Power marketing channels and relationship managers with deep insights into the issues & needs of your SMB clients
Upswot increases SMB–focused sales efficiency of the Banks/Insurers by 15% with the help of 100+ API-enabled alternative data sources
Cut onboarding costs by up to
Increase engagement by
SMB that share the data
Increase cross and up-sell by
On-prem integration takes only
Upswot modifies online cabinets and onboarding processes of the Banks/Insurers the way that 74% of new and current SMB clients provide opt-in API-enabled access to business systems they regularly use
Upswot is an on-prem/private cloud white-label platform designed to clean, structure, and continuously re-assess all the data shared to power marketing automation systems and relationship/branch managers with insights into SMB issues & needs
Based on real-time tracking of the SMB events, Upswot automatically sends highly relevant SMS/eMail offers at the right time, to the right SMB. While front-line managers become more pro-active and supportive knowing exactly what their clients need
The pilot version takes only 2 weeks to launch without any need in integration
Make paperless and more engaging all credit, deposit, leasing, banking guarantee, and other application processes for your SMB clients
“Insight-powered marketing automation”
Real-time ongoing re-assessment of the issues and needs SMBs face in real-time to make Banks and Carriers more supportive and pro-active
Standalone app or add-on to online banking where SMBs can combine all their business systems in a single screen to get insights into their business, sales, and operations
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