Engage and grow your business clients - Qualify, engage and support your business clients with streamlined workflows and actionable insights based on standardized Open Finance datasets. Boss Insights is an award-winning leader in open banking, linking fintechs, neobanks, and financial institutions to their business clients’ financial accounting, banking, commerce/sales, KYB, payroll, tax/IRS data, and more. Boss Insights has earned media coverage by American Banker, Forbes, Bank Innovation, Open Finance World, and The Financial Brand. Boss Insights has won multiple awards including Money 20/20 Rise Up, CB Insights’ Top 35 Future in Fintech, Corporate LiveWire’s Lending Technologist Of The Year, Open Banking Excellence’s SME Award, Women In Payments’ Unicorn Challenge, Corporate Vision’s Most Innovative Leader In Lending Technology & Canadian Lenders Association’s Executive Leader In Lending.
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?? Big news for Boss Insights! We're thrilled to be included in Accenture's Fintech Innovation Lab ?? as part of their 2024 cohort . We will be in New York this week to collaborate with innovative financial institutions creating the future of financial services together. ?? https://buff.ly/3Q7VfVd
?? Big news for Boss Insights! We're thrilled to be included in Accenture's Fintech Innovation Lab ?? as part of their 2024 cohort . We will be in New York this week to collaborate with innovative financial institutions creating the future of financial services together. ?? https://buff.ly/3Q7VfVd
A big week for Boss Insights - we're in NY and Silicon Valley. Let's meet up!
OPEN TO BOARD POSITIONS & PUBLIC SPEAKING | Queen Of Data | Small Business Task Force Chair (FDX) - Advisory Board (Open Banking Expo) - Ambassador (Money 20/20 Do Better Together)
Great to be at Accenture's #fintechinnovationlab New York with Yainvest's Yulia Myronova ?????????????
We're buzzing with excitement for the upcoming Fintech Meetup in Las Vegas this March! ???? This is a fantastic opportunity for us to connect with like-minded fintech enthusiasts, share insights, and foster new collaborations. If you're planning to attend, we'd love to meet and exchange ideas. Let's shake up the fintech world together! ?????? #FintechMeetup #LasVegas #Networking #Collaboration #InnovationUnleashed
?? Exciting News for Underwriters and Financial Analysts! Navigate through Client Financial Data with Ease! ????? ?? Tackling the intricacy of financial data and analyzing its implications can be a bit of a conundrum. Traditional methods often involve manual entry, which is time-consuming, error-prone, and uneven in terms of output. But what if you could navigate this process more efficiently, accurately, and productively? Introducing the Automated Financial Spreading feature from Boss Insights - an innovative solution that reshapes how you handle financial data! ???? Say goodbye to disjointed, manual processes! Our automated financial spreading feature revolutionizes the way you spread and analyze client data. Create precise, consistent, and comprehensive financial analyses without the headaches of data entry errors and inconsistencies. ???? The real highlight, however, lies in the immense value this feature provides. It not only streamlines your data review process, but it also empowers your decision-making with reliable, up-to-date data. This means faster turnaround times on credit decisions, on-going monitoring, and ultimately more time to engage and champion your customers. ???? Boss Insights Automated Financial Spreading feature is a game-changer. By improving accuracy, amplifying productivity, and expediting decision-making, it adds unparalleled value to the operations of underwriters and financial analysts. Ready to turn the tide on financial data analysis? For a better, faster, and more effective approach to handling financial data, head to https://buff.ly/4aVbpdk today, and let Automated Financial Spreading do the heavy lifting! ???? #AutomatedFinancialSpreading #StreamlineYourProcesses #RedefineProductivity #DecisionMakingEmpowered #ValueReimagined.
