Uprise
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About
Uprise is an AI-powered financial advisory tool embedded in SMB platforms. It offers financial guidance tailored for business owners, helping them navigate critical decisions, save on taxes, set up payroll, evaluate funding options, and secure their family's future. Uprise helps increase retention and product value for SMB platforms by solving customers’ burning finance questions with a personal touch from a real CFP® advisor. Partners can unlock a premium revenue stream and cross-sell more successfully. Uprise provides insights about customers’ goals and finances, enabling better service. The tool offers flexible, seamless integration, launching a white-labeled solution or using APIs to customize.
Platform
Features
• cross-sell more successfully
• unlock a premium revenue stream
• increase retention and product value
• embedded financial advisory for smb platforms
• financial guidance tailored for business owners
• apis for customization
• white-labeled solution
• see customer's full financial picture
Job Opportunities
There are currently no job postings for this AI tool.
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