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What is upSWOT?

Rapidly understand a company’s difficulties, needs, and overall financial situation to significantly influence their future trajectory. Utilize vital metrics from leading financial platforms with tools that monitor trends and evaluate the performance of business clients instantly. The automated analysis and integration processes simplify the recognition of opportunities and obstacles, thereby enhancing the ability of banks to deliver exceptional personalized services. The previously tedious application procedures and data-sharing challenges that have impacted small to mid-sized businesses (SMBs) have now been streamlined for a more efficient experience. Create highly customized sales proposals informed by the most recent insights into the challenges and potential of businesses. Armed with a thorough understanding of their clients' financial backgrounds, banks are more equipped to aid in making strategic decisions that yield long-term advantages. In addition to fostering stronger connections, leveraging these insights also propels significant business growth for clients, ultimately contributing to a more vibrant economic landscape for all involved.

What is Basiq?

Basiq is the leading open banking platform that empowers developers to innovate with advanced financial solutions. We ensure secure access to financial data that users have agreed to share, coupled with powerful APIs that unveil essential insights. Our platform is pioneering the evolution of financial applications and services across various industries, such as wealth management, banking, and fintech. By leveraging our extensive and reliable banking data, you can significantly improve digital banking experiences, making them more engaging and tailored to individual users. Our advanced income algorithms facilitate the precise identification of diverse income streams, which range from regular to variable and casual sources, thereby streamlining personal assessments and speeding up lending decisions. Furthermore, we empower customers to gain a more profound understanding of their spending behaviors, which enhances their digital experience. Through the use of Basiq Enrich, you can identify the merchant, location, and category related to every bank transaction, offering invaluable context for users' financial interactions. This process not only cultivates enhanced financial awareness but also leads to increased overall customer satisfaction, encouraging users to take a more active role in managing their finances. Ultimately, Basiq positions itself as an essential tool for developers seeking to drive innovation in the financial sector.

Media

Media

Integrations Supported

Adobe Analytics
Allegro
Amazon
Banana Accounting
ClickSend
Facebook Messenger
FreshBooks
Google Analytics
Mailchimp
Matomo
Odoo
PayPal
QuickBooks Desktop Pro
Sage 50
Salesforce
TaxTank
TurboCASH
Zoho CRM
vcita

Integrations Supported

Adobe Analytics
Allegro
Amazon
Banana Accounting
ClickSend
Facebook Messenger
FreshBooks
Google Analytics
Mailchimp
Matomo
Odoo
PayPal
QuickBooks Desktop Pro
Sage 50
Salesforce
TaxTank
TurboCASH
Zoho CRM
vcita

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$0.39 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

upSWOT

Date Founded

2019

Company Location

United States

Company Website

upswot.com

Company Facts

Organization Name

Basiq

Date Founded

2017

Company Location

Australia

Company Website

basiq.io

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