Business Underwriting Data And Actionable Insights
upSWOT delivers underwriting data that your lenders can only dream of today. Our insights make your relationship managers look like fortune tellers. And we're pre-integrated with the world's leading digital banking providers.
BANKER VIEW
Leverage Data To Build Better Relationships with Your Business Customers
Enhance your relationships with business clients by offering real-time, actionable insights, personalized suggestions, and relevant financing at the right time during the customer's journey. Explore some of the benefits listed below.
Enhanced Loan Onboarding
Approve lines of credit and loans faster by leveraging business customer's data from their commonly used applications.
upSWOT’s authentication and authorization process eliminates the time and friction of manual data sharing. Business users simply log in and connect the applications they use to run their business; enabling automated and continuous data sharing.
Marketing Automation
upSWOT groups business customers based on their connected data. Highly personalized insights and product recommendations are delivered via email, push notification, or text, at the right time, to the right customers, at the moment of greatest impact.
Those same insights can be fed via the upSWOT API to your CRM, marketing automation systems, or business orchestration workflows.
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Underwriting Done Right
Make business loans based on the business performance and projections, not just the owner.
In addition to underwriting, upSWOT automatically monitors AR/AP, P&L, balance sheet and tax returns placing your customers’ latest financial data at your fingertips and simplifying annual compliance processes.
Those same insights can be fed via the upSWOT API to your CRM, marketing automation systems, or business orchestration workflows.
Early Warning System
The early warning system helps relationship managers immediately see critical changes in a client’s business activity. This allows for proactive interventions from the FI that can have maximum impact.
The customizable monitoring system is designed to track suspect events and data anomalies from dozens of API-connected apps.
Sales Insights
upSWOT surfaces the right data at the right time to support FI relationship managers with insights and proactive alerts. This strengthens relationships and builds loyalty with business customers.
With a comprehensive view of company performance, FIs and businesses receive crucial insights, trends, and opportunities to make data-informed business decisions.
Detailed Analytics & Financial Reporting
Regular weekly reporting helps relationship managers optimize customer outreach activity.
Relationship managers can dig into transactional data, tax returns, AR/AP, payroll, and other financial details of business operations and performance. Data can be easily downloaded or delivered to your CRM via upSWOT's API.
Aggregated Portfolio View
This tool provides a summary of all upSWOT business activity to monitor trends and performance across your customer base.
Monitor churn, engagement, marketing efficiency, loyalty metrics, and more from a single viewpoint and with continuously updated data.
Tax Compliance
Gain a competitive edge in customer service with permission-based access to customer IRS tax data leveraging our IRS API integration.
Improve your decision-making process and compliance reviews with our streamlined tax analysis tool.
Three Types of APIs Available
You can easily build unique UI/UX solutions with our robust and easy to use APIs, both with raw and ready-to-use data.
TYPE I
Raw Data
Unformatted data received directly from the apps: AR \ AP, Bank accounts, Balance Sheet and P&L, Sales, Churn rate, CAC, ARR, LTV and 280+ other data types.
TYPE II
Normalized Data
Cleaned, normalized, and structured data by each app category.
TYPE III
Ready-to-use
The output of the upSWOT intelligence engine (forecasts, insights, KPIs, benchmarks). Also available for analysis and stored as a separate data type.
Major Benefits for Financial Institutions
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Our Customers Get Results
We help FIs get a deeper understanding of their SMB clients to provide customized up-sell and cross-sell opportunities and increase digital banking engagement and stickiness.
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30%
Increase in cross-selland up-sell.
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57%
Increase in cross-selland up-sell.
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25%
Increase in cross-selland up-sell.
Get in Touch Today!
Still on the fence? Reach out and get a detailed view of how you can upSWOT your business.
