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About

Made for commercial banks and commercial lenders, BankPoint seamlessly overlays your core banking system with a simple, user-friendly solution that will dramatically improve and simplify the way your institution operates. Learn why forward-thinking financial institutions are adopting BankPoint to improve areas including Loan Pipeline Management, Loan Portfolio Management, Covenant Tracking, Loan Review, Document Management, and more.

About

Boss Insights’ platform digitizes lending to grow relationships between banks and their business clients. Thanks to Amazon style advancement, there is a growing divide between lenders’ service and businesses’ expectations. Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually). Boss Insights’ API hub empowers lenders to bridge the divide. APIs are the most efficient way to digitize existing processes enabling accelerated service and a complete view in real time. The platform is used to accelerate SBA, SMB and Commercial Lending from months to minutes. It also supports cross-selling products empowering banks and credit unions to proactively serve customers.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Banks, lenders, and loan portfolio managers of all sizes

Audience

Fintechs and Financial Institutions (Banks, Brokers, Credit Unions)

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

BankPoint uses a simplified per-user pricing model that includes all current available modules and future releases of the BankPoint system. The solution can be deployed in your data center (on-premise), or hosted privately in the Microsoft Azure Cloud.
Free Version
Free Trial

Pricing

Contact us for pricing details
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.9 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.7 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Boss Insights’ universal API allows financial institutions and SMBs to benefit from deep insights into the business’s financial data. The single API speeds the lending process up considerably, and the ability to monitor the business’s financial performance on an ongoing basis helps FIs to be a better partner to SMB clients.
  • As a business modelling tool, we offer insights to businesses on their financials. Boss Insights got us up and running quickly and gave us access to accounting data and insights.
  • With Boss Insights, our fintech bank has the data and insights required to serve the small business market more effectively.
  • The Boss platform is user friendly and our team is able to easily navigate real-time accounting info for our portfolio prospects. It is easy for customers to click and connect and everything is branded with our company name to avoid confusion with potential customers.
  • We've been able to delight our SMBs with a white-labeled platform to apply onsite.

Cons

  • Nothing! Everything has been good with Boss Insights.
  • As we grow, we'll go back to request more data and insights.
  • The only con that I can come up with, is that for our purpose it took time to build a front end user experience.
  • There have been some instances where a potential company did not have their accounting data readily available format for Boss, and as a result we cannot use Boss 100% of the time (for example, consolidation is done in excel, desktop accounting systems are used etc.)
  • No cons. Everything works as described.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BankPoint
Founded: 1999
United States
www.getbankpoint.com/scheduledemo/

Company Information

Boss Insights
Founded: 2017
Canada
bossinsights.com

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Categories

Categories

Commercial Loan Features

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Commercial Loan Features

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

API Management Features

Access Control
Analytics
API Design
API Lifecycle Management
Dashboard
Developer Portal
Testing Management
Threat Protection
Traffic Control
Version Control

Integration Features

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Integrations

Bitrix24
CenterEdge Advantage
Copper
Fintech Sandbox
FreeAgent
FreeAgent CRM
Freshsales
Gusto
HubSpot CRM
Keap
LinkedIn
Magento
Microsoft Dynamics 365 Business Central
Nimble
Odoo
Paycor
Recurly
VK
Wave Accounting
Xero

Integrations

Bitrix24
CenterEdge Advantage
Copper
Fintech Sandbox
FreeAgent
FreeAgent CRM
Freshsales
Gusto
HubSpot CRM
Keap
LinkedIn
Magento
Microsoft Dynamics 365 Business Central
Nimble
Odoo
Paycor
Recurly
VK
Wave Accounting
Xero
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