Average Ratings 8 Ratings

Total
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Average Ratings 0 Ratings

Total
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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 

Screenshots View All

Screenshots View All

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 
Nimble Yes 
Sage Accounting Yes 
Salesforce Yes 
Shopify Yes 
Stripe Yes 
VK Yes 
Wave Accounting Yes 
Zoho Books 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 
Nimble No 
Sage Accounting No 
Salesforce No 
Shopify No 
Stripe No 
VK No 
Wave Accounting No 
Zoho Books 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 

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