We provide white-label online banking add-on to help banks support their clients with benchmarking, KPIs and insights into Quickbooks, ADP, Xero, Shopify + 119 other apps.
Demo:
youtu.be/U3Lj1OzRYp8 SMB Dashboard

youtu.be/JGa8dWCoYB8 Onboarding/loan origination

Upswot offers a white-label paperless SMB engaging platform designed to automate insights-based marketing and continuous tracking of all crucial events for financial institutions (Lenders and Insurance companies). The on-prem (also, private cloud) platform automatically integrates, structures and analyses authorized data from the ERP, accounting, CRM, WEB analytics, eWallets, and eCommerce systems that SMBs already use.
Our technology provides automated, continuous monitoring of all positive and negative business events affecting the SMBs’ finances and needs in real-time. We gather a 360-degree view of the opportunities, challenges, and preferences faced by SMB client, and help Lenders & Insurers cross-sell...
We provide white-label online banking add-on to help banks support their clients with benchmarking, KPIs and insights into Quickbooks, ADP, Xero, Shopify + 119 other apps.
Demo:
youtu.be/U3Lj1OzRYp8 SMB Dashboard

youtu.be/JGa8dWCoYB8 Onboarding/loan origination

Upswot offers a white-label paperless SMB engaging platform designed to automate insights-based marketing and continuous tracking of all crucial events for financial institutions (Lenders and Insurance companies). The on-prem (also, private cloud) platform automatically integrates, structures and analyses authorized data from the ERP, accounting, CRM, WEB analytics, eWallets, and eCommerce systems that SMBs already use.
Our technology provides automated, continuous monitoring of all positive and negative business events affecting the SMBs’ finances and needs in real-time. We gather a 360-degree view of the opportunities, challenges, and preferences faced by SMB client, and help Lenders & Insurers cross-sell more effectively, and in a highly automated way.
Actually, we know what SMBs need right now and what they will need in future.

Upswot offers two products now:
1. Paperless application onboarding - encourages data sharing through interactive gamification.
SMBs get multiple benefits for sharing data while applying for credit/deposit at the Bank’s website/app.

2. SMB dashboard - standalone or integrated into current online banking platform.
SMBs get insights into their businesses by connecting their Business systems to Banks’ web/mobile apps.
Banking case deck:
www.dropbox.com/s/yu80ac78q3a8515/Upswot.%20Banks.%20SMB_Mid-Market.%20Sales%20efficiency.pdf
More information

Investors

Poland Prize
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Poland Prize Build Tech. Get Seed
Ecobank FinTech 2020 Challenge
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Ecobank FinTech 2020 Challenge Partner Ecobank! Reach Africa!

Recommendations

Алексей Акимов Employee at Idealsecrets event & tech production

A very simple and understandable financial service tool. Of all the options offered, we liked UPSWOT the most.