upSWOT
Bryan Clagett is an experienced advisor and consultant in the fintech and financial services sectors, currently working with EXL to aid the US banking team's market expansion. With a history of strategic advisory roles at organizations such as ScribeUp and ROGER, Bryan contributes to mobile banking solutions for military personnel and advises on next-generation data platforms through Ascent. Bryan also holds advisory positions at Auto Link and Concreit, focusing on car buying portals and bridging wealth gaps in real estate, respectively. As a managing partner at Jamestown Associates, Bryan emphasizes building partnership ecosystems and enhancing go-to-market strategies. Bryan serves on the board and as chairman of the Center for Child & Family Services, providing essential counseling support to the community. Academic credentials include a BA in Marketing from New England College and a Post Graduate degree in Six Sigma from Rutgers University.
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upSWOT
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Founded in January 2019, Upswot technology serves dozens of financial institutions helping them to build loyalty and grow engagement among their SMB clients. The platform is a white-labeled portal deployed into customers’ private cloud and connected with the online banking application. Using an approach similar to Plaid, SMBs connect their data for continuous, API-enabled access to QuickBooks, Xero, Salesforce, and 120+ other business-critical SaaS applications.