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Description

Boss Insights provides Business Data as a Service bridging data gaps between banks and business customers. The single API gives real time access in 1 minute to the leading number of data sources. With accounting, banking and commerce data (Quickbooks,  Salesforce, Stripe) banks and lenders accelerate lending and cross-selling from months to minutes and gain a clear picture of portfolio health.  Boss Insights is proven & trusted by innovative financial institutions for processing 2x more loans, 90% increased digitization, and processing and servicing business loans 80% faster.

 

“We gained 2-3 years of new client relationships in 30-60 days.” – Dustin Phillips, Chief Lending Officer, CCBank

 

“The Boss Insights’ solution dramatically simplifies the work of loan decisioning, servicing & fraud prevention.”Sanjay Matthew, Head of Fintech Strategy, Oracle

 

Boss Insights One-Pager

Boss Insights Case Study

Boss Insights Demo Video (Finovate)

Industry: Fintech
Funding: $500.000 - $2.000.000
CEO: Keren Moynihan

Team members

Keren Moynihan_CEO_Boss Insights

Keren Moynihan

CEO & Co-Founder

Former commercial banker & 2nd time founder, Keren Moynihan is the CEO& Co-Founder of Boss Insights. Boss Insights offers Business Data as a Service. Our single API enables easy access to hundreds of sources of accounting, banking and commerce data (eg. Quickbooks, SalesForce, Stripe) bridging data gaps between banks and business customers in under 1 minute. Banks know where a business was, is and will be on demand. Keren has 15+ years' experience in financial services as a banker, advisor & mentor. Starting as a JD/MBA, she worked at a division of the TSX before moving to commercial banking at RBC. Her first startup was an impact company financing large buildings to be energy efficient. With Boss Insights, Keren seeks to empower lenders with the latest data technology so they can measure lenders on their merit in addition to their colateral. With real time data and insights, loans and banking accelerate from months to minutes. Under her leadership, Boss was awarded the 2020 Unicorn Challenge Winner by Women In Payments, Corporate Vision Magazine's 2020 Most Innovative Leader In Lending Technology and 2019 Executive Leader in Lending, featured in Forbes, ABA and The Financial Brand for saying "Banks Must Adopt APIs or Fintechs Will Win".
Luke Moynihan_CTO_Boss Insights

Luke Moynihan

CTO & Co-Founder

Jordy Cohen_VP Sales_Boss Insights

Jordan (Jordy) Cohen

VP Sales

Tim Lan

Sales Development Representative

Joanne Tan_Marketing Manager_Boss Insights

Joanne Tan

Marketing Manager

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