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Bank Innovation on How SizeUp Helps Banks Do More for Small Businesses

July 13, 2015 by Mario Ubalde

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In the article “2 Startups Aim to Help Banks Do More for Small Businesses,” Bank Innovation discusses how small businesses are classically underserved by banks and the ways that “banks are stepping up partnerships with startups targeting the space, and are adding new services and improving existing services for small businesses in general.” The article discusses how SizeUp advances what banks can offer customers through “business intelligence based on location, to show businesses threats and opportunities in their space. Mining information from hundreds of inputs, most publicly accessible, SizeUp lets businesses compare themselves to peers and see a revenue heatmap by ZIP code.”

Read the complete article at Bank Innovation.

 

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Filed Under: Fintech, News coverage Tagged With: banking, banks, business intelligence, financial services, fintech, SizeUp, small business, startups

10 Emerging Financial Technologies with a Tax-Angle includes SizeUp

May 20, 2015 by Mario Ubalde

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The About Money article 10 Emerging Financial Technology Apps with a Tax-Angle discusses new tech with an interesting tax angle. SizeUp is #1 on the list and the author explains that SizeUp “is a great tool for accountants and tax professionals to bookmark. We can use SizeUp to help our small business clients answer questions, how do I compare to similar businesses in my area? Or, which neighborhoods are have less competition? Or, which neighbors spend the most money on this particular industry?”

It further states that “SizeUp enables businesses to see how they compare to other businesses in the same industry. SizeUp does this by synthesizing on data from hundreds of sources to calculate metrics such as average revenues.”

You can read the full article at About Money.

 

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Filed Under: Fintech, News coverage Tagged With: About Money, accountant, Finovate, small business, tax professional, tax tools, taxes

Finovate Explains how Financial Institutions Increase Engagement with Small Businesses using SizeUp FI

May 13, 2015 by Mario Ubalde

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In Finovate’s article, “SizeUp Gives FIs Business Intelligence Tools to Help Reengage Customers,” it explains that the launch of SizeUp FI (Financial Institutions) will enable financial institutions to provide their business customers with valuable business intelligence directly through the FI’s own website. This will provide greater engagement with business customers through “sticky” data services, help their customers succeed with Big Data insights they previously couldn’t afford or understand, and introduce FI’s relevant products and services at specific decision-points of the customer’s business lifecycle. The service is unique and enables financial institutions like banks, payment cards, credit unions, and accounting services to compete outside of “me too” FI business offerings.

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Filed Under: Fintech, Uncategorized Tagged With: accounting, banks, big data, credit cards, credit unions, financial institutions, fintech, small business

Beyond the Arc: Emerging Theme of Small Business in Fintech with SizeUp FI

May 13, 2015 by Mario Ubalde

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The CEOs of Beyond the Arc and William Mills Agency discussed the highlights of emerging financial technology in a video from Silicon Valley during the first day of the Finovate Summit.

“A couple of themes seem to be emerging. One that I don’t recall previously was the focus on small business,” said Stephen Ramirez, CEO of Beyond the Arc. “SizeUp in particular has a great offering in its ability to bring business intelligence to small business.”

You can watch the interview and conversation between William Mills and Stephen Ramirez here.

Their analysis of SizeUp is also included on the William Mills Agency website.

 

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Filed Under: Fintech, Uncategorized Tagged With: Beyond the Arc, fintech, SizeUp FI, small business, trends, William Mills Agency

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