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SizeUp Gives FIs Business Intelligence Tools to Help Reengage Customers

This post is part of our live coverage of FinovateSpring 2015.

SizeUpLogoThe team from SizeUp is launching its business intelligence platform for financial institutions.

SizeUp FI (Financial Institutions) is a new service that enables FIs to provide their customers with valuable business intelligence directly through the FI’s own website, SizeUp provides FIs:

  • Consistent reengagement with customers through “sticky” data services
  • Stronger partnerships with business customers by helping them succeed with Big Data insights they previously couldn’t afford or understand
  • Introduction to the FIs relevant products and services through SizeUp’s tools at specific decision-points of the customer’s business lifecycle
  • New value FIs can provide outside of “me too” FI business offerings
  • Multiple versions of SizeUp FI enabling the FI to provide its own custom implementation

SizeUP FI presenters: Anatalio Ubalde, CEO, co-founder; Thomas Barron, VP business development



Product Launch: April 2015

Metrics: N.A.
Product distribution strategy: Through financial institutions, through other fintech companies and platforms, licensed

HQ: San Francisco, California
Founded: September 2011
Twitter: @sizeupbusiness