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What is CreditSnap?

CreditSnap is a cloud-based Digital Account Opening Platform tailored for Banks, Credit Unions, and Community Banks, conveniently consolidating all your retail and business account opening requirements into a single solution. 1) The platform provides a cutting-edge, responsive experience for instant deposit account openings, allowing banks and credit unions to deliver a fully automated process that encompasses eligibility checks, KYC compliance, and digital deposits. 2) It features an innovative Lending Cross-Sell tool that stands out in the market by utilizing soft inquiry data to promptly generate loan offers immediately following the completion of the deposit application process. 3) Additionally, the platform supports an Omni Channel approach, enabling seamless interaction across various platforms and devices for a holistic user experience. With these features, CreditSnap ensures that financial institutions can enhance their service offerings and meet the evolving needs of their customers.

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.

Media

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Integrations Supported

Integrations Supported

CenterEdge Advantage
Fintech Sandbox
FreeAgent
FreeAgent CRM
Keap
LinkedIn
Magento
Microsoft Dynamics 365 Business Central
PayWhirl
Paycor
QuickBooks Online
Recurly
Sage Accounting
Salesforce
VK
Wave Accounting
Yodlee
Zoho Books

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

Contact us for pricing details
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

CreditSnap

Date Founded

2017

Company Location

United States

Company Website

www.CreditSnap.com

Company Facts

Organization Name

Boss Insights

Date Founded

2017

Company Location

Canada

Company Website

bossinsights.com

Categories and Features

Loan Origination

Not specified

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

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