Do more for your clients so they do more with you

upSWOT makes typically cumbersome financial applications and data sharing amazingly simple and convenient for businesses. 

How It Works

1. Simple Set-Up.

With a white-labeled authorization process, banks can offer businesses a more confident and seamless experience that eliminates the time and friction of manual data sharing. 

• No need for developers or tech guys to get started. Get a cloud-based version of upSWOT almost instantly.

• Deploy upSWOT on a private cloud (Amazon WebServices, Azure, IBM, Oracle Private Cloud) for remote access and flexibility.

2. Effortless Engagement

Applying for financial products and authorizing data access is simple and easy for businesses through their bank’s online portal.


• Businesses have the ability to apply for new products right within the platform, making it easier than ever to strengthen customer relationships 

• An on-going connection facilitates easy communication and increased visibility to give business customers a deeper understanding of their financial position

3.Paperless Onboarding

Businesses can feel more confident sharing their data with through seamless, digital data collection that allows them to make updates or changes at any time. 

 Eliminate the manual data exchange of sensitive information for a faster, more secure process 

• Apps can be connected to loan applications to create a seamless, paperless process, avoiding lines to help businesses make decisions faster 

4. Flexible, Unified Data Model

All data is remapped and structured automatically, saving banks a tremendous amount of time and money to better serve their business customers.


• upSWOT creates a unified dashboard of all tax returns, AR/AP, P&L, BS and more to simplify the renewal process and give banks foresight into performance trends

• Based on powerful, real-time data monitoring of the issues and opportunities, businesses receive highly-personalized, proactive sales offers to increase sales by 18% 

5. Real-Time Performance Alerts

Banks can set automated alerts and request a drill-down analysis of any positive or negative events impacting their customer’s financial position.

 With real-time updates sent through email, messages, or in-platform notifications, banks can increase confidence and accuracy in underwriting decisions

• Based on issues and opportunities revealed in the dashboard, banks can offer actionable insights to help business customers plan for future cash flows


Paperless Onboarding

Businesses can apply for products and change terms easily, giving banks full visibility into their financial position.

"Thin file" Problem

Full access to businesses’ data helps enrich credit decisioning, and increase acceptance rates by up to 25%.

API-enabled Services

By using native APIs of connected apps, all data is shared in a consistent, secured, and reliable way.

Portfolio Risk Assessment

Automated monitoring and alerts allows banks to predict future business performance.

Dynamic, Automated Reporting

All business data is aggregated and reported automatically, 
offering a powerful
perspective of their financial position. 

Get upSWOT Now!

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Upswot Inc.
919 North Market Street, Suite 950
Wilmington, DE 19801
EIN 84-2743780

©2021 upSWOT. All rights reserved.