What is upSWOT?
upSWOT serves financial institutions helping them to build loyalty and grow engagement among their SMB clients. The eponymous platform is a white-labeled portal deployed into customers’ private cloud and connected with the online banking application. Using an approach similar to Plaid, SMBs connect their data for continuous, API-enabled access to QuickBooks, Xero, Salesforce, and 120+ other business critical SaaS applications. Data is aggregated in real-time and thousands of signals are analyzed to help SMBs better understand the health of their businesses via interactive dashboards.
The upSWOT platform, with connections to 150+ SaaS products used daily by small-medium enterprises, is an add-on to digital banking offerings. It can be deployed as a white-label plug-in or the user can build one with the upSWOT platform's APIs.
The upSWOT platform, with connections to 150+ SaaS products used daily by small-medium enterprises, is an add-on to digital banking offerings. It can be deployed as a white-label plug-in or the user can build one with the upSWOT platform's APIs.
Small-Medium Enterprise Business Case - Business Insights
Help SMBs make decisions with actionable insights, personalized advice, and cashflow forecasts right within their banking portal.
Financial Institution Use Case - Relationship Insights
Help relationship managers uncover the right insights at the right time to create a lasting, valued partnership with business clients.
upSWOT is available as SaaS or it can deployed on a secured private or public cloud environment (Azure, AWS, etc.) such as a Docker Container.
upSWOT is available as SaaS or it can deployed on a secured private or public cloud environment (Azure, AWS, etc.) such as a Docker Container.
Categories & Use Cases
Technical Details
| Deployment Types | On-Premise, SaaS |
|---|---|
| Operating Systems | Docker |
| Mobile Application | No |
FAQs
What is upSWOT?
Founded in January 2019, upSWOT technology serves financial institutions helping them to build loyalty and grow engagement among their SMB clients. The eponymous platform is a white-labeled portal deployed into customers’ private cloud and connected with the online banking application. Using an approach similar to Plaid, SMBs connect their data for continuous, API-enabled access to QuickBooks, Xero, Salesforce, and 120+ other business critical SaaS applications. Data is aggregated in real-time and thousands of signals are analyzed to help SMBs better understand the health of their businesses via interactive dashboards.