Get actionable insights powered with standardized data from hundreds of apps SMB & Mid-Market companies regularly use
Become pro-active, more supportive, and risk aware thanks to continuous monitoring of the issues, risks, and real-time needs of your SMB (up to $70M in revenues) and Mid-Market clients (up to $1B in revenues)
Number of apps available
Mid-Market engagement grow by
SMB churn rate is reduced by
Cross and up-sell grow by
Checking accounts grow by
Upswot is a white-label platform available both on-prem/private cloud and through a single RESTful API/SaaS
The platform is an add-on to online banking and on-boarding that motivates 74% of SMBs and Mid-Market companies to provide API-enabled, opt-in, continuous access to the financial, sales, and marketing data within the apps they regularly use to run their businesses
All the raw data shared is turned into standardized data which is continuously re-assessed to provide risk, marketing, and business insights for the benefit of both the Bank and the Bank’s Client
The pilot takes up to three days 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/Mid-Market clients
Based on ongoing re-assessment of the issues and needs the Bank clients face, Upswot sends highly personalized sales offers at the right time to the right client
White-label dd-on to online banking where SMB/Mid-Market companies can combine all their apps in a single screen to get insights into their cash flow, sales, and operations
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