Average Ratings 8 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CenterEdge Advantage
Chargebee
Gusto
HubSpot CRM
Insightly
Keap
LinkedIn
Maxio
Microsoft Dynamics 365 Business Central
PayWhirl
Paycor
Recurly
Sage Business Cloud Accounting
Salesforce
Shopify
Square Payments
Stripe

Integrations

CenterEdge Advantage
Chargebee
Gusto
HubSpot CRM
Insightly
Keap
LinkedIn
Maxio
Microsoft Dynamics 365 Business Central
PayWhirl
Paycor
Recurly
Sage Business Cloud Accounting
Salesforce
Shopify
Square Payments
Stripe

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Boss Insights

Founded

2017

Country

Canada

Website

bossinsights.com

Vendor Details

Company Name

The Bancorp

Founded

2000

Country

United States

Website

www.thebancorp.com

Product Features

API Management

API Design
API Lifecycle Management
Access Control
Analytics
Dashboard
Developer Portal
Testing Management
Threat Protection
Traffic Control
Version Control

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

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