Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • SBS Banking Platform Reviews & Ratings
    29 Ratings
  • QUODD Reviews & Ratings
    1 Rating
    Company Website
  • Qloo Reviews & Ratings
    23 Ratings
    Company Website
  • D&B Connect Reviews & Ratings
    188 Ratings
    Company Website
  • B2i Reviews & Ratings
    2 Ratings
    Company Website
  • MindCloud Reviews & Ratings
    71 Ratings
    Company Website
  • D&B Credit Insights Reviews & Ratings
    Company Website
  • PDFCreator Reviews & Ratings
    539 Ratings
    Company Website
  • Martus Reviews & Ratings
    146 Ratings
    Company Website
  • Xero Reviews & Ratings
    5,856 Ratings
    Company Website

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 Yodlee?

Yodlee, a global leader in financial data connectivity and analytics, empowers banks, fintechs, and enterprises to harness the full potential of open finance. With over 601 million connected accounts, 19,000+ data sources, and 91% direct connections, Yodlee offers the industry’s most comprehensive and accurate view of consumer financial behavior. The platform’s core strength lies in transforming raw, permissioned financial data into actionable insights that enhance decision-making, personalization, and customer engagement. Its modular suite of products—covering personal finance, wealth management, lending, payments, and business financial management—gives organizations the intelligence to innovate and scale responsibly. Through AI-powered analytics, Yodlee delivers predictive insights that drive smarter credit decisions, frictionless payments, and more meaningful financial experiences. Its Open Finance APIs enable secure, compliant data exchange, helping financial institutions adapt to regulatory changes while expanding digital capabilities. Trusted by market-defining leaders such as PayPal, Fifth Third, and JPMorgan Chase, Yodlee stands as the foundation of digital transformation in modern finance. The platform’s FastLink technology ensures seamless account aggregation and onboarding, while its Trust Center reinforces enterprise-grade data protection and transparency. With over 25 years of proven innovation, Yodlee continues to bridge the gap between financial data and actionable strategy. By enabling organizations to connect data, activate insights, and drive measurable growth, Yodlee defines what’s next for intelligent finance.

Media

Media

Integrations Supported

BigCommerce
Boss Insights
ClickSend
Fintech Sandbox
FreeAgent
Google Analytics
Insightly
InsuredHQ
PayPal
QuickBooks Online
Relay
Riskalyze
SAP HANA
SendPulse
Shopify
Sila
Snowball Analytics
TurboCASH
Xero

Integrations Supported

BigCommerce
Boss Insights
ClickSend
Fintech Sandbox
FreeAgent
Google Analytics
Insightly
InsuredHQ
PayPal
QuickBooks Online
Relay
Riskalyze
SAP HANA
SendPulse
Shopify
Sila
Snowball Analytics
TurboCASH
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Yodlee

Date Founded

1999

Company Location

United States

Company Website

www.yodlee.com

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Popular Alternatives

Popular Alternatives

Finicity Reviews & Ratings

Finicity

Mastercard
Railz Reviews & Ratings

Railz

Railz.ai