Client Success Stories
President and CEO
...This crisis really drove home the importance of banking at the local level. We helped out as many businesses as we could through the PPP, and now we’re working with our borrowers to navigate the guidelines outlined through this important program. We’re also glad to have Boss Insights as a tech partner to help streamline our process with these clients.
OKR Financial incorporated Boss Insights data platform to provide efficient and data-driven service for their business borrowers. OKR Financial cares about their customer experience and is using Boss Insights data platform to provide feedback to customers offering value beyond financing and mentorship to the ecosystem.
Managing Director Cornerstone Advisors, Forbes
Boss CARES covers the application, monitoring and forgiveness calculation of PPP loans. Borrower can connect their accounting, financial, and payroll systems to Boss Insights’ platform, while lenders can see that information at the company and portfolio level.