upSWOT

Thrilled to share that Lumin Digital has selected upSWOT to boost its digital banking platform with advanced solutions focused on small and medium businesses! Now, over 70+ Credit Unions, proudly served by #Lumin, are enhanced with accurate cashflow forecast, business valuation, carbon footprint, marketing automation, AR/AP tools, and credit score monitoring and boost features designed to empower small and medium-sized business members This collaboration is more than just a partnership – it’s a way to empower businesses to grow smarter, not harder with the help of actionable insights and guidance based on a mix of core banking and API-enabled external data A huge thank you to the stellar Stacy Arnold, Brian Abele, Kelley Michalik, Blaine Bartholomew, Liz Winkler, Bhavna Mittal, Adam Anderson, Justine North, Sean McElroy, Lisa Daniels, Harwood Jones, DJ Kissler, Atif Sabawi, Lavanya Rajan, Jeff Chambers, Tim Kelly, Sean Weadock, Kathryn McGhee and all Lumin team for making this happen – couldn’t have asked for better partners in crime! Huge congrats on the successful partnership bringing us to new heights to Armi Movsesyan-Susanyan, Dmitry Syvolap, Andrew Davydchuk, Oleksii Chernoshtan, Oleg Prysiazhniuk, and all #upSWOT team Details https://lnkd.in/etBqdnpe

🚀 Exciting News Alert! 🚀 We're thrilled to announce that together with Alkami Technology, Creditsafe, and several other credit bureaus, upSWOT brings business credit scores and credit score-building products to all Alkami clients! 🎉 Imagine your business credit score getting a rapid growth faster than your morning coffee kicks in ☕️Now, that’s a productivity win! Why is a business credit score so important, you ask? Well, it’s essential for securing U.S. Small Business Administration loans https://lnkd.in/dr7N9MY, and national banks are actively promoting it to their clients. Just look at the partnership between Bank of America and Dun & Bradstreet https://lnkd.in/egzsqViw and https://lnkd.in/dATWSVn - great job, D&B team! Additionally, large and publicly traded companies require a solid business credit score to work effectively with SMBs which needs proof of being reliable, stable, and trustworthy. Our partnership with #Alkami makes #CreditSafe credit scores and data reporting readily available to all Alkami financial institutions and their business clients - more options are coming from other credit bureaus very soon. The best part? It’s seamlessly integrated into the Alkami platform, accessible to hundreds of banks and credit unions by default, with no additional setup required!🛠️✨ This initiative is all about growth, offering new educational content and features to help businesses obtain and improve their credit scores - thanks a lot for hard work and support to Jacob Leick, Mandy Lopez, CTP, CSSGB, PSPO, Chris Spohr, Eric Ryan, Chad Hoar, MBA, Dara Povlot, Jami Nelson, MBA, Kristen Bryce, PSPO, Nick Chasse, Riani Townshend, Scott Crawford, Stephanie Massey, Steven Hightower, Jeff Chen, Joey Zollinger, David Benning, Nate Shahan, David Davenport, Todd Beemer, Scott W., Chrystal Hutchinson Rieger, 🚀Brandon Ragan, David Nayes, Brett W. Morgan, Anna Davis, Jennifer Doyle, Adam Anderson, Cole Downing, Cato Syversen, Mark Edwards, David Mayor, David Walters, Cordell Hutchings Check out more about this fantastic partnership here: https://lnkd.in/eeSPaAwZ #upSWOT #BusinessCredit #FinTech #Innovation #BusinessGrowth #CreditScore #Partnerships

🌟 We’re excited to announce that upSWOT is officially SOC 2 compliant for the third year in a row! 🌟 Achieving this milestone consistently is no small feat. It’s a testament to our unwavering commitment to security, stability, and growth. We take our responsibility to protect our clients’ data seriously, and this certification proves we’re not just talking the talk—we’re walking the walk, year after year. A huge shoutout and thank you to the incredible teams at #upSWOT, Drata and Sentry Assurance teams, especially Andrew Davydchuk, Victor Martinovych, Oleg Prysiazhniuk, Valentina Parkhomenko, Liudmyla Semeniuk, Dmitry Syvolap. Your support and expertise have been invaluable in helping us maintain these high standards. We couldn’t have done it without you! Here’s to secure growth, strong partnerships, and many more years of excellence! 🥂

upSWOT is making a strategic entry into the wealth management space, with support from SEI, First Rate, Inc, Republic Capital Group, and The Founders Arena #upSWOT's technology is designed to enhance the capabilities of relationship managers by guiding them and their business clients with 12 embedded widgets powered by various data sources and actionable insights. The same tech will support thousands of RIAs and wealth advisors with comprehensive access to crucial data including accounting, ERP, payroll, eCommerce, and tax information of their clients who own businesses. This integration of detailed client data not only boosts the effectiveness of wealth advisors but also offers a competitive advantage in attracting and managing more client assets compared to other advisors. It will help to offer more products and services and will guide their knowledge of liquidity events coming soon. All the support we are getting now from Pamela Cytron, Sneha Sanghrajka Shah, Marty Wieder, AICP, Trina Stone, John Langston, CAIA, Hamza Qadir, Daniel Schutte, Camille Santrach, Jennifer Dempsey Fox, Marshall Smith, Russ Kliman, Scott Parsinen, and dozens of others is literally bringing us to direct engagement with leading financial institutions, banks, and wealth advisors to further upSWOT's impact in the wealth management sector, aligning with industry needs for digital-first solutions amidst significant generational wealth transfers. Press release: https://lnkd.in/eTVcucjJ

See you at Alkami Technology #Colab to show what we do with all Alkami banks!

