Business underwriting data and actionable insights

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.

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.

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.

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.

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.

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.

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.

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.