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 Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually).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

Add a pre-built UI to your front end with options to select an integration with zero custom code. Your users approve and go through a managed OAuth flow of the integration they choose. Use our unified APIs to read and update your customer’s data. Integrations require a lot more engineering time, resources, and ongoing maintenance than you would first expect. When building your own integrations you have to deal with a lot of challenges, such as: unreliable third party integration endpoints, which fail or hang more often than you think; monitoring and reliability of the integration code; dealing with different schemas, gotchas, rate-limits of the various APIs you integrate with. You need to do this ALL alongside maintaining your own code base.

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 an Unified API solution to build, maintain and scale their integrations

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

No information available.
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:

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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

Revert
www.revert.dev/

Alternatives

Alternatives

Railz

Railz

Railz.ai

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

HubSpot CRM
Pipedrive
QuickBooks Online
Salesforce
Agile CRM
Google Analytics
Google Drive
HubSpot Customer Platform
Keap
Magento
NetSuite
NetSuite CRM
Odoo
Paycor
Recurly
Sage Accounting
Stripe
VK
X (Twitter)

Integrations

HubSpot CRM
Pipedrive
QuickBooks Online
Salesforce
Agile CRM
Google Analytics
Google Drive
HubSpot Customer Platform
Keap
Magento
NetSuite
NetSuite CRM
Odoo
Paycor
Recurly
Sage Accounting
Stripe
VK
X (Twitter)
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Claim Boss Insights and update features and information
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