upswot

SMB-targeted marketing automation powered by event tracking and insights from dozens of alternative data sources

Access SMB API-enabled authorized business data to facilitate real-time insights-based marketing and send relevant offers at the right time to the right SMB

Cut onboarding costs by up to

95%

Increase engagement by up to

96.8%

SMB that share the data

74.3%

Increase cross and up-sell by

23%

Integrate on your premise in only

12 weeks

About Upswot

Upswot provides on-prem or private cloud, white-labeled platform designed to motivate SMB to share the data from their business accounts

Upswot automatically integrates, structures, and ongoingly re-assess opt-in authorized data from accounting, CRM, WEB analytics, eWallets, ERP, and eCommerce systems SMBs already use

Based on the insights from these systems, Upswot helps Lenders & Carriers cross-sell more effectively to both new and current clients with highly personalized and relevant offers

Our Products

The pilot version takes only 2 weeks to launch without any need in integration

Paperless onboarding

“White-label Kabbage”
Make paperless and more engaging all credit, deposit, leasing, banking guarantee, and other application processes for your SMB clients

Tracking system

“Insight-powered marketing automation”
Real-time ongoing re-assessment of the issues and needs SMBs face in real-time. Send the right sales offer at the right time to the right SMB

Coming soon

SMB Dashboard

“White-label Mint”
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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