Why Use the Boss Insights Portal?
Data & Insights Accelerates Lending from Months to Minutes
Stop wasting time on collecting and sharing data, sharing back office systems and manual form completion for funding applications. With Boss Insights you can revolutionize client experiences and provide 80% faster decisioning, covenant monitoring and renewals. The Boss Insights’ Portal provides:
- Full automation with your CRM, Loan Operating System & more
- Access to a dashboard showing insights on your business
- Transparency on the lending process
- Fast API Integration (a few hours)
- Open API standard supporting banks adopting digitization strategies
- Broadest access to commerce, accounting and financial data sets
- Security and control over your data
- Client convenience
- Faster access to borrowing for business clients
- Lower client acquisition rates
- Higher client satisfaction and retention
Ready to find out more?
Access Real-Time Data in Just One Minute
Gain access to real time data on demand in just one minute.
Sign up in less than one minute with no need for an IT team or code development and you can have access to normalized data sets across accounting, banking and commerce.
Accessing data through the Boss Insights Portal is easy and low risk.
Broadest Coverage of SMB/SME And Commercial Business Financial Data
Our Portal allows you to use digitized data at the centre of your business to drive your business forward.
Armed with 360 degree insights about your clients using our Business Insight AI models and hundreds of data sources, you can fast-track the development of personalized and convenient digital solutions to delight your clients.
Gain Access to Hundreds of Data Sources
Our portal solution offers access to hundreds of data sources, including commerce, accounting and finance data that financial institutions can use instantly to digitize your lending.
Financial Services Data
| Accounting Data
| Commerce Data
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View supported integrations
3 Reasons to Buy Not Build
Speed
Deployment in minutes, enabling firms to delight customers
Cost
80% Less manual processing, reduced risk & no IT Team costs
Accuracy
Complex data sets are normalized for easy integration & instant decisioning
“Borrowers can protect their accounting, financial & payroll systems to Boss Insights’ platform, while lenders can see that information at the company & portfolio level”
