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
%
Faster Funding
%
Cost Savings
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.
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.
John Handmaker
Chief SBA Lending Officer
Awards
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
“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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