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Why Use the Boss Insights Portal?

Business banking is broken. It’s costly, risky and time consuming and the innovative lenders have developed ways to serve business customers which is eroding market share. The solution is to have access to real time data and insights that automate banking and lending services. But, there’s a large gap.Use the Boss Insights Portal to gain real-time access to this data which can accelerate lending, save costs and enable financial institutions to delight customers.

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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
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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 

  • Company data 
  • 3rd party data
  • Bank / transaction data
  • Credit bureau data
  • Market place data
  • Tax data

Accounting Data

  • Company prepared
  • 3rd party attested
  • Open banking
  • Transactional data

 

Commerce Data

  • Company prepared
  • 3rd party verified
  • Open banking
  • Transactional data

 

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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

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“Borrowers can protect their accounting, financial & payroll systems to Boss Insights’ platform, while lenders can see that information at the company & portfolio level”

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