Ratings and Reviews 8 Ratings

Total 5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 5 out of 5 stars

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features 0 out of 5 stars
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support 0 out of 5 stars

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What is Boss Insights?

Boss Insights offers an unparalleled gateway to the financial data of business clients through a single interface that integrates various services, including accounting, banking, commerce, payroll, and taxation (such as Quickbooks, Stripe, and SalesForce). This innovative solution is utilized by fintech companies and neobanks to achieve remarkable improvements, including a 60% boost in automation, fully automated scoring, a 51% acceleration in funding processes, and a fivefold increase in the speed of renewals. The efficiency gained through this integration not only streamlines operations but also enhances decision-making capabilities for financial institutions.

What is BankPoint?

BankPoint serves as an innovative solution tailored for commercial banks and lenders, effortlessly integrating with existing core banking systems to enhance operational efficiency and user experience. This platform is gaining traction among progressive financial institutions aiming to refine various aspects of their processes, including Loan Pipeline Management, Loan Portfolio Management, Covenant Tracking, Loan Reviews, and Document Management, among others. By adopting BankPoint, these institutions are positioning themselves to better navigate the complexities of modern banking and improve overall service delivery.

Media

Media

Integrations Supported

ActiveCampaign
Agile CRM
Fintech Sandbox
FreeAgent CRM
Google Analytics
HubSpot CRM
Keap
Magento
Nimble
Odoo
PayWhirl
Pipedrive
Reddit
Shopify
Square Payments
Xero
Yodlee
Zoho Books

API Availability

Has API

API Availability

Pricing Information

Contact us for pricing details
Free Version
Free Trial Offered?

Pricing Information

BankPoint uses a simplified per-user pricing model that includes all current available modules and future releases of the BankPoint system. The solution can be deployed in your data center (on-premise), or hosted privately in the Microsoft Azure Cloud.

Supported Platforms

SaaS
Windows
Mac

Supported Platforms

SaaS
Windows
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training
On-Site Training

Company Facts

Organization Name

Boss Insights

Date Founded

2017

Company Location

Canada

Company Website

bossinsights.com

Company Facts

Organization Name

BankPoint

Date Founded

1999

Company Location

United States

Company Website

www.getbankpoint.com/scheduledemo/

Categories and Features

API Management

API Design
API Lifecycle Management
Access Control
Analytics
Dashboard
Developer Portal
Testing Management

Commercial Loan

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

Embedded Finance

Not specified

Financial Data APIs

Not specified

Integration

Dashboard
ETL - Extract / Transform / Load
Multiple Data Sources

Payment Processing

Not specified

Unified APIs

Not specified

Categories and Features

Banking

Compliance Tracking
Risk Management

Commercial Loan

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

Loan Management

Not specified

Mortgage and Loans

Client Database
Closing Documents
Commercial Mortgages
Document Management
Pipeline Management

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