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. A qualified lead is someone who the lender could move forward with, but screening companies is time-consuming and offers little ROI. Unfortunately, to complete this process, lenders are left with the headache of gathering business data and pre screening through the use of multiple forms. Boss Insights completely eliminates these cumbersome steps and automates lead qualification, instantly scoring and pre screening borrowers.

Due Diligence

Banks and Credit Unions are faced with the time consuming process of sorting through and inputting business customer data that has been manually provided through fill in forms. Besides the hours of work dedicated to complete such a process, there is more at stake: risk. How can a lender know with certainty that a borrower has provided accurate information? Boss Insights puts data to work through our 800+ API hub, pulling key borrower KPIs through their own back office software systems. The data will be calculated according to the financial institutions’ specifications and scored according to their model. For lower amounts (e.g. SMB), the decisioning is automatic. For higher amounts (e.g. commercial) the information is gathered automatically and can be reviewed internally for strategic decision making.

Portfolio Monitoring

Proactively meet business clients’ needs with automated portfolio monitoring. Portfolio monitoring traditionally occurs at a renewal meeting one year after a loan is approved.  With API technology, banks and credit unions can proactively meet business customer needs from day one.  The platform will automatically identify any products that would be useful to a client to create a deeper relationship and keep on top of risk. It will then notify the relationship manager proactively of any services that would be appropriate for the business. Examples include: deposits, cash management,  treasury, FX, and group solutions. Portfolio Monitoring provides real-time information on a curated dashboard which is then aggregated to the portfolio level for effortless reporting to lenders. This model changes the dynamic from reactive transactional service to true financial partnership.

API Hub

Customer expectations are driving digital innovation. Boss Insights’ API hub connects to the global leading number of APIs to cloud software businesses use.  The raw information is presented in a structured data format and provided  to the financial institution’s LOS or CORE. APIs provide a step towards open banking. By leveraging APIs Boss Insights’ offers a 360 degree view of business clients to banks and credit unions and the insights can be used to become true financial partners proactively servicing their clients instead of retroactively providing transactional service. The insight allows recommendations of other banking solutions such as treasury, cash management, FX, and deposits deepening the relationship between lenders and their business clients. This relationship makes the difference between being merely an average lender to becoming the center of a borrower’s financial ecosystem.

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Founder-Funder Matching

Currently, matching tools are actually 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 few leading to actual funding. Smart Matching is a scalable founder-funder two way matching platform. The algorithm considers both funders and founders interests and weighs them against each other. Our platform will match a pair as quickly as one day, offer upsell opportunities and enable you to collect ROI metrics.

Investor-Start-Up Matching

Unlike public markets, there’s no standardized way to describe a companies’ potential chance of success. Investors and corporates find it time consuming to find the perfect start-up. Smart Matching accelerates this matching process from months to minutes, helping investors achieve their ROI with growth and accuracy. The Smart Capital Boss Insights platform takes in data from our data partners and with predictive analytics creates a report that showcases future success of a company. This report card can be used by the founders to find their right funding match.