Monit’s powerful banker platform transforms accounting data into actionable intelligence—helping you uncover lending and deposit opportunities, analyze portfolio trends, and engage SMB clients with precision.
Monit’s banker platform aggregates real-time portfolio data, giving you instant visibility into SMB financial health, banking relationships, and competitive deposit trends. Identify which businesses have signed up, analyze revenue and net income trends, and see which competitors hold your clients’ deposits—so you can take action to retain and grow relationships.
Identify lending, deposit, and treasury opportunities with real-time insights—helping you proactively engage SMB clients before competitors do.
See revenue, net income, and balance sheet trends across your SMB clients while tracking where deposits and credit products are held.
Use powerful filters to build segmented audiences, then send personalized insights directly to SMBs—driving engagement and product adoption.
Monit’s advanced filtering and AI-driven categorization make it easy to identify high-value SMB clients based on real financial behaviors. Search by cash balances, lending needs, revenue trends, and even business product usage—like merchant services or payroll providers. Combine filters to create precise target audiences, ensuring you connect the right clients with the right banking solutions at the right time.
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