate cash flow forecasts, and automated real-time notifications available both to bankers and their business clients.

Customers can connect their business apps to simplify access to funding or get the data visualized.

Relationship managers build loyalty and grow engagement among their SME clients by using analyzed data.

Actionable insights help Banks and FI increase cross-sell and up-sell opportunities by offering customers relevant solutions that will shape the future of their business.

By initiating automated campaigns and notifying about new opportunities and risks, relationship managers become more supportive and pro-active.

Actionable insights can empower any interface of the bank through APIs, so that the Bank just needs to build its own UX/UI experience.