Turning Financial Institutions into Trusted Partners
A powerful tool for collecting, analyzing, and predicting financial performance available as a ready-to-use white-label product and through upSWOT RESTful APIs to help you develop a unique UX/UI experience
“Mint for businesses” digital banking add-on empowers businesses with actionable insights, cashflow forecasts, and personalized advice by connecting their everyday SaaS apps to WEB & mobile banking
Frictionless Onboarding
Connect any business app with a few easy clicks and eliminate the need for manual data collection. Business customers enjoy a painless onboarding experience and immediate access to helpful insights
Actionable Insights
With a comprehensive view of company performance, stakeholders get crucial insights, trends, and opportunities to make better business decisions
Performance Alerts
Real-time activity alerts offer immediate support with further drill-downs into issue analysis, recommendations and actions steps to help businesses scale faster
Intelligent Forecasting
An intelligent forecast modeling engine helps businesses envision different scenarios to track how adjustments in future sales, marketing, HR, operations, and financial decisions can influence outcomes
Business Credit Score
Access to view and influence the business credit score powered by global business credit bureaus allows for ongoing engagement with business customers.
Benchmarking
Businesses can easily compare their efficiency with their direct competitors according to banking regulation and data anonymization principles
KPIs
Key Performance Indicators help your business customers monitor trends, compare different periods, and visualize the most important metrics to plan the next best step
One-stop-shop
By combining all business, marketing, sales, and operational data in one place, businesses get a comprehensive view across all critical information
Single sign on (SSO)
upSWOT unique integration approach makes all platform features available to your customers within a couple of clicks and minimal onboarding friction
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