FinovateWest 2020 / Boss Insights

Presenter Profile:

How they describe themselves: Boss Insights provides Business Data as a Service bridging data gaps between banks & business customers. The single API gives real time access in 1 minute to the leading number of data sources. With accounting, commerce and banking data (Quickbooks,  Salesforce, Stripe). Banks & lenders accelerate lending & cross selling from months to minutes and gain a clear picture of portfolio health.  Boss Insights is proven & trusted by innovative FIs for processing 50% more loans, 90% increased digitization, and processing and servicing business loans 80% faster.

How they describe their product/innovation: Boss Insights’ single API captures real time business financial data (Quickbooks, Salesforce, Stripe, etc.). The data aggregation platform is proven and trusted by FIs globally.

Easy access to 3rd party verified information to delight business lenders and borrowers.  Leads to 50% more loans processed, 80% faster decisioning and servicing and 90% digitization.

  • CUT COSTS with 1 minute automation
  • REDUCE PORTFOLIO RISK with the broadest data coverage
  • DELIGHT BUSINESS CUSTOMERS with a best in class process

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms


Bus. Dev.: Keren Moynihan, CEO, & Jordan Cohen, VP Sales,
Press: Joanne Tan, Marketing Manager,,

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