Build better financial service workflows—fast
We design and ship web apps that handle intake, routing, compliance, call automation, and analytics—so your team focuses on clients. We are the creators of App.Knittt.com.
What we build
Custom web apps and integrations purpose-built for financial services operations.
Client Intake & E‑Sign
Guided flows, document upload, and identity checks that reduce back‑and‑forth.
Lead Routing & SLAs
Weighted queues, round‑robin, and auto‑escalations to lift speed‑to‑contact.
Call Center Automation
SIP/Asterisk connectors, click‑to‑dial, recordings, and AI summaries logged to your system.
Compliance Logging
Consent capture, immutable audit trails, and exportable records.
Analytics
Cohort conversion, source ROI, rep performance, and revenue attribution dashboards.
Integrations
Twilio, Asterisk, BigQuery, Pub/Sub, Slack, Google Workspace, and your CRM.
Featured: App.Knittt.com
A unified operations layer for financial services. Centralizes leads, calls, tasks, and notes—so managers orchestrate outcomes and reps always know the next best action.
- Real‑time routing and queue management
- QA transcripts and outcome tagging
- SLA dashboards and source analytics
Why Upward
- Financial‑grade architecture: secure auth, role‑based access, and auditable activity.
- Speed to value: focused sprints deliver working software in weeks, not quarters.
- Ops‑first UX: built around your SOPs and regulatory constraints.
- Own your roadmap: extensible APIs, clean handoff, and documentation.
- Faster time‑to‑first‑contact
- Higher lead‑to‑deal conversion
- Near‑zero compliance gaps
Actual results vary by process maturity and team size.
Security & Compliance
- SSO/JWT, RBAC, optional IP allowlists
- Encryption in transit and at rest
- PII handling best practices with configurable retention
- Detailed audit logs and consent capture
How we work
- Discovery & mapping
- Blueprint & timeline
- Build & connect (iterative sprints)
- Pilot & train
- Scale & support