Average Ratings 8 Ratings
Average Ratings 0 Ratings
Description
Boss Insights provides global leading access to business customers’ financial data with a single connection to accounting, banking, commerce, payroll, tax and more (i.e. Quickbooks, Stripe, SalesForce, etc.). It’s used by fintechs and neobanks to gain 60% increased automation, 100% automated scoring, 51% faster funding and 5x faster renewals.
Description
Concierge Bank, developed by Torry Harris, is revolutionizing the banking sector globally by providing a marketplace-banking product that enables financial institutions to deliver cutting-edge offerings to their clientele via an API-driven platform and an easy-to-navigate user interface. “THIS” reflects our dedication to enhancing the digital competencies of businesses through seamless integration, facilitating the creation of vibrant digital ecosystems that broaden revenue avenues for all participants. We leverage a robust business-technology perspective, effective API strategies, and well-established API program executions to accelerate your transition into the digital realm. With our user-friendly and intuitive interface, we offer an integrated marketplace that allows for rapid onboarding of third-party services. Furthermore, as a service provider with two decades of experience concentrated on integration, we are committed to empowering enterprises to elevate their digital capabilities. Our solution is validated by numerous referenceable enterprise clients, showcasing its effectiveness and reliability in the marketplace. Ultimately, we aim to foster a collaborative environment where innovation and integration drive growth for every stakeholder involved.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Agile CRM
Yes
CenterEdge Advantage
Yes
Copper
Yes
Freshsales
Yes
Google Analytics
Yes
LinkedIn
Yes
Magento
Yes
Microsoft Dynamics 365 Business Central
Yes
NetSuite
Yes
NetSuite CRM
Yes
Integrations
Agile CRM
No
CenterEdge Advantage
No
Copper
No
Freshsales
No
Google Analytics
No
LinkedIn
No
Magento
No
Microsoft Dynamics 365 Business Central
No
NetSuite
No
NetSuite CRM
No
Pricing Details
Contact us for pricing details
Free Trial
Yes
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Boss Insights
Founded
2017
Country
Canada
Website
bossinsights.com
Vendor Details
Company Name
THIS
Country
United Kingdom
Website
www.torryharris.com/products/open-banking-solution-concierge-bank
Product Features
API Management
API Design
Yes
API Lifecycle Management
Yes
Access Control
Yes
Analytics
Yes
Dashboard
Yes
Developer Portal
Yes
Testing Management
Yes
Threat Protection
No
Traffic Control
No
Version Control
No
Commercial Loan
Asset Management
No
Audit Trail
Yes
Complex Debt Structures
Yes
Dashboard
Yes
Document Management
Yes
Exposure Management
No
Lead Management
Yes
Pipeline Management
No
Risk Management
Yes
Trend Analysis
Yes
Integration
Dashboard
Yes
ETL - Extract / Transform / Load
Yes
Metadata Management
No
Multiple Data Sources
Yes
Web Services
No
Payment Processing
ACH Check Transactions
No
Bitcoin Compatible
No
Debit Card Support
No
Gift Card Management
No
Mobile Payments
No
Online Payments
No
POS Transactions
No
Receipt Printing
No
Recurring Billing
No
Signature Capture
No