Upswot

Charlotte, NC

About API-enabled plug & play alternative data solution designed to get the insights into SMB real-time needs and risks Company Overview Upswot provides ongoing tracking of all crucial, positive, and negative events SMB face in real-time based on alternative data sources. We track their issues, needs, and preferences to help Lenders & Carriers/Insurers cross-sell more, better, and in a highly automated way Founding Date 2018 Products Upswot offers a white-label paperless SMB onboarding platform designed to automate insights-based marketing and continuous tracking of all crucial events for Le ... nders and Carriers The on-prem and 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 & Carriers/Insurers cross-sell more effectively, and in a highly automated way