Average Ratings 8 Ratings
Average Ratings 0 Ratings
Description
Boss Insights provides global leading access to business customers’ financial data with a single connection to accounting, banking, commerce, payroll, tax and more (i.e. Quickbooks, Stripe, SalesForce, etc.). It’s used by fintechs and neobanks to gain 60% increased automation, 100% automated scoring, 51% faster funding and 5x faster renewals.
Description
Conversational AI Designed for: Financial Institutions. Tailored conversational AI for the banking sector, providing efficient customer service solutions right from the start. Discover how banking and credit union clients are realizing chatbot success. Amidst the buzz surrounding chatbots, we will explore how actual banks and credit unions utilize Finn AI’s specialized chatbots that are finely tuned for the financial industry. These conversational AI chatbots, specifically crafted for banks and credit unions, empower financial entities to enhance their customer service. Finn AI serves as an intelligent chatbot that enables banks and credit unions to automate processes and expand self-service capabilities effortlessly. Acting as the frontline for customer interactions, it minimizes wait times and alleviates the burden on call centers, ensuring round-the-clock service availability while assisting mid-sized banks in providing advanced digital solutions necessary to thrive in the competitive landscape. Finn AI is offered as a fully managed service, encompassing software, operational management, and continuously evolving AI knowledge sourced from a network of financial institutions. This comprehensive approach ensures that banks and credit unions remain at the forefront of customer service innovation.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Agile CRM
Yes
Authorize.Net
Yes
CenterEdge Advantage
Yes
Fintech Sandbox
Yes
FreeAgent CRM
Yes
HubSpot CRM
Yes
Insightly
Yes
Keap
Yes
LinkedIn
Yes
Odoo
Yes
Integrations
Agile CRM
No
Authorize.Net
No
CenterEdge Advantage
No
Fintech Sandbox
No
FreeAgent CRM
No
HubSpot CRM
No
Insightly
No
Keap
No
LinkedIn
No
Odoo
No
Pricing Details
Contact us for pricing details
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Boss Insights
Founded
2017
Country
Canada
Website
bossinsights.com
Vendor Details
Company Name
Finn AI
Founded
2014
Country
Canada
Website
www.finn.ai
Product Features
API Management
API Design
Yes
API Lifecycle Management
Yes
Access Control
Yes
Analytics
Yes
Dashboard
Yes
Developer Portal
Yes
Testing Management
Yes
Threat Protection
No
Traffic Control
No
Version Control
No
Commercial Loan
Asset Management
No
Audit Trail
Yes
Complex Debt Structures
Yes
Dashboard
Yes
Document Management
Yes
Exposure Management
No
Lead Management
Yes
Pipeline Management
No
Risk Management
Yes
Trend Analysis
Yes
Integration
Dashboard
Yes
ETL - Extract / Transform / Load
Yes
Metadata Management
No
Multiple Data Sources
Yes
Web Services
No
Payment Processing
ACH Check Transactions
No
Bitcoin Compatible
No
Debit Card Support
No
Gift Card Management
No
Mobile Payments
No
Online Payments
No
POS Transactions
No
Receipt Printing
No
Recurring Billing
No
Signature Capture
No
Product Features
Conversational AI
Code-free Development
Yes
Contextual Guidance
No
For Developers
No
Intent Recognition
Yes
Multi-Languages
Yes
Omni-Channel
Yes
On-Screen Chats
Yes
Pre-configured Bot
Yes
Reusable Components
Yes
Sentiment Analysis
No
Speech Recognition
Yes
Speech Synthesis
No
Virtual Assistant
Yes
Live Chat
Canned Responses
No
Customizable Branding
Yes
Geo Targeting
No
Offline Form
No
Proactive Chat
Yes
Screen Sharing
No
Third Party Integration
Yes
Transfers / Routing
Yes
Website Visitor Tracking
No