Caton Hanson

upSWOT is a white-label embedded finance and business management platform designed to enhance online/mobile banking with just several lines of code. Using an approach similar to Plaid, SMBs connect their accounting, ERP, payroll, eCommerce, marketing, CRM, and other apps to the Bank to get accurate cashflow forecasts, actionable insights, credit score boost, and business valuation tools within their banking experience 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 help them upsell the right products and services while building more meaningful and longer-lasting relationships. Founded in August 2019, upSWOT technology serves hundreds of financial institutions helping them to build loyalty and grow engagement among their SMB clients.

upSWOT is a white-label embedded finance and business management platform designed to enhance online/mobile banking with just several lines of code. Using an approach similar to Plaid, SMBs connect their accounting, ERP, payroll, eCommerce, marketing, CRM, and other apps to the Bank to get accurate cashflow forecasts, actionable insights, credit score boost, and business valuation tools within their banking experience 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 help them upsell the right products and services while building more meaningful and longer-lasting relationships. Founded in August 2019, upSWOT technology serves hundreds of financial institutions helping them to build loyalty and grow engagement among their SMB clients.

Creditera is now Nav. Check out our page at Nav Inc. Nav helps small business owners access the financing they need to grow and effectively manage their business. They do this giving business owners tools to take control over their credit profile – -offering both personal and business credit data and insights for free. With the goal of empowering business owners with better transparency into their credit lives, the site includes easy-to-read personal and business credit reports, contextual advice and monitoring all in one spot. It also provides tools that help members build business credit and a marketplace that makes it easy for them to use credit to create the business of their dreams.

Nav was founded with one goal in mind - to reduce the death rate of small businesses. We are changing the way small business owners secure financing with our innovative technology, customer-centric approach, and connected experience. Nav is the leading financial health platform for small businesses. Nav uses real business data to align qualifications so small business owners can find the right loan, credit card, banking and other business service options. Nav’s unique financial health platform shows cash flow and credit insights alongside suggested financing options, and is the only place small business owners can see what financing they may qualify for before they apply. Nav’s platform also seamlessly integrates within other software and websites, making it the leading embedded finance solution for SMBs. Nav has a distributed workforce, and is passionate about empowering our teams by giving them the freedom to shape our future as well as their own. If you are a high-energy innovator, and have the zest to solve big challenges for the small business community, join us!