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


Increase  engagement by up to


SMB that share the data


Increase cross and up-sell by


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

Get Upswot Now!

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