Finovate Demo
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Presenter Profile:

How they describe themselves: upSWOT is a company focused on building technology to help financial institutions develop deeper relationships with their small business clients. We accomplish this by allowing the SMB to connect their SaaS applications and presenting that data in one easy-to-use dashboard for the business owner to see actionable insights and business KPIs. This data is also used to establish or build the SMB’s credit profile with the bureaus to allow for more informed lending decisions.

How they describe their product/innovation: Our demo shows the white-labeled and digital-banking-embedded upSWOT solution, the brief set-up process, and what insights can be delivered to the SMB user. The functionality includes: connecting some of the 170+ integrated SaaS applications, delivering actionable insights, cash flow forecasts, and a variety of KPIs.

We also showcase the data that becomes available to the FI relationship manager to assist in business reviews, loan approvals, and product recommendations.

Product distribution strategy: Through financial institutions, Through other fintech companies and platforms

Contacts:

Bus. Dev. & Press: Adam Dolby, SVP Partnerships and Alliances