Case Studies
At Boss Insights, we are committed to empowering banks, credit unions and private lenders with real time data and insights to accelerate business lending from months to minutes. Learn how financial institutions and their business customers have benefitted from Boss Insights’ solutions.
Boss Insights Delivers Results
Our solution is proven and trusted by innovative financial institutions globally
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Increased Automation
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Automated Scoring
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Faster Decisions
Faster Credit Renewals
RevTek Capital & Boss Insights Partner To Use Financial Data To Accelerate Funding by 51% For SMBs & SaaS Businesses
RevTek Capital stands apart by looking at the whole business while giving quick responses to business funding requests. They needed a platform to gather real-time financial data from business applicants, score it, and decisions quickly, and handle credit renewals for SMBs and SaaS businesses. They partnered with Boss Insights for the financial data and platform for 51% faster decisions, 4x faster credit renewals, and 100% automated scoring. This successful track record is currently expanding as RevTek now has an additional $250mm available to loan to recurring revenue businesses.
Supporting Business Members With Quick Access To Capital
Sound Credit Union’s (Sound) purpose is to stand with its members, employees, and community through all waves of life. The onset of the COVID-19 pandemic affected business owners so Sound implemented numerous crisis-focused initiatives to assist members.
Harnessing The Power Of Fintech
First Savings Bank is adopting a fintech-first model. By partnering with Boss Insights’ cutting-edge technology, First Savings Bank is empowered to offer a seamless experience for business owners allowing them to spend less time applying for loans and more time focusing on their business.
CCBank Joins With Boss Insights To Deliver PPP Automation
Partnering with Boss Insights to deliver the right technology and a customer-first approach during the COVID-19 pandemic.
Empowering Fintechs & Financial Institutions to Support Businesses With Quick Access to Capital
Open Future World Case Studies eBook – a collaborative effort to share some of today’s most interesting examples of open banking (and open finance). As well as highlighting the benefits that open finance is starting to deliver, this ebook aims to offer a deeper understanding of what’s involved – how banks, fintechs and other partners are overcoming challenges to turn opportunities into reality.
Client & Partner Testimonials
Who We Work With
Who We Work With
Awards
2021 Top 101 Big Data Startup
2021 Top 8 Commercial Lending Company
2021 Top 101 Toronto Fintech
2021 Lending Technology Specialist Of The Year
2020 Open Finance Appathon
– Retail & SME Category Winner
2020 Most Innovation Leader In Lending Technology
2020 Unicorn Challenge Winner
2019 Top Executive In Lending
Industry Mentions
“Boss CARES covers the application, monitoring and forgiveness calculation of PPP loans. Borrower can connect their accounting, financial, and payroll systems to Boss Insights’ platform, while lenders can see that information at the company and portfolio level.”
Ron Shevlin
Managing Director Cornerstone Advisors, Forbes
“Boss Insights’ new BossCARES platform offers a user-friendly dashboard with real-time verification of payroll, rent, utilities, and mortgage data for compliance purposes.”
Caity Witucki
The Coleman Report
“The Boss CARES platform integrates company financial, payroll, and accounting systems while monitoring the PPP loan forgiveness calculations.”
The American Genius
“…Fintechs are stepping up to address the need for faster, digitized lending technology… Boss Insights, for one, is helping banks handle unprecedented demand through their automated, end-to-end platform tailored specifically to CARES Act/PPP applications.”
Luke Lennon
The Financial Revolutionist
“Startups like Boss Insights are able to contribute cutting-edge technologies and the ability to rapidly adapt to market needs, while corporates like Oracle provide scalability, distribution, and a broad suite of enterprise-ready capabilities.”
Rodrigo Suarez
Bank Innovation
“The Boss Insights Team is pushing forward to revolutionize the bank lending process and consumers will benefit.”
Wayne Brown
“Boss Insights perfectly embodies what it means to pivot and become more accessible during a crisis as a FinTech.”
Digital Federal Credit Union
“The bank and the borrower can get insights and collaborate… It’s exciting to get the digitization discussion moving towards the best possible outcome: true partnership between banks and their business customers.”
Eric Kavanagh
Industry Mentions
“Boss CARES covers the application, monitoring and forgiveness calculation of PPP loans. Borrower can connect their accounting, financial, and payroll systems to Boss Insights’ platform, while lenders can see that information at the company and portfolio level.”
Ron Shevlin
Managing Director Cornerstone Advisors, Forbes
“Boss Insights’ new BossCARES platform offers a user-friendly dashboard with real-time verification of payroll, rent, utilities, and mortgage data for compliance purposes.”
Caity Witucki
The Coleman Report
“The Boss CARES platform integrates company financial, payroll, and accounting systems while monitoring the PPP loan forgiveness calculations.”
The American Genius
“…Fintechs are stepping up to address the need for faster, digitized lending technology… Boss Insights, for one, is helping banks handle unprecedented demand through their automated, end-to-end platform tailored specifically to CARES Act/PPP applications.”
Luke Lennon
The Financial Revolutionist
“Boss Insights perfectly embodies what it means to pivot and become more accessible during a crisis as a FinTech.”
Digital Federal Credit Union
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