Features
Customer Experience
Branding
Our platform provides a comprehensive branding solution that allows you to customize the customer experience in line with your company’s unique brand identity.
Business Financials Excel Template
Set up ratios and KPIs custom to your company in this Excel file that will be automatically calculated once populated with financial data for each business by Boss Insights.
Data Requests
This feature allows you to customize and tailor forms, fields, and workflows according to the data you need to capture and to serve your customers better.
Guided Workflow
The guided workflow and step-by-step instructions significantly enhance the customer experience, offering clarity, convenience, and confidence in the process.
PDF Electronic Signatures
The customer portal also integrates support for PDF-based electronic signatures, offering a seamless and secure method for signing important documents.
Secure Mail
The customer portal includes a Secure Mail feature designed to facilitate secure and confidential communication between your customers and their relationship managers.
Intelligence & Automation
Automated Financial Spreading
Mapping a chart of accounts to facilitate financial spreading is a critical step for businesses to ensure financial data is organized clearly and consistently.
News Monitoring
Monitoring internet news for insights about a company enables us to maintain a pulse on the company’s reputation, identify and mitigate risks, and seize opportunities.
OCR and ML Based Data Extraction
We use like Optical Character Recognition and Machine Learning to extract data from PDF financial statements and payroll reports.
Data Management
Common Data Model
Our CDM is generic enough to accommodate data from all the APIs it is meant to integrate, but detailed enough to capture the necessary information without loss.
Form Builder
Our Drag and Drop Form Builder is an intuitive and efficient tool that empowers you to collect and manage data from your business customers rapidly.
MuleSoft Connector
The MuleSoft Connector is a powerful tool that offers an integrated solution for Anypoint Studio users to seamlessly access and analyze business customers’ data
Salesforce Connector
The Salesforce Connector is a powerful tool facilitating seamless access to business customers’ data within your Customer Relationship Management system.
SQL Data Connector
Our SQL data connector offers a powerful gateway to access the Common Data Model of your business customers. Access and retrieve various types of data.
Token-Based API Connections
With token-based OAuth API connections, Boss Insights offers advantages over traditional screen-scraping techniques adopted by many competing services.