Average Ratings 8 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Our financial software solutions provide a comprehensive, integrated approach to wholesale banking, specifically catering to the institutional sector of banks. While wholesale banking accounts for over half of a bank's revenue, many of its processes remain manual, resulting in inadequate customer service and lengthy decision-making times. We transform your bank into a Fintech by introducing an AI-powered solution that encompasses the full range of commercial lending activities. By digitizing your SME lending process, you can achieve quicker and more intelligent credit decisions. Our AI-driven credit management platform automates the entire SME lending journey, from initial onboarding and scoring to credit bureau integration, disbursements, and ongoing servicing. This transformation allows you to significantly reduce the time spent on applications, enhance the banking experience for your customers, and make more informed decisions through AI-based prioritization techniques. Ultimately, embracing our innovative solutions can position your bank at the forefront of the financial technology landscape.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign Yes 
Authorize.Net Yes 
CenterEdge Advantage Yes 
Fintech Sandbox Yes 
FreeAgent Yes 
Google Analytics Yes 
Gusto Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Magento Yes 
Odoo Yes 
Paycor Yes 
Recurly Yes 
Sage Accounting Yes 
Square Payments Yes 
VK Yes 
Wave Accounting Yes 
Yodlee Yes 
Zuora Yes 

Integrations

ActiveCampaign No 
Authorize.Net No 
CenterEdge Advantage No 
Fintech Sandbox No 
FreeAgent No 
Google Analytics No 
Gusto No 
HubSpot CRM No 
HubSpot Customer Platform No 
Magento No 
Odoo No 
Paycor No 
Recurly No 
Sage Accounting No 
Square Payments No 
VK No 
Wave Accounting No 
Yodlee No 
Zuora 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) No 
Online Support Yes 

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) No 
In Person No 

Vendor Details

Company Name

Boss Insights

Founded

2017

Country

Canada

Website

bossinsights.com

Vendor Details

Company Name

RISQ

Founded

2016

Country

Emiratos Árabes Unidos

Website

www.risq.info/

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 

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