Lenders
Accelerate Lending From
Months To Minutes
Banks
Digitize lending to increase earnings up to 30% per business customer
Credit Unions
Prioritize digitization for a personalized member experience
Alternative Lenders
Adopt the latest in loan approvals addressing underserved businesses
3 Seamless Solutions
Automates the lending life cycle from applications to ongoing monitoring
How Boss Insights Helps Lenders
Boss Insights’ data platform gives lenders a complete business customer view, increasing personalized sales opportunities and accelerating business lending from months to minutes. Our mission is to provide banks, credit unions and private lenders with a real time understanding of their business client and enabling them to put clients first and delight them. It’s available as a modular, end-to-end, platform and as an API hub. The platform includes qualification, due diligence and monitoring. The API hub pulls data from over 800 APIs providing structured data to the core for flexible functionality by your internal teams.
Accelerated SMB & Commercial Decisioning
Fast & Flexible
Automate SMB & Commercial screening & approvals from months to minutes
Minimize Risk
Verify borrower financials with information on sales, payments, operations, etc. and avoid compliance risk
Effortless
Trade the manual gathering & analyzing of company data for integrated digital data and prepulatated automation
Instant 360° review
Real-time analysis of financials and other business data to help your decision making & reduce probability of default
Deeper Business Client Understanding
API Hub
Use Boss Insights’ API Hub for a true single view of health & delight clients through meaningful business insights
Offer Ancillary Benefits
Be a true financial partner by proactively meeting ancillary needs: FX, Cash Management, Deposits, Treasury, Group Solutions, etc.
Lend To More Businesses
Grow your market share accessing clients discounted by other lenders due to lack of information
Finovate NY Live Demo
Boss Insights demonstrates qualified lead generation and connecting to accounting software in under 10 seconds at Finovate New York
BOSS Buzz
