upSWOT
Real-time SME Performance Data,
Trends, and Insights


Empower SME customers with data-driven embedded finance tools
upSWOT technology serves banks and financial institutions, helping build loyalty and grow engagement among their small and medium-sized enterprises (SME) 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 100+ API-enabled apps, data from core and digital banking providers, and banking aggregators. Business customers have the opportunity to connect their data for continuous, API-enabled access to QuickBooks, Xero, Salesforce, Stripe, Shopify, and 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 SMEs better understand the health of their businesses, make better decisions and scale their businesses faster.
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.