upSWOT

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.

Overview

A powerful suite of tools specially designed to fill SMEs financial needs: improved credit scores, tailored insights, greater cash flow management, increased access to funding, and understanding of their business valuation.

Actionable insights and aggregated data help banks increase cross-sell and up-sell opportunities and simplify underwriting and renewals while building more meaningful and longer-lasting relationships with their SME clients.

3 lines of code and just a week to launch a fully versatile embedded finance and business management solution. Customers decide whether to use web components, RestFull API, or iFrame dashboards. The solution can be deployed in SaaS, private, or public cloud environments.

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

upSWOT is a seamlessly embedded white-label solution, always keeping your brand in front & center.

upSWOT FLYER