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 Scully, Jeff Cain, Iain Kennedy, Lisa Hingley, Doug Meads, Lisa Novier, Amy Norcini, Brian Belisle, Elliott Moadus, Kelly Conklin, Kenneth Boudreaux, Peter Frigault, Ramesh H. Vaswani, Tricia Baxter, and dozens of other guys.
Together with Brian Buan, Dawn McBratney, Shari Harrer, Daneen Wilson, Todd 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 Crager, Farouk Ferchichi, Robert Coppola, Stuart DePina, Tony 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 Shkurchenko, Hanna Zolotina, Andrey Davydchuk, Dmitry Syvolap, Alexey Puznyak, Elena Vovk, Kyrylo Prokopchuk, McKennon Griffin 麦昆, Oksana Abdurazakova, Oleg Prysiazhniuk, Vitalii Sorochan, Nadia Petrina and all upSWOT team – you are the best!
Drew Sievers, thanks for the right advice at the right time:)