Boss Insights Portal:
Your Customers’ Financial Data …
In Minutes
Access real time accounting, banking and commerce data of your business customers on one platform
How Boss Insights Portal Works
Get business customers’ financial data… decision & service in minutes
Portal Invitation
Lender invites Business
Authorization
Business shares data
Decisioning & Servicing
Lenders & Credit Officers get financial data for real time decisioning & servicing
Why Use Boss Insights Portal?
For Lenders
Quick & Easy
Your business customers’ financial data & insights… in minutes. Set up in 1 hour – no IT or coding required
Supports Multiple Lending Models
Broadest coverage integrating accounting, banking & commerce allowing you to accelerate SMB, SBA, Commercial loans & more
Proven Results
Proven and trusted by innovative financial institutions globally
Reduce Costs
Lower client acquisition & servicing costs by 80% – focus on building relationships
Core System Compatibility
Fully compatible with existing LOS, CRM & core systems
Real Time Information Sharing
Separate access for relationship managers, loan officers, credit and marketing teams
Higher Customer Satisfaction & Retention
Insights & analytics in one dashboard – proactively recommend the right products & services to businesses & delight them
Security & Control Of Data
Bank level secure with multi factor authentication (MFA)
5-Star Maintenance & Support
Best-in-class support, real-time ticketing system – rated 5 Stars by our customers
For Your Customers
Convenience
Businesses save time by sharing their financial data with you… in minutes
Speed To Fund
Faster decisioning & servicing of businesses
Security & Control Of Data
Bank level secure with multi factor authentication (MFA)
Additional Insights
Businesses get real time insights on their financial health
Personalized Service
Recommend the right products and services in real time so businesses achieve their goals
Transparency
Give businesses status updates and a transparent lending process
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
Revenue Calculator
Lenders, calculate the revenue you’ll make with Boss Insights
Disclaimer: Results are estimates based on the averages of Boss Insights’ clients’ outcomes. Boss Insights Inc. makes no warranty regarding the results as they may vary by institutions and scenarios.
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.
Data Sources
Connect to the broadest coverage of data sources
Pricing
Flexible pricing that matches your business needs
Want To Get Started?
Or got a question? Tell us how we can help.
