Your Customer’s Financial Data… In Minutes
Single API to access real time accounting, banking & commerce data in minutes
Your Customer’s Financial Data…
In Minutes
Single API to access real time accounting, banking & commerce data in minutes
Data Sources
Connect to the broadest coverage of data sources
Explore How You Can Use Boss Insights
We empower financial institutions with real-time financial insights to delight their customers
Why
Boss
Insights?
Speed
Instant data access & customized insights take decisions from months to minutes
Easy & Quick Setup
Instant portal access, or seamless API integration with any existing system LOS, LMS, CRM & more
Broadest Coverage Of Data Sources
360 view of your business customers with the broadest portfolio of SMB, SME & Commercial business data
Improved Customer Experience
Remove your customer’s burden of manual data sharing by integrating your product with their systems
Proven & Trusted By Financial Institutions
We have solid proven track record for 80% time savings, 90% increased digitization & 2x more processed loans
Why
Boss
Insights?
Speed
Quick data access & customized insights accelerate decisioning & servicing from months to minutes
Easy & Quick Setup
Set up in 1 hour. Compatible with any existing system LOS, LMS, CRM & more. Flexible to all lending models
Broadest Coverage Of Data Sources
360 view of your business customers with the broadest portfolio of SMB, SME & Commercial business data
Improved Customer Experience
Remove your customer’s burden of manual data sharing by integrating your product with their systems
Proven & Trusted By Financial Institutions
We have solid proven track record for 2x more loans approvals, 5x faster decisioning & servicing, and 90% increased digitization
Boss Insights Delivers Results
Our solution is proven and trusted by innovative financial institutions globally
More Loan Approvals
Faster Decisioning & Servicing
%
Increased Digitization
“We gained 2-3 years of new client relationships in 30-60 days.”
Dustin Phillips, Chief Lending Officer
Clients & Partners Testimonials
Partnering with firm such as Boss Insights allows Carver to provide customers with the highest quality of service and is incredibly important in our growth and impact in the market.
Richard Muskus
SVP & CRO
We gained 2-3 years of new client relationships in 30-60 days.
Dustin Phillips
Chief Lending Officer
Boss Insights' data platform [provides] efficient and data-driven service for Our borrowers... [which] allows us to provide value beyond financing and mentorship to the ecosystem.
The Boss Insights’ solution dramatically simplifies the work of loan decisioning, servicing & fraud prevention.
Sanjay Matthew
Head Of Fintech Strategy
We chose a platform that had a track record of demonstrated approvals from the SBA from the first [Paycheck Protection Program - PPP] round.
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