+
+

Related Products

  • SBS Banking Platform
    29 Ratings
  • MindCloud
    71 Ratings
    Visit Website
  • SBS Asset Finance
    3 Ratings
    Visit Website
  • Gr4vy
    6 Ratings
    Visit Website
  • LendingPad
    302 Ratings
    Visit Website
  • MeridianLink Opening
    27 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • Qloo
    23 Ratings
    Visit Website
  • D&B Connect
    188 Ratings
    Visit Website
  • B2i
    2 Ratings
    Visit Website

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 Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually).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

Saris AI is an AI workflow agent platform purpose-built for banks and credit unions, designed to automate multi-step lending, compliance, and operational workflows while keeping teams in control through secure, compliant, and auditable processes. Its multi-turn AI agents handle intricate back-office work that is typically manual, repetitive, resource-intensive, and difficult for traditional RPA tools to manage. It helps financial institutions streamline backend operations across lending, deposit operations, services, collections, risk, and compliance, allowing skilled employees to spend less time on tedious operational tasks and more time serving members, customers, and communities. Saris integrates directly into existing cores and loan origination systems, so banks and credit unions can automate workflows without ripping and replacing their current infrastructure.

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

Banks and credit unions that need secure AI agents to automate lending, compliance, deposit operations, and back-office workflows without replacing existing systems

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:

Review this Software

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

Saris
Founded: 2024
United States
saris.ai/

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

Anthropic
CenterEdge Advantage
Google Analytics
Gusto
Hyland Content Composer
Insightly
Keap
LinkedIn
Maxio
NetSuite CRM
OnBase
OpenAI
Recurly
Sage Accounting
Salesforce
VK
Xero

Integrations

Anthropic
CenterEdge Advantage
Google Analytics
Gusto
Hyland Content Composer
Insightly
Keap
LinkedIn
Maxio
NetSuite CRM
OnBase
OpenAI
Recurly
Sage Accounting
Salesforce
VK
Xero
Claim Boss Insights and update features and information
Claim Boss Insights and update features and information
Claim Saris and update features and information
Claim Saris and update features and information