Over 80% of customers view their business banker more as a salesperson than a guide. At the same time, bankers lack the views of their customers' finances they need to advise (and sell) most effectively. We unlock the data and value each party wants.
Using a customer's general ledger data, we help banks better understand a customer's current and projected financial health. We enable the bank to anticipate needs, alert them when there's an opportunity to bring value and make it easier for them to engage, guide and sell.
"Giving businesses a product like this is a game changer. This is a great tool. It helps us compete and build initial goodwill with non-customers."
- Business Banker
Monit quickly links to a business's accounting software and gives the leaders of that business more clear views of current and predicted cashflow, revenue and profitability - plus timely, personalized financial insights and easy-to-use cash flow event modeling tools.