We're thrilled to share that Charles Rettig, former Internal Revenue Service leader and maestro, is now part of the #upSWOT family as our newest shareholder and senior advisor! 🤝 During his tenure at the #IRS, Mr. Rettig led the charge, overseeing over 60,000 employees and $13B budget - a colossal operation that kept the nation's tax system running smoothly. Now, he's bringing his wealth of expertise to upSWOT, where we're gearing up to help banks, credit unions and various FIs handle tax prep and reporting for their clients. 💼💡 But here's the kicker – we're not just talking about creating fancy new tools. We're talking about embedding tax reporting right into the banking interface! Imagine millions of businesses and consumers, served by banks, having a secure and user-friendly way to handle their tax reporting directly through their digital banking platforms. 🏦 With Mr. Rettig's guidance, we're on a mission to make this vision a reality, providing businesses with an effortless and streamlined way to stay on top of their tax obligations. Get ready for a game-changer in financial technology! 🚀 Stay tuned for more updates as we work towards making tax reporting as easy as pie for businesses and consumers everywhere! 🌟 Press release https://lnkd.in/eXT-3J8z

Hey LinkedIn fam! While we're usually all about the #upSWOT Fintech magic ✨, we've stumbled upon a side project that's got us thinking outside the #fintech box 📦 Picture this: soldiers stuck on the battlefield, time ticking away. Lives hanging in the balance because there aren't always four heroes around to carry a wounded Ukrainian soldier to safety. That's where our wearable stretcher with wheels comes in – a game-changer with an extra layer of protection on the back! Now, one soldier can easily wheel their injured friend out of danger, potentially saving precious lives 💪 The concept revolves around soldiers wearing it before entering battle, enabling assistance if they are injured. With independently moving wheels of the right size, it's adaptable to various terrains, particularly suitable for city or town warfare. The metal's specifications determine its suitability as an additional protective layer, with considerations for weight. Additionally, the headrest can be folded for convenience. Now, we're not exactly engineers by trade, and we know that we are much better in fintech than in hardware, and our stretcher may be a bit... experimental. But hey, if it can save lives in urban warfare, we're all in! 🙌 So, if you've got any genius tweaks or connections in the Ukrainian Ministry of Defense, hit us up! We're itching to make this prototype a reality and send all specifications to those who can actually make the use of our idea. And let's not forget the bigger picture here. Supporting Ukraine isn't just about stopping russia in its tracks; it's about sending a message to all the bad guys out there - doing whatever they won't leads to consequences that they won't like 🛑 Big shoutout to Pavel Martinovych, Oleksandr Sikhnevych, Maksym Bondarenko and lots of other guys involved, who've worked on this concept, got the patent, and invested their heart, soul, and ideas – you guys rock! 🚀 A couple of short videos below https://lnkd.in/eJ-uBkbi https://lnkd.in/ez67wCy9 P.S. Huge thanks to the US, EU, and all the other countries, companies and people, supporting #Ukraine in this critical time. Your solidarity means the world! 🌍

Thrilled to announce Darin West, CICP grand entrance into our team as the Data Maestro (aka SVP, Head of Data) 🎉 Darin's been our trusty sidekick since our partnership kick-off with Envestnet | Yodlee two years ago, making teamwork look cooler than ever. With a whopping 20 years of data sorcery under his belt, Darin has a knack for turning data into pure gold. From leading all data strategies at Equifax, Envestnet, Inc, to kicking it with Dun & Bradstreet, he's now here to add his magic touch to our crew and upSWOT data platform 😁 But Darin isn't just about crunching numbers; he's a master at building alliances and leading high-energy teams. His secret sauce? Collaboration! He's all about forging robust relationships with teams, partners, and leaders to orchestrate a symphony of success. So, let's give a roaring welcome to Darin – the data virtuoso, the insight conjurer, and our newest VIP which will guide our data strategy, relationships with credit bureaus and key partners! Big thanks to Vidya Vishal, William Phelan, Eric Rusack, and Chip Scully for the rave reviews and endless support of our team! Get ready for some data fireworks! 🎩✨ Announcement: https://lnkd.in/egEh-tnE

We're delighted to introduce Victor Martinovich as the Head of Product Delivery, overseeing the delivery of upSWOT platform. With over 15 years of experience in building and implementing digital products Viktor is the perfect match in leading our delivery processes. On top of that, Viktor is well-versed in our technology and proved to be a passionate, trustworthy and inspirational leader. Viktor and his team are dedicated to upholding operational, compliance, security, performance, and quality standards. They are committed to surpassing these benchmarks, ensuring the swift delivery of new generations of our solution to clients and partners. Congratulations, Viktor!

Our parents are the architects behind our success 😊 Happy holidays!