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 Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually).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

ezbob provides a proprietary Core Lending Platform designed to help financial institutions modernize and scale their lending operations without replacing their existing infrastructure. It enables banks and lenders to build modular financial products on top of their current systems, accelerating the development and launch of new lending offerings while reducing time and cost. It is built as an open, cloud-based solution that integrates seamlessly with core banking systems, supporting digital transformation and migration to more automated, scalable services. ezbob emphasizes automation across the lending lifecycle, including digital onboarding, real-time credit assessment, and decision-making powered by configurable rules and data models. Its system incorporates flexible decision engines, third-party data integrations, and a comprehensive servicing portal, allowing institutions to adapt products quickly to new markets, customers, and regulatory environments.

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 fintech teams that need a modular platform to automate lending processes and launch scalable digital financial products quickly

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

ezbob
Founded: 2011
United Kingdom
ezbob.com

Alternatives

Alternatives

Railz

Railz

Railz.ai
LENDperfect

LENDperfect

SysArc Infomatix
HES LoanBox

HES LoanBox

HES FinTech

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

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

Agile CRM
Bitrix24
CenterEdge Advantage
Copper
FreeAgent
Google Analytics
Gusto
HubSpot CRM
Keap
Magento
Microsoft Dynamics 365 Business Central
NetSuite
PayWhirl
Pipedrive
Recurly
Salesforce
Shopify
Wave Accounting
Yodlee

Integrations

Agile CRM
Bitrix24
CenterEdge Advantage
Copper
FreeAgent
Google Analytics
Gusto
HubSpot CRM
Keap
Magento
Microsoft Dynamics 365 Business Central
NetSuite
PayWhirl
Pipedrive
Recurly
Salesforce
Shopify
Wave Accounting
Yodlee
Claim Boss Insights and update features and information
Claim Boss Insights and update features and information
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