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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 Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually).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.

About

Our financial software solutions offer a fully integrated, wholesale banking approach, while focusing on the institutional side of banks. More than a half of a bank’s income is generated from wholesale banking, yet most of the processes are still manual, customer service is poor, and decisions take a long time. We turn your bank into a Fintech, by offering an AI-enabled solution which covers the entire spectrum of commercial lending. Digitise your entire SME lending process for faster and smarter credit decisions. Our AI-powered credit management platform digitalises your entire SME lending process from initial onboarding, scoring and credit bureau integration to disbursements and ongoing servicing. All this enables you to save significant time on the application process, enrich your customers’ banking experience and make smarter decisions with AI-driven prioritisation processes.

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

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

Audience

Businesses looking for a embedded finance platform

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

Contact us for pricing details
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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:

Review this Software

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

Boss Insights
Founded: 2017
Canada
bossinsights.com

Company Information

RISQ
Founded: 2016
Emiratos Árabes Unidos
www.risq.info/

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Categories

Categories

API Management Features

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

Commercial Loan Features

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

Integration Features

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

Integrations

ActiveCampaign
Adenza
Bitrix24
Chargebee
Google Analytics
HubSpot CRM
Insightly
Keap
MX.3
Microsoft Azure
Pipedrive
Recurly
Sage Accounting
Shopify
Yodlee
Zoho Books
Zuora

Integrations

ActiveCampaign
Adenza
Bitrix24
Chargebee
Google Analytics
HubSpot CRM
Insightly
Keap
MX.3
Microsoft Azure
Pipedrive
Recurly
Sage Accounting
Shopify
Yodlee
Zoho Books
Zuora
Claim Boss Insights and update features and information
Claim Boss Insights and update features and information
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Claim RISQ and update features and information