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
Geezeo provides a reliable platform designed to enhance the digital banking experience. Our solution integrates smoothly into your existing digital banking framework, serving more than 500 innovative banks and credit unions. We develop robust and adaptable tools tailored for digital banking needs. Whether your goal is to increase customer engagement, effectively cross-sell products, or leverage data for deeper customer insights, Geezeo’s product APIs, Responsive Tiles, and exceptional data analytics empower you to deliver an outstanding customer experience. More than 7 million users across leading financial institutions reap the benefits of Geezeo's data enhancement, superior customer service, and focused marketing efforts. The Geezeo Platform equips you with valuable insights derived from transaction data, facilitates targeted product promotions, and fosters an engaging interaction with your customers. By choosing Geezeo, you not only enhance functionality but also drive meaningful connections with your clientele.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Agile CRM
Yes
Authorize.Net
Yes
CenterEdge Advantage
Yes
Finastra Essence
No
Fintech Sandbox
Yes
Fiserv
No
FreeAgent
Yes
FreeAgent CRM
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Integrations
Agile CRM
No
Authorize.Net
No
CenterEdge Advantage
No
Finastra Essence
Yes
Fintech Sandbox
No
Fiserv
Yes
FreeAgent
No
FreeAgent CRM
No
HubSpot CRM
No
HubSpot Customer Platform
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
No
Vendor Details
Company Name
Boss Insights
Founded
2017
Country
Canada
Website
bossinsights.com
Vendor Details
Company Name
Geezeo
Country
United States
Website
www.geezeo.com
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
Product Features
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
No
Credit Card Management
No
Credit Union
No
Investment Banking
No
Multi-Branch
No
Online Banking
No
Private Banking
No
Retail Banking
No
Risk Management
No
Securities Management
No
Transaction Monitoring
No