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Angel Investor
Mar 2021
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.
Experience ยท 3 entries
All (3)
Investments (1)
Founder (2)
2021
Angel Investor
Mar 2021
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.
Co-Founder, Chief Growth Officer
Jan 2021
Quantee helps insurers, MGAs and InsurTechs to deliver smarter pricing.
We do it by providing the next-generation dynamic pricing platform that improves the granularity and accuracy of pricing models, delivers more targeted results, enables instant deployment and monitoring in real-time.
Insurers implement Quantee to make their pricing models more accurate and reliable, reduce the time-to-market for pricing updates, and increase conversion and retention ratios for the most profitable segments, leading to improved underwriting results and greater efficiency.
2020