The pending Canadian open banking legislation announcement is truly remarkable news for all Canadians. This development is expected to facilitate the provision of innovative and secure financial services that will benefit Canadians by fostering consumer wealth and enhancing the competitiveness of small and medium-sized businesses. We respect the Department of Finances' decision to take a government-led approach, in collaboration with industry organizations and banks, which is crucial in creating awareness and trust among consumers. This action is long overdue, as there has been a growing demand from consumers for greater control over their financial data. Open banking means that customers can share their information with trusted third-party providers, such as fintech startups or other financial institutions securely and reliably, to access new and improved products and services. This new legislation will effectively prevent banks from hoarding consumer data and reinvigorate Canada's fintech ecosystem.
?? Exciting new feature announcement for financial service providers! ?? The daily struggles of managing clients, tracking their progress, and dealing with disjointed workflows are all too familiar in the financial sector. These challenges often lead to oversights, inefficiencies, and delays, draining valuable time and resources. But what if you could streamline your processes and guide your customers through configurable workflows effortlessly? Introducing Guided Workflows from Boss Insights – a game-changing feature designed to transform the way you manage workflows! ???? This game-changing feature eliminates the hassle of managing scattered processes. It automates follow-up with customers, ensuring all necessary information is provided. ????? Our workflows are customized for each customer, automatically showing only the options they need to see. This can significantly improve your decision-making, enhance customer experiences, and ultimately boost business growth! ???? Ready to experience the future of smart workflow management? Visit https://buff.ly/41QYSmV today to see how Guided Workflows can steer your business towards unrivalled growth and customer satisfaction.???? #GuidedWorkflows #StreamlineYourProcesses #BoostEfficiency #RevolutionizeCustomerJourneys
???? We're thrilled to announce that we have been accepted into the Canadian Technology Accelerators esteemed Silicon Valley Fintech program! ???? We're eager to embark on this dynamic journey and join forces with other innovative minds in the heart of global tech, San Francisco. ???? There's more! We're also delighted to be attending the Fintech Meetup in Las Vegas this spring.???? We can't wait to share insights, engage in enlightening discussions, and create collaborative opportunities with other fintech enthusiasts.???? Stay tuned as we dive into this admirable adventure, and keep an eye on the exciting updates we’ll be sharing along the way! ???? #SiliconValleyFintechCTA #FintechCommunity #Innovation #Collaboration #ExcitingTimesAhead.
?? Big announcement! No more data collection blues! ??? ?? Struggling with data collection through an array of scattered tools, back-and-forth emails and manual processes? You're not alone - it's a challenge faced by many businesses. Traditional methods are not only time-consuming, but are also prone to errors, often resulting in misinformed decision-making. Sound familiar? Well, it's now time for an upgrade. ???? Introducing Data Requests, a revolutionary new feature from Boss Insights, set to redefine the data collection process! ???? ?? Our Data Requests feature replaces outdated methods with a seamless, centralized approach. Now - with just a few clicks - you can create custom data request forms tailored to your needs. No more manual entries, no more email tag, and no more disconnected tools - just simple, streamlined, and efficient data collection! ???? But the biggest game-changer is value. Imagine receiving critical business data in real time, securely and efficiently. It's not just about collecting data, but also having the ability to act fast on the insights gained. This freedom to act swiftly can dramatically enhance your decision-making process and drive meaningful growth! ?????? Celebrate the end of data collection woes with Boss Insights Data Requests feature. It’s the ultimate solution that elevates efficiency, reduces errors, speeds up decision-making and fundamentally enhances the value your business derives from data. ???? Ready to join the data revolution? Embrace the future of data collection and unlock its transformative value! Visit https://buff.ly/4aTvAIk today and explore what Data Request can do for you. ???? #DataRequests #RevolutionizeDataCollection #BoostValue #DataManagement #EfficiencyRedefined
Banks across North America, large and small, are working harder than ever to help small business owners manage their cash flows. ?? #DYK that many banks and small businesses use Boss Insights to manage and optimize their spending? ?? Thank you Chris Nichols from SouthState Bank for the shout-out in your article reflecting on lessons from American Banker's Small Business Banking Conference! The team at Boss Insights can't wait to keep delivering solutions for small businesses and banks in 2024 as well!??? Read the full article here: https://lnkd.in/e4eqUQzx.
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