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

ezbob offers an innovative Core Lending Platform aimed at assisting financial institutions in modernizing and expanding their lending operations without the need to overhaul their current infrastructure. This platform allows banks and lenders to create modular financial products that enhance their existing systems, significantly speeding up the process of developing and launching new lending solutions while also minimizing costs and time. Designed as an open, cloud-based framework, it integrates effortlessly with core banking systems, fostering digital transformation and enabling a shift towards more automated and scalable services. Automation is a key focus throughout the lending lifecycle, featuring capabilities such as digital onboarding, real-time credit assessments, and decision-making driven by customizable rules and data models. Furthermore, ezbob’s system includes adaptable decision engines, integrations with third-party data sources, and a comprehensive servicing portal, empowering institutions to swiftly modify their products in response to new markets, customer needs, and changing regulatory conditions. By embracing these advancements, financial institutions can not only enhance their operational efficiency but also remain competitive in a rapidly evolving landscape.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Agile CRM
Bitrix24
Chargebee
Copper
FreeAgent
Google Analytics
HubSpot CRM
Insightly
LinkedIn
NetSuite
Nimble
PayWhirl
Reddit
Sage Accounting
Salesforce
Square Payments
Stripe
Xero
Zuora

Integrations

Agile CRM
Bitrix24
Chargebee
Copper
FreeAgent
Google Analytics
HubSpot CRM
Insightly
LinkedIn
NetSuite
Nimble
PayWhirl
Reddit
Sage Accounting
Salesforce
Square Payments
Stripe
Xero
Zuora

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

ezbob

Founded

2011

Country

United Kingdom

Website

ezbob.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

Commercial Loan

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

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