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upSWOT

upSWOT

Overview

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.…

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Pricing

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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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

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.


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 Videos

upSWOT - White-label digital banking add-on
upSWOT. White-label business health dashboard powered by 120+ API enabled apps

upSWOT Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsDocker
Mobile ApplicationNo
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Comparisons

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