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
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
Get a holistic view of all the borrowers you manage in your portfolio
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
Communicate securely with your borrowers and access all application-related messages in one spot
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
Simplify managing various data formats to get standardized & normalized data
Real-time data for an updated view of your customers
Client & Partner Testimonials
"We gained 2-3 years of new client relationships in 30-60 days"
Dustin Phillips, Chief Lending Officer
“Boss Insights dramatically simplifies the work of loan decisioning, servicing & fraud prevention”
Sanjay Matthew, Head Of Fintech Strategy
"Boss Insights allows Carver to provide customers with the highest quality of service"
Richard Muskus, SVP & CRO
"Boss Insights' data platform allows us to provide value beyond financing and mentorship to the ecosystem"
"A seamless solution to gather real-time information of business members"
Curtis Anderson, VP Business Lending
"Boss Insights' cutting-edge tech empowered us to offer a seamless experience for business owners"
John Handmaker, Chief SBA Lending Officer
“Boss Insights is incredibly responsive, solution orientated and grew the platform as our requirements expanded.”
Roy Ferman, CEO
“Amazing digital lending platform, serves SMBs and Commercial Businesses - great access to real time accounting, commerce/sales and banking data”
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