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Recommend financial products/services, proactively based on detailed insights
Boss Insights is a unique API connection that understands SMB & Commercial Business Financial Data. It is a platform to generate decisions and track business requests. Used by brokers, private lenders & funders, as well as financial institutions. Boss Insights facilitate access to the clients’ financial data in minutes. One can accelerate his/her small business and commercial lending with this platform. Boss Insights offers a digital application form, automating the loan originating process - by prescreening and scoring business borrowers and tracking referrals. The platform further automates the gathering of a business customer’s financial data and decisions alike. Through portal invitation, authorisation, and decisions, the process of Boss decision works. The borrower & lender portals are intuitive and easy to use and it further provides a best-in-class user experience. One can also gain a 360-degree view of a borrower’s financial health with insights and ratios for informed decision making. Boss Insights also ensures portfolio management to streamline the right products that would delight customers.
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Pricing
SW Score Breakdown
Platforms Supported
Organization Types Supported
API Support
Modes of Support
Machine Learning
Improves user experience with artificial intelligenceAnalytics (ROI Tracking)
ROI (Return on Investment) evaluates the profitability of your expenditure on a marketing program and identifies the most effective campaigns to drive revenue.Free Trial
Not available
Pricing Plans
Boss Insights Plan Custom
Features
Contact the Vendor for Detailed Pricing Information
Disclaimer: The pricing details were last updated on 14/06/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.
Learn more about Boss Insights Pricing
81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Boss Insights Demo
What is Boss Insights used for?
Learn more about Boss Insights features.
Does Boss Insights provide API?
No, Boss Insights does not provide API.
Vendor Details
Toronto, OntarioSocial Media Handles
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