Lead Qualification

Lead qualification is the process of distinguishing between businesses who match the requirements of the bank and credit union and those who don’t.

But screening companies is time-consuming and offers minimal return on investment. Lenders need to use multiple forms to gather business data and pre-screen users.

The Boss Insights platform completely digitizes and automates lead qualification, instantly scoring and pre-screening borrowers, so you can focus on business growth.

Due Diligence

Manually sorting through and inputting business customer data is time consuming and carries added risk. How can a lender be certain the borrower has provided accurate information?

Boss Insights automates the process, pulling key borrower data through their own back office software systems, calculated according to your personal specifications and scored by your specified model.

The decisioning is automatic for lower amounts, such as SMB. For higher amounts (e.g. commercial) the information is gathered automatically and can be reviewed internally to ensure you make strategic decisions.

Portfolio Monitoring

Our Portfolio Monitoring provides real-time information on a curated dashboard which is then aggregated to the portfolio level for effortless reporting to lenders.

With API technology, banks and credit unions can proactively meet business customer needs from day one.  

The platform automatically identifies any products that would be useful to a client to create a deeper relationship and stay on top of risk. 

It will then notify the relationship manager proactively of any services that would be appropriate for the business, such as deposits, cash management, treasury, FX, and group solutions. 

This model changes the dynamic from reactive transactional service to true financial partnership.

Single API

Boss Insights’ Single API connects to the broadest coverage of business data required by financial institutions.  

The raw information is presented in a structured data format and provided to the financial institution’s LOS or CORE. 

By leveraging APIs, Boss Insights’ offers a 360° view of business clients to banks and credit unions. The data, analytics and insights can be used to proactively service business clients and make personalised recommendations of other banking solutions, deepening the relationship between lender and client.

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Founder-Funder Matching

Smart Matching is a scalable founder-funder two way matching platform. 

Currently, matching tools are just lists of companies in the same space. As a result, meetings are a series of questions to see if there’s a checklist match, with very few leading to actual funding. 

Our algorithm considers both funders’ and founders’ interests and weighs them against each other. Our platform will match a pair within 24 hours, offering upsell opportunities and enabling you to collect return on investment metrics.

Investor-Start-Up Matching

Smart Matching accelerates the matching process between investors and start-ups from months to minutes. 

Unlike public markets, there’s no standardized way to describe a company’s potential chance of success, but the Smart Capital Boss Insights platform takes in data from our data partners and, with predictive analytics, creates a report that predicts the future success of a company. 

This report card can be used by the founders to find their right funding match.