Related Products
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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 Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually).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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Fintechs and Financial Institutions (Banks, Brokers, Credit Unions)
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Audience
Banks and credit unions that need secure AI agents to automate lending, compliance, deposit operations, and back-office workflows without replacing existing systems
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBoss Insights
Founded: 2017
Canada
bossinsights.com
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Company InformationSaris
Founded: 2024
United States
saris.ai/
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Anthropic
CenterEdge Advantage
Google Analytics
Gusto
Hyland Content Composer
Insightly
Keap
LinkedIn
Maxio
NetSuite CRM
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Integrations
Anthropic
CenterEdge Advantage
Google Analytics
Gusto
Hyland Content Composer
Insightly
Keap
LinkedIn
Maxio
NetSuite CRM
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