Analytics and Monitoring

Our Analytics and Monitoring is an innovative solution that offers relationship managers, underwriters, and call center agents a robust tool for gaining a comprehensive understanding of business customers.

It presents granular insights into customer behaviors, transaction patterns, interaction histories, and more, enabling you to truly understand your customers’ needs, preferences, and potential risks.

Powerful Analytics Engine

The product features a powerful analytics engine that leverages advanced algorithms and data modelling techniques to analyze vast amounts of customer data. It extracts meaningful patterns and trends, transforming raw data into actionable business intelligence. By leveraging this intelligence, you can make more informed decisions, improve customer service, increase conversion rates, and optimize your overall business performance.

Lender Borrower Portals
Boss Decision - Portfolio Management

Intuitive Monitoring Tool

Our product also includes an intuitive monitoring tool that allows you to track performance metrics over time. You can monitor a variety of Key Performance Indicators (KPIs), from financial ratios to revenue generation and operational efficiency measures. The tool is designed to make it easy to stack rank your portfolio by any KPI, providing a direct comparison of performance across different customers and enabling you to prioritize risks and opportunities

Configurable Key Performance Indicators (KPIs)

To provide a comprehensive view of your business’s performance, our Analytics & Monitoring tool includes a feature for configurable KPIs.

This feature allows you to select and customize KPIs based on your unique needs and goals. From revenue and profit margins to financial ratios and sales pipeline, you can monitor a wide range of performance metrics.

These KPIs update in real-time, offering an accurate and up-to-date snapshot of client’s financial health.

Boss Decision - Portfolio Management
Boss Decision - Portfolio Management

Real-Time Notification System

The real-time alerts and notifications feature ensures you never miss a significant change or trend, allowing for swift responses. By integrating this product into your operations, you can maximize the value of customer data, enhance understanding, and drive portfolio growth.

Seamless Integration With Existing CRM System

Our Analytics and Monitoring is designed for seamless integration with your existing Customer Relationship Management (CRM) or core system.

This feature allows for a two-way sync between our product and your CRM, enabling data to flow in real time, thereby ensuring that your customer information and insights are always up-to-date across all systems.

This integration also facilitates automated updates, eliminating the need for manual data entry and reducing the risk of human error. It’s a sophisticated solution designed to ease your workload, improve data accuracy, and ultimately enhance your operational efficiency.

Boss Decision - Add Ons SecureMail eSign

FAQ

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Will businesses share their financial data?

Businesses are increasingly recognizing the value of sharing their data in exchange for superior financial services and advice. By providing access to their financial and commercial data, they enable service providers to gain a comprehensive understanding of their financial health. This detailed insight facilitates tailored advice, precise forecasting, and improved financial outcomes for the business while driving growth and profitability for the service provider.

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How reliable are the data connections?

Our token-based API connections offer a reliable and superior experience by ensuring secure, real-time, and consistent access to data, which is a marked improvement over older screen scraping technology known for its inefficiency and vulnerability to errors.

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What if my customer isn't using an app to manage their business?

Our platform also accommodates less technically savvy customers by allowing the upload of financial documents such as PDFs of financial statements and bank transactions. Our advanced parsing technology extracts and structures data from these documents, transforming raw data into actionable insights.

This means even if your customer isn't using an app to manage their business, you can still gain a comprehensive understanding of their financial status and provide a tailored service. This inclusive feature ensures that you can serve a wider range of customers, enhancing the adaptability and effectiveness of your services.

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Why not just build what we need ourselves?

Drawing from our extensive experience, we understand the significant work and complexity involved in managing diverse data models and handling edge cases, and with our ongoing commitment to enhancing and maintaining our software, we alleviate these challenges, enabling you to focus on your core business tasks.