Financial Institutions Fund More Business
Boss Insights provides banks and credit unions with the data needed to better serve members and customers. Accelerate lending, funding, and payment services for SMBs with a single connection to accounting, commerce, payroll, and tax data.
Faster Credit Renewals
%
Faster Decisions
%
Cost Savings
Borrower & Lender Portals
Intuitive and easy-to-use portals that provide best-in-class user experience for your borrowers and loan officers
Real-Time Insights & Lending Ratios
Gain 360 degree view of your borrowers’ financial health with insights and ratios for informed decision making and loan monitoring. Get access to the broadest coverage of accounting, banking, commerce, payroll data and more
Portfolio Management
Get a holistic view of all the borrowers you manage in your portfolio
White-Labeled Solution
Create a user experience branded to your organization that your customers will trust
Add-Ons: SecureMail & eSign
Enhance your loan monitoring process with additional features
SecureMail
Communicate securely with your borrowers and access all application-related messages in one spot
eSign
Sign your documents securely and easily
Financial Institution Use Cases
Boss Insights’ solution is flexible with a number of financial institution use cases
Best Client Experience
1 API, 1000+ Integrations
Global leading access to accounting, banking, commerce, payroll, tax & more
Standardized Data
Simplify managing various data formats to get standardized & normalized data
Real-Time Access
Real-time data for an updated view of your customers
Data Sources
Connect to the broadest coverage of data sources
Client & Partner Testimonials
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