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
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.
