upSWOT is a white-label embedded finance and business management platform designed to enhance online/mobile banking with just several lines of code. Using an approach similar to Plaid, SMBs connect their accounting, ERP, payroll, eCommerce, marketing, CRM, and other apps to the Bank to get accurate cashflow forecasts, actionable insights, credit score boost, and business valuation tools within their banking experience 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. On the back-end, upSWOT surfaces meaningful data for relationship managers to help them upsell the right products and services while building more meaningful and longer-lasting relationships. Founded in August 2019, upSWOT technology serves hundreds of financial institutions helping them to build loyalty and grow engagement among their SMB clients.
View Top Employees from upSWOTWebsite | https://upswot.com/investors/ |
Employees | 115 (115 on RocketReach) |
Founded | 2019 |
Technologies |
JavaScript,
HTML,
PHP
+29 more
(view full list)
|
Industry | Software Development, Artificial Intelligence, Data and Analytics, Science and Engineering, Software, Banking, Financial Services, Lending and Investments, FinTech |
Keywords | Embedded Finance, Actionable Insights |
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Dmitry Norenko is the Founder and Chief Executive Officer of upSWOT.
115 people are employed at upSWOT.
upSWOT is based in Charlotte, North Carolina.