Go Beyond Convenience - Redefining financial apps and websites for exceptional user experiences and to become intelligent digital financial assistants.

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Most banks built mobile apps for users but left user engagement to chance and paid the price. Apart from transaction alerts, at best, they send a few notifications over Push, Email, and (occasionally) Text. This is why bank users love Fintech Apps and move to them in droves!

Lack of Convenience
Build an easy, on-the-go solution (mobile app)
Smart Adoption
Teach each user at their pace, not yours
Watch, React
Respond to user behavior in real time with in-app tips or nudges to try something new & relevant
Progressive user profiles
Build six-dimensional (6D) user profiles incrementally to serve as a highly accurate & useful data foundation for effective user engagement
User-Driven Roadmap
Seek in-the-moment feedback from every user to improve features & evolve roadmap
Human Friendly
Use gamification to work with, rather than against, human nature to seed & nurture desirable user behavior.
It takes a LOT of capabilities to create knock-out user engagement. These capabilities are spread across multiple tools, causing a tool sprawl and expensive management overheads. Upshot.ai brings them all under one umbrella.
Transactions, Demographics, Digital Behavior, Preferences, Attitude, Feedback

Biases kill the truth, waste opportunities, and exhaust resources. The best digital companies use science in a loop: keep running experiments to learn what's real, true, and effective.
Look through user analytics and frame your experiment.
Who would be the right user segment for this experiment? Define & create the segment.
Build out the creative & copy, even A/B variations, and decide the channel of engagement.
Run the experiment and use statistics to find out if the hypothesis is true.
Signup For Digital Banking
Transact Online
Online Beats Offline
Cross-sell
Stay Enabled
A few powerful use cases you can achieve using Upshot.ai

| Capability | Upshot.ai | Competitors |
|---|---|---|
| Custom Analytics, Dashboard and Funnels | ||
| Segmentation (Basic) | ||
| Segmentation (Advanced) | ||
| Notification (Push, Email, SMS, In-app) | ||
| Basic Surveys |
The biggest challenge with older, push-based capabilities has been low user response rates. Overuse causes users to turn off notifications, harming marketing and business objectives.
Beyond notifications, clients have not been equipped with more human-friendly engagement options.
| Capability | Upshot.ai | Competitors |
|---|---|---|
| Zero Day Contextual Campaign | ||
Gamification
| ||
Fresh Feedback
| ||
User Awareness Building
| ||
| Personalized in-app ads for self & partner | ||
| Build your own engagement activity |
These capabilities create a PULL factor for users using human behavior & motivational psychology techniques.

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