Questions and Concerns

In case we missed anything

FAQs

  • At Swipe, we offer the financial services industry the most comprehensive and data-driven LMI borrower market intelligence platform in the world, designed to:

    grow your customers

    grow your profit

    reduce your costs

    grow your insights

    We help commercial banks, community banks, credit unions, insurance companies, brokerage firms, investment banks, planning firms, CPA firms, and mutual funds discover critical LMI borrower insights using big data and an easy-to-use online data platform.

  • Yes, you can pay monthly for your account. Choose the monthly option in your account settings, and you will be able to pay on a per-month basis. The monthly plan is not discounted, so we recommend the yearly plan if you want to save.

  • Our pricing is based on two variables: the feature plan you’d like to use and the number of users on the platform. Once you’ve decided on the feature plan and users, choose your preferred subscription payment: month-to-month or annual. Payment is made in one upfront installment (so if you purchase a plan for one year, you will pay for one year upfront).

  • Our extensible platform scales with your business, and pre-built integrations with top alternative payment methods (APMs) allow you to give borrowers more ways to pay while turbocharging your growth. Accept payments simply and securely with Swipe Payments, our all-in-one, enterprise-grade payment solution, or keep your existing payment processor through a simple gateway integration.

    Swipe Payments, our native payment stack, supports all major card brands and offers simplified reporting, reconciliation, settlement, and fee structures.

    Swipe has an open payment platform, meaning we integrate with top payment service providers, allowing you to keep current payment-related reporting and reconciliation with your PSP.

  • We provide data and intelligence for financial services asset-based loans, cash flow loans, trade financing, and lending activities such as advancing funds or credit and collecting funds.

    We offer detailed table format-based visualization of borrowers’ transaction details. You can filter our data by over 100 different parameters.

  • There are several ways to access our data and intelligence:

    We have built a world-class online data platform that makes it easy to filter, search and select the data you need quickly. You can also leverage our powerful yet simple visualization tools like graphs and spider charts to promptly see the insight you are looking for and understand large data sets at a glance.

    You can also easily download our data from the platform with a mouse click in CSV. Quickly generate lists for marketing, sales, or any data project that requires using Excel or your in-house data processing technology. Our visual graphs and charts are downloadable as CSV, PNG, JPEG, and PDF. PDF documents make it easy and fast to create your own personal, powerful presentations for your team, clients, investors, and prospects.

    We have built a robust REST API that allows your technical or data team to connect your in-house data platforms directors to our servers. Once set up, this API connection will enable you to quickly access our data on a scheduled, automated basis while storing the data in the schema and platform you require.

  • We research, mine, clean, process, and publish dozen of data sets. EVERY data set has a unique update schedule. The update frequency of every dataset depends on the source the data set comes from and the techniques used to extract or process the data.

    To learn more about when our data sets are updated, click here to get started with a free consultation.

  • You can schedule yourself directly on our calendar for a free consultation to discuss your business needs and to answer your questions. Click here to get started.

    One of our Business Development Managers will assist you with a free demonstration of our product, and you will have the opportunity to choose the plan that suits your needs best. Once we have worked out the exact products and services you need, we will schedule an “ onboarding meeting” with one of our Customer Success Managers, who will walk you through getting started. During this meeting, we will train you and your team and provide you with your user name and password.

    The entire process typically takes two phone calls, but we can get you started in less than an hour if you want to move quickly!

  • Our data science team is well aware that our customers are concerned with four key factors:

    Do we have the data they need?

    Do we have data in our client's area of operation?

    Is the data complete?

    Is the data accurate?

    At Swipe, we have gone to great lengths to "quality assure" our data sets. This means we have a detailed data cleaning process and "ETL pipeline" where we extract, transform, and load raw data from multiple sources into a staging server. This process includes importing data from its raw form and source, merging data sets, rebuilding missing data, standardizing the data scheme, removing duplications, verifying and enriching data sets, and loading it into our online data platform.

    You can rest assured that our data science team spends countless hours combing through every single data point using advanced data cleaning techniques using Python coding best practices. Finally, we grade the data to know where problem areas are present and publish these findings to our clients monthly. This way, you get access to clean, accurate, and trustworthy data.

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  • The data, insights, and intelligence we provide is invaluable for every financial services company, consultants , and investor to make better business decisions.

  • Yes, by choosing a yearly plan, you will receive an 18% discount.

  • >Increase lending decision certainty by 100%.

    >Gain a competitive advantage over your competition.

    >Negotiate better deals.

    >Access dozens of hard-to-find and difficult-to-obtain data sets all in one easy-to-use online platform.

    >Discovery of multi-million dollar market trends found nowhere else in the world in minutes.

    >Turn millions of data points into easy-to-understand market intelligence with simple graphs and visual reports giving you million-dollar insights.

    >Save months and years of research to find needed answers to critical business questions.

    >Conserve resources and energy by relying on trusted big data experts.

  • Not a problem! We built our easy-to-use data platform to give non-technical users the ability to gain powerful insights from complex hard-to-access data sets.

    We searched far and wide to hire the best-in-industry product managers and user experience designers to build a world-class online software platform that anyone can use. Limited to no training is required to get started and you will be up and running as soon as you get your user name and password. Log into our online platform, and you’ll be up and running instantly.

    Accessing needed information online from the comfort of your office chair ( or wherever you can access the internet) has never been easier.

    Gone are the days of overly complicated data analysis tools that require teams of data analyst, data scientists, and developers. You can generate beautiful graphs and reports by yourself. We make it EASY to impress your boss, colleagues, and clients with beautiful presentations and powerful knowledge while evoking the jealousy of your competition.

    Just in case you still need help or have questions ( about anything), we offer every client their very own personal Customer Success Manager. You will have unlimited Customer Support via phone and chat Monday through Friday from 9:00 a.m. EST until 6:00 p.m. EST.

  • We are a “ SaaS” business, otherwise known as the “ Software as a Service” business. This means that we license our software to you for a fairly priced annual subscription paid once a year. Then, you get access to our technology and data online in seconds from the comfort of your office.

  • Our areas of coverage are within the United States, Canada, and Europe. We are expanding to cover additional geographic regions soon. Contact us today by clicking here to request more details about our road map to expand to new areas of operations.

  • Yes. Swipe Professional Services is a white-glove solution that offers lenders access to project managers, integration services, training, education, and testing, as well as ongoing, dedicated support post-launch.

    Before Go-live

    Your dedicated Project Manager will guide you through the complete implementation process, provide a project plan, and oversee all steps to get you up and running smoothly.

    Your Technical resources will provide consulting and best practices on your specific integration with Swipe using our API or pre-built Plugins. We offer various levels of service depending on your specific needs.

    Your dedicated Customer Success Manager is involved during the implementation phase and will provide education and training sessions as well as Q&As to help you get familiar with Swipe.

    After Go-live

    Your Customer Success Manager will always be your dedicated point of contact and strategic partner, available to review your Swipe performance, advise on new products and features, and more.

    The Customer Support and Education teams will assist with any Swipe questions and provide self-service tools that can be accessed via Zendesk or the Swipe Support Center.

  • Schedule a call with us and a member of our team will contact you to discuss how Swipe can improve the overall experience for your LMI borrowers.

  • If you’ve paid for a yearly subscription in the last 30-days and need to cancel your account, you are entitled to a prorated refund. We will automatically refund you the remaining balance from your original purchase. Simply cancel the account from the Admin section, and your account will be automatically refunded. If you have any questions, you can always reach out to support@exploreswipe.com