Category Archives: Uncategorized

Efma SME Summit in Milan SizeUp Demo

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Efma’s SME Summit was designed to help banks capitalize on the significant opportunity of the small and medium enterprise (SME) market. First held in 2004, the annual Efma SME Summit has become the must-attend annual event which focuses on the challenges facing SMEs in the evolving retail financial services landscape. This year’s conference was held in Milan and included over 100 participants with executive responsibilities for SME banking from 29 countries. The conference included presentations from three Fintech companies including SizeUp, Consdata, and Strands. The SizeUp presentation covered topics including: Bank as partner for SME business success, Business intelligence and benchmarking for SME Customers, SME assistance for customer acquisition/ retention/ engagement, Increasing SME engagement digitally and in-branch, and Success models.


For more information visit https://www.efma.com/event/program/517

How SizeUp helps Small Businesses Explainer Video

Watch how SizeUp helps small businesses overcome the challenges they face.

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SizeUp Presents at G20 Summit SME Finance Forum

G20_Turkey_SME_FinanceSizeUp presented to an international audience of dignitaries, bankers, and small business experts at the Global SME Finance Forum in conjunction with the G20 Summit in Antalya, Turkey, which was attended by heads of state, central bankers, and dignitaries from the countries representing the 20 largest economies on the planet.

The event brought together public and private sector experts to discuss and discover new and better ways to grow small businesses. Speakers at the conference included Queen Maxima of the Netherlands, Cevdet Yılmaz, the Deputy Prime Minister of Turkey, Sir Sherard Cowper-Coles, Group Head of Government Affairs at HSBC, JP Nicols, CEO of Innosect, and Anatalio Ubalde of SizeUp. Fintech companies were an important focus for the future of SME finance and SizeUp was presented on stage as a model to help small businesses succeed by providing them with big data insights to make smarter decisions through business intelligence.

The Global SME Finance Forum was created by the G20 and is managed by the International Finance Corporation of The World Bank

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

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

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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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Wells Fargo Competitive Intelligence Tool Featured on The Morning Brew

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The Morning Brew‘s host Dan Mayfield and guests discussed Wells Fargo Works’ new business plan center and competitive intelligence tool from the TV studio in Albuquerque, New Mexico. You can learn more about the benefits of using competitive intelligence for your business by watching The Morning Brew segment here.

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SizeUp Leads Class for Entrepreneurs

Members of the SizeUp team led a training session on February 22nd at the U.S. Small Business Administration’s Entrepreneurship Center in downtown San Francisco.  The session was attended by a diverse set of entrepreneurs, including a current bicycle shop owner, a future shoe retailer, and a budding restaurateur.  During the session, the presenters demonstrated how SizeUp can be used to perform market research, using several of the businesses represented in the room as case studies.  The session was sponsored by the San Francisco Small Business Development Center, who has been a strong supporter of SizeUp’s mission.