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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Moneyhub applies different types of AI to help our financial services customers really understand their end consumers, and then build compelling journeys that benefit both the institutions and their end customers.

Description

Quickly grasp a company's challenges, requirements, and comprehensive financial background to play a crucial role in shaping their future. Access essential metrics from top financial applications using tools designed to track trends and assess the performance of business clients in real-time. The integration and automated analysis streamline the identification of both opportunities and challenges, enhancing banks’ capacity to provide unmatched personalized service. The cumbersome application processes and data-sharing hurdles that burden small to mid-sized businesses (SMBs) have been transformed into a swift and seamless experience. Generate highly tailored sales proposals based on the latest insights into the challenges and prospects facing businesses. With a clear and comprehensive view of their clients' financial histories, banks are better positioned to assist them in making informed decisions that will benefit them in the long run. By leveraging these insights, banks not only foster stronger relationships but also drive greater business success for their clients.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Analytics No 
ClickSend No 
Exact No 
Facebook Messenger No 
Fortnox No 
FreeAgent No 
FreshBooks No 
Google Analytics No 
Insightly No 
Mailchimp No 
Odoo No 
Pipedrive No 
QuickBooks Desktop Pro No 
Salesforce No 
SendPulse No 
Stripe No 
Traverse No 
WooCommerce No 
Xero No 
vcita No 

Integrations

Adobe Analytics Yes 
ClickSend Yes 
Exact Yes 
Facebook Messenger Yes 
Fortnox Yes 
FreeAgent Yes 
FreshBooks Yes 
Google Analytics Yes 
Insightly Yes 
Mailchimp Yes 
Odoo Yes 
Pipedrive Yes 
QuickBooks Desktop Pro Yes 
Salesforce Yes 
SendPulse Yes 
Stripe Yes 
Traverse Yes 
WooCommerce Yes 
Xero Yes 
vcita Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Moneyhub

Country

United Kingdom

Website

moneyhub.com

Vendor Details

Company Name

upSWOT

Founded

2019

Country

United States

Website

upswot.com

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