Software Alternatives, Accelerators & Startups

Salesforce Financial Services Cloud VS Boss Insights

Compare Salesforce Financial Services Cloud VS Boss Insights and see what are their differences

Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

Boss Insights logo Boss Insights

Providing Business Lenders Their Clients' Financial Data...In Minutes
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06
  • Boss Insights Landing page
    Landing page //
    2022-04-06

Boss Insights is an award winning leader in open banking, linking fintechs and financial institutions to their small and medium-sized business clients’ financial accounting, commerce, banking, payroll and tax data in minutes. In addition to data from the likes of QuickBooks, Xero, Stripe, Square, Shopify, Amazon and more, Boss Insights provides portals to originate, decision and service fintechs and financial institutions. In an industry that needs speed and access to real-time data, Boss Insights empowers fintechs, private lenders and financial institutions to serve their business customers.

Boss Insights has earned media coverage by American Banker, Forbes, Bank Innovation, Open Finance World and The Financial Brand. Boss Insights has won multiple awards including: Money 2020 Rise Up, CB Insights’ Top 35 Future in Fintech, Corporate LiveWire’s 2021 Lending Technologist Of The Year, Open Banking Excellence’s 2020 SME Award, 2020 Women In Payments’ Unicorn Challenge, Corporate Vision’s Most Innovative Leader In Lending Technology & Canadian Lenders Association’s 2019 Executive Leader In Lending.

Salesforce Financial Services Cloud videos

Perspectives on a Salesforce Financial Services Cloud Implementation

Boss Insights videos

FinovateFall 2019 / Boss Insights

More videos:

  • Review - World Boss Insights
  • Demo - About Boss Insights

Category Popularity

0-100% (relative to Salesforce Financial Services Cloud and Boss Insights)
CRM
100 100%
0% 0
AI
0 0%
100% 100
Business & Commerce
100 100%
0% 0
Copyrights, Patents And IP Services

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What are some alternatives?

When comparing Salesforce Financial Services Cloud and Boss Insights, you can also consider the following products

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

Codat - Codat works with lenders, banks, insurers and software providers to provide integrations with the accounting and other financial softwares.

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

Apideck Unify - Apideck Unify provides Unified APIs across more than 50 different software categories to allow customers to accelerate their integration strategy.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

DocketTrak - DocketTrak is a web-based Intellectual Property docket reminder system for small IP practices or attorneys in corporate IP departments.