Ratings and Reviews 8 Ratings

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • SBS Banking Platform Reviews & Ratings
    29 Ratings
  • MindCloud Reviews & Ratings
    83 Ratings
    Company Website
  • SBS Asset Finance Reviews & Ratings
    3 Ratings
    Company Website
  • Bryt Software Reviews & Ratings
    19 Ratings
    Company Website
  • Gr4vy Reviews & Ratings
    6 Ratings
    Company Website
  • LendingPad Reviews & Ratings
    302 Ratings
    Company Website
  • FISPAN Reviews & Ratings
    5 Ratings
    Company Website
  • Qloo Reviews & Ratings
    23 Ratings
    Company Website
  • D&B Connect Reviews & Ratings
    188 Ratings
    Company Website
  • Wallester Reviews & Ratings
    271 Ratings
    Company Website

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
FreeAgent
Freshsales
Google Analytics
Gusto
Keap
Magento
Microsoft Dynamics 365 Business Central
NetSuite CRM
Nimble
Odoo
PayWhirl
Paycor
Recurly
Reddit
X (Twitter)
Zuora

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

Popular Alternatives

Popular Alternatives

enVisual360 Reviews & Ratings

enVisual360

enSynergy Professional Services
Railz Reviews & Ratings

Railz

Railz.ai