Why Boss Insights?
Other technology in the market offers partial data sources which means you have to build multiple connection points to gain deeper levels of insight.Boss Insights provides Business Data as a Service with a single API to capture real time business financial data (Quickbooks, Salesforce, Stripe, etc.). The data aggregation platform is proven and trusted by innovative financial institutions globally.
The Boss Insights platform offers the broadest access to financial services data & analytics required by financial institutions for KYC, lending, account management and servicing of business customers.
Our easy to adopt API seamlessly integrates global accounting, banking and commerce data to provide real-time insights on business borrowers and accelerate decision-making on lending from months to minutes by digitizing the process.
Gain real-time access to the largest coverage of Business Data sources on the market in under one minute. Bridge the critical data gaps that slow your ability to acquire, serve and delight business customers.
Get a 360° view of your business clients to improve efficiency, reduce risks and errors, cut costs and supercharge your growth.
Trusted by innovative financial institutions, we process 50% more loans, 90% more digitization, and we process and service business loans 80% faster.
Would you like to find out more? Get in touch today.
Increase Revenue Using Our Single API
Financial institutions who digitize can gain up to a 30% increase in revenue and 10 times more product adoption per business client. Learn more about how to increase revenue by using our Single API.
Simplify the PPP forgiveness process
The Boss Insights platform provides instant forgiveness calculation in three steps and shows that digitization in lending is easily achievable. Find out more about how you can simplify the PPP forgiveness process.
The Benefits of the Boss Insights Platform
- Get past, present and future data on business clients.
- Integrate internal and external data in real-time to get a complete view.
- Accelerate the lending process.
- Simplify risk assessment.
- Improve risk management.
- Strengthen your portfolios.
- Simplify and automate cross-selling.
- Improve data integration and risk analysis.
- Gain 360° return on investment insights.
Our promise to you
1 minute to access data
1 connection to the most data sources on businesses
1 single source for all data
Our Partners and Expertise
Since 2017, Boss Insights has been using our expertise in lending and scalable technology to improve communication and collaboration between borrowers and lenders.
We work with banks and credit unions in-market who are seeking to gain an advantage over competitors through digitization and improve the service levels for their business customers.
We partner with data partners to bring them to market and offer our insights to improve their platforms.
We collaborate with industry providers to offer a full service offering to financial institutions.
Success Story: The Boss Impact
We helped CCBank transform an arduous loan origination and servicing process into one that is fast, automated and provides excellent customer experience. The partnership between CCBank and Boss Insights delivers an automated forgiveness process and convenience for clients focused on getting back to business, with outstanding results:
50% more processed applications
2x as many successful approvals
90% digitization of lending process
80% time savings per loan
Awards
2020 Most Innovative Leader In Lending Technology
2020 Unicorn Challenge Winner
2019 Top Executive In Lending
Our Mission
Boss Insights started with a vision to empower lenders to measure businesses on their merit in addition to their credit.
Our mission is to provide banks and credit unions with a real time understanding of their business client, enabling them to offer customer delight. We will continue to empower lenders within weeks so they can support the economic engine of our society: SMBs and Commercial Businesses.
Proud recipient of support from the Government of Canada through the Federal Economic Development Agency for Southern Ontario.
Fier bénéficiaire de l’appui du gouvernement du Canada à travers l’Agence fédérale de développement économique pour le Sud de l’Ontario.