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
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.
Awards
2021 Lending Technology Specialist Of The Year
2020 Open Finance Application
– 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
“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
Eric Kavanagh
The Bloor Group
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