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
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

Boss Insights, Carver Bancorp & Paybby Partner To Support Female- & Minority-Owned Businesses
American Banker features a story of how a bank and two fintechs unite to support female- and minority-owned businesses – those most affected by the pandemic.

Boss Insights Wins Open Finance Appathon 2020
Open Banking Excellence names Boss Insights as Open Finance Appathon 2020’s – Retail & SME winner.
Clients & Partners Testimonials
Awards
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
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
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