upswot

Get actionable insights powered with standardized data from hundreds of apps SMBs regularly use

Become pro-active, more supportive, and risk aware thanks to continuous re-assessment of the issues, risks, and real-time needs of small and medium-sized business clients

Number of apps available

117

SMBs engagement grow by

89%

SMBs churn rate is reduced by

27%

Cross and up-sell grow by

15%

SMBs increase deposits by

21%

About Upswot

Upswot is a white-label platform available both on-prem and through a single RESTful API

The platform is an add-on to online banking and on-boarding that motivates 74% of SMBs to provide API-enabled, opt-in, continuous access to the data within the apps they regularly use to run their businesses

All the raw data shared is turned into standardized, structured data which is continuously re-assessed to provide risk, marketing, and business insights for the benefit of both the SMB and the Bank

Our Products

The pilot version takes up to three days to launch without any need in integration

Paperless onboarding

“Positive interaction”
Make paperless and more engaging all credit, deposit, leasing, banking guarantee, and other application processes for your SMB clients

Tracking system

“Marketing automation”
Based on ongoing re-assessment of the issues and needs SMBs face, Upswot sends highly personalized sales offers 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 apps in a single screen to get insights into their business, sales, and operations

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