upSWOT is proud to sign a new multi-year and multi-million dollar deal with Envestnet | Yodlee to help this huge and innovative company in getting to the SMB market.

upSWOT is proud to sign a new multi-year and multi-million dollar deal with Envestnet | Yodlee to help this huge and innovative company in getting to the SMB market.

upSWOT is proud to sign a new multi-year and multi-million dollar deal with Envestnet | Yodlee to help this huge and innovative company in getting to the SMB market.

#Envestnet#Yodlee teams were working closely with #upSWOT in combining technologies both companies created into a new generation of wealth management tech.

Our joint platform is designed to empower micro, small, and medium-sized businesses with personalized advice, accurate cash flow forecast, actionable insights, and dozens of other features previously available only to High Net Worth Individuals through professional advisors.

The contract signed is an outcome of a successful pilot with SMBs from all over the US involved in testing our joint tech and the value proposition behind it.

The new platform is deployed in a secured environment of Envestnet/Yodlee making it available to 18 out of the top 20 banks, the largest insurance companies, and thousands of RIAs and fintechs globally that Envestnet/Yodlee serves

All our team is tremendously grateful for the support while developing the product and during a very deep tech and business due diligence to Chip ScullyJeff Cain, Iain Kennedy, Lisa HingleyDoug MeadsLisa NovierAmy NorciniBrian BelisleElliott MoadusKelly ConklinKenneth BoudreauxPeter FrigaultRamesh H. VaswaniTricia Baxter, and dozens of other guys.

Together with Brian BuanDawn McBratneyShari HarrerDaneen WilsonTodd Buck, and all the sales power of our new partner, we will help the largest banks, FIs, and insurance companies in scaling relationships with the SMB clients to the new levels

Bill CragerFarouk FerchichiRobert CoppolaStuart DePinaTony Leal, and Rich Aneser, it is a pleasure to work together with your company on such an inspiring and innovative vision. Thanks for your trust!

Great job by Mykyta ShkurchenkoHanna ZolotinaAndrey DavydchukDmitry SyvolapAlexey PuznyakElena VovkKyrylo ProkopchukMcKennon Griffin 麦昆Oksana AbdurazakovaOleg PrysiazhniukVitalii SorochanNadia Petrina and all upSWOT team – you are the best!

Drew Sievers, thanks for the right advice at the right time:)

Press release:
https://lnkd.in/gUM4DHJf

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