46 min

Podcast #39 -- Dimitry Norenko (upSWOT) :: FinTech, Fund Raising, Artificial Intelligence, Product Management Artificial Intelligence and Product Strategy podcast.

    • Business

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.

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.

46 min

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