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51-200 employees
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Computer Software
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Charlotte, North Carolina 28277, US
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Founded in January 2019, Upswot technology serves dozens of financial institutions helping them to build loyalty and grow engagement among their SMB clients.
The 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.
On the back-end, Upswot surfaces meaningful data for relationship managers to upsell the right products and services while building more meaningful and longer-lasting relationships.
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UpSWOT Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
75.00%
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The widely used UpSWOT email format is {f}{last} (e.g. [email protected]) with 75.00% adoption across the company.
To contact UpSWOT customer service number in your country click here to find.
Dimitri Norenko is the CEO of UpSWOT.
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