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

Faster Decisioning & Servicing

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Faster Funding

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Cost Savings

Sound Credit Union

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.

First Savings Bank

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

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.

Sound Credit Union

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

Our Clients & Partners

Our Clients & Partners

Awards

Data Magazine UK

2021 Top 101 Big Data Startup

Daily Finance Boss Insights

2021 Top 8 Commercial Lending Company

Best Startup Canada Boss Insights

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.”

 

 

 

 

Allison Yano
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.”

Allison Yano
The American Genius

“In light of the PPP/CARES Act, fintech has really helped change the SME lending space with Boss Insights… as [a] strong example in the data/automation [space]…”

Devon Sherman
Senior Managing Director

“…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

“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
The Bloor Group

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