Automate Personalized Marketing Journeys
A Better Way to Serve Businesses
upSWOT automates highly personalized marketing campaigns to support business customers with the products, insights, and services they need before they reach out to your competitors
Segmentation
upSWOT automatically segments all your business customers into categories to track their needs and issues in real-time based on the data they connected through loan onboarding and business health dashboard
Actionable Messaging
Highly personalized timely emails, push notifications, and text messages are sent at the right time, to the right customers, with the right product offers or timely recommendations
Seamless Integration
The marketing automation module can be connected to internal CRM platforms, marketing automation systems, business orchestration workflows, and even external ESP or IP telephony providers including Mailchimp, Twilio, and many others
upSWOT automatically tracks all business activity and recommends optimal solutions through email, push notifications, or text messaging
By initiating automated campaigns and notifying relationship managers about new opportunities and risks, bankers become more supportive, pro-active and sales efficient
Actionable insights help banks increase cross-sell and up-sell opportunities by 25% by offering customers solutions that will shape the future of their business
upSWOT creates an enhanced banking experience, complete with marketing automation, so you can offer your clients the solution they need before they know they need it