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upSWOT’s white-labeled financial management solution helps companies build loyalty and expand engagement with their SMB clients
About
upSWOT technology serves dozens of banks, FIs, and companies helping them to build loyalty and grow engagement among their SMB clients. The platform is a white-labeled portal (available as SaaS or deployed into the company's cloud) connected with the online/mobile application. It enables business customers to connect their data for continuous API-enabled access to 167 + business SaaS applications and to share this data with their company. These business apps include popular accounting, ERP, payroll, e-commerce, CRM, marketing, and POS business applications. Examples include QuickBooks, Shopify, Salesforce, Square, Instagram, etc. This data will be cleaned, structured, and transformed into actionable insights, accurate cash flow forecasts, KPIs, and many other prompts that help SMBs better understand the health of their businesses make better decisions, and scale their business much faster. So Walmart can use the solution for giving their clients more opportunities, for spending more time in Walmart. Because it becomes a place for running the business and notifying about crucial events. And we will be happy to build with Walmart a new great and unique journey for clients. Thanks to our solution business owners are already enabled to boost their credit scores by sharing their data with the largest credit bureaus. In the meantime, the upSWOT product is beneficial for companies. By getting customers' data companies have access to various business indicators of their business customers (for example, profitability, liquidity, sales efficiency, etc.), so Walmart can become more supportive and increase their cross-sale and up-sale opportunities by offering their clients the right products at the right time.
Key Benefits
upSWOT brings to the partnership its advanced financial technology and knowhow around the analysis and structuring of a tremendous quantity of finance and business data. upSWOT is able to integrate 167 popular business apps as well as banking transactions - and the data sources that upSWOT is able to work with are continually increasing. These business apps include popular accounting, ERP, payroll, e-commerce, CRM, marketing, and POS business applications. Examples include QuickBooks, Shopify, Salesforce, Square, Instagram, etc. So, owners of small and medium-sized businesses who use Walmart's services can manage their business by logging into their personal accounts, receiving constant analytics of their business, responding to negative events in a timely manner, and tracking positive events in their business. At the same time, the Walmart sales team will also receive analytics on the business of this or that business owner and will be able to sell/suggest the right product/service to the right client.
Applications
data analysis, data structuring, business insights, cash management tool, treasury management tool, KPIs, cashflow forecasting, boosting business credit score