Power marketing channels and relationship managers with deep insights into the issues & needs of your SMB clients
Upswot increases SMB–focused sales efficiency of the Banks/Insurers by 15% with the help of 100+ API-enabled alternative data sources
Cut onboarding costs by up to
95%
Increase engagement by
89%
SMB that share the data
74.3%
Increase cross and up-sell by
15%
On-prem integration takes only
3-6 weeks
About Upswot
Upswot modifies online cabinets and onboarding processes of the Banks/Insurers the way that 74% of new and current SMB clients provide opt-in API-enabled access to business systems they regularly use
Upswot is an on-prem/private cloud white-label platform designed to clean, structure, and continuously re-assess all the data shared to power marketing automation systems and relationship/branch managers with insights into SMB issues & needs
Based on real-time tracking of the SMB events, Upswot automatically sends highly relevant SMS/eMail offers at the right time, to the right SMB. While front-line managers become more pro-active and supportive knowing exactly what their clients need
Our Products
The pilot version takes only 2 weeks 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
“Insight-powered marketing automation”
Real-time ongoing re-assessment of the issues and needs SMBs face in real-time to make Banks and Carriers more supportive and pro-active
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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