Related Products
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About
Boss Insights’ platform digitizes lending to grow relationships between banks and their business clients. Thanks to Amazon style advancement, there is a growing divide between lenders’ service and businesses’ expectations. Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually). Boss Insights’ API hub empowers lenders to bridge the divide. APIs are the most efficient way to digitize existing processes enabling accelerated service and a complete view in real time. The platform is used to accelerate SBA, SMB and Commercial Lending from months to minutes. It also supports cross-selling products empowering banks and credit unions to proactively serve customers.
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About
ForwardAI provides aggregated accounting and business data and is trusted by companies in 48 countries worldwide. ForwardAI’s technology makes it easy to gain more insight and control over financial information with a full suite of accounting data solutions for large enterprises like banks, lenders, and fintechs, as well as accountants, financial advisors, and small businesses. The Precise API facilitates modern enterprise and developer tech solutions, including powerful add-ons that proactively engage and retain business clients long-term.
- Streamlined API with seamless white-label solutions
- Connect with all leading accounting platforms
- Process small business loan applications in seconds
- Retain SME clients with engaging cash flow tools
- Offer personalised loan options
To learn more, visit ForwardAI.com.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Fintechs and Financial Institutions (Banks, Brokers, Credit Unions)
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Audience
Financial Institutions | Alternative Lenders | Fintechs
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
First 25 Companies Free
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationBoss Insights
Founded: 2017
Canada
bossinsights.com
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Company InformationForwardAI
Founded: 2022
Delaware | Vancouver | Toronto | Chandigarh
www.forwardai.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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API Management Features
Access Control
Analytics
API Design
API Lifecycle Management
Dashboard
Developer Portal
Testing Management
Threat Protection
Traffic Control
Version Control
Commercial Loan Features
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Integration Features
Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services
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Banking Features
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
Financial Reporting Features
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Financial Risk Management Features
Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation
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Integrations
FreeAgent
Microsoft Dynamics 365 Business Central
NetSuite
QuickBooks Online
Sage Accounting
Wave Accounting
Xero
Zoho Books
ActiveCampaign
Basiq
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Integrations
FreeAgent
Microsoft Dynamics 365 Business Central
NetSuite
QuickBooks Online
Sage Accounting
Wave Accounting
Xero
Zoho Books
ActiveCampaign
Basiq
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