Empower SMB customers with data-driven embedded finance tools
Build a more profitable relationship with SMB customers by helping them boost performance. Just add three lines of code to your online portal to offer a full set of powerful embedded finance tools
Small-Medium Enterprise Business Case
Financial Institution
Business Case
Financially Empower SMBs Directly through Your Company's Online Portal
SMB Customers Improve Profitability
Incorporate our powerful embedded finance tools into your company’s online portal to enable SMBs to improve credit scores, make better decisions through tailored insights, better manage cash flow, and access quality financing. All without straining their already limited resources.
Your Company Also Reaps Rewards
With administrative access to customer data and insights, your team can easily provide timely support or product offers. Special tools include digital underwriting processes, portfolio management tools, and early warning systems for non-performing accounts. This means reduced stress and more profitable customer relationships.
Financial Institution Business Case
Relationship Insights
Help your relationship managers uncover the right insights at the right time to create a lasting, valued partnership with your business clients.
Uncover actionable insights that save time, money, and enhance relationship managers experience by making them more supportive, pro-active, and sales efficient
upSWOT’s thoughtfully-crafted marketing automation engine sends highly relevant and timely sales offers based on real-time monitoring of business customers’ issues, preferences, and needs
Integration with upSWOT technologies is not required, so it is simple to quickly provide proof of concept and value to your institution. Sign up for a quick start today.
Our embedded finance and business management tech is easy to integrate – just add three lines of code for a white-labeled plug-in! Deploy in SaaS, private or public cloud environments.
Integrations with over 150 SaaS applications your customers use every day, including accounting, ERP, payroll, e-commerce, CRM, marketing and POS applications.
Any service provider with small business accounts (finance, logistics, communications, etc.) can benefit from offering upSWOT’s powerful suite of embedded finance tools.