Be In The Right Place, At The Right Time, In The Right Way

Our platform provides your entire business banking team with deep, timely customer intelligence - enabling you to serve better, grow higher-value relationships and more effectively prospect.

Real-Time Views

Stay on top of how your customers' businesses are performing (and are projected to perform) both individually and in aggregate.

How it works

Monit's always-on connection to the customer's general ledger yields ongoing, truly useful forecasts and insights. And their interactions with Monit's cash flow event planning tools allow your team to further get out in front with specific, personalized guidance and offers.

The Ability to Anticipate

Imagine getting a friendly tap on the shoulder when a forecast suggests an opportunity to sell or serve more effectively. For example, with Monit you'll know well in advance when customers are likely to experience cash flow shortfalls or excess deposits.

How it works

Notifications can be provided inside or outside of current bank sales and marketing platforms (e.g. Salesforce), allowing you to deploy Monit in ways that fit how your busy team members truly live and work.

Easy Custom Campaigns

Our custom campaign tool makes it a breeze to push out highly personalized communications and offers that put Monit's timely notifications to work. The result is improved efficiency and conversion - and deeper relationships.

Easy Custom Campaigns

Our custom campaign tool makes it a breeze to push out highly personalized communications and offers that put Monit's timely notifications to work. The result is improved efficiency and conversion - and deeper relationships.
Campaign Setup
Targeting Criteria

A Platform To Help the Whole Team Win

A more clear, detailed and timely window into current and projected customer financial health helps enhance and focus the efforts of the entire business banking team.

Head of Business Banking

  • CheckmarkOpportunity mapping
  • CheckmarkCompetitor tracking
  • CheckmarkSalesperson next-best-action
  • CheckmarkImproved team ROI

Head of Business Credit

  • CheckmarkFull portfolio views
  • CheckmarkRisk scores based on real-time views 
of business data

Business Banker

  • CheckmarkDetailed customer intelligence
  • CheckmarkImmediate & predicted opportunities
  • CheckmarkAlerts on changes you otherwise would 
have missed

Marketing
 & CRM Leads

  • CheckmarkSurgical offer engine
  • CheckmarkRich, personalized interactions & alerts
  • Checkmark3rd-party CRM & sales platform integration

CTO / COO

  • CheckmarkNo integration & integration-lite models
  • CheckmarkSOC-2 compliance
  • CheckmarkAn award-winning, embedded UX

Schedule a Demo

Our flexible partnership options can support a quick, bank-branded deployment or a fully embedded bank digital experience. Please reach out to discuss the best approach for you bank.

Contact a Monit Rep

Let’s Discuss

Call us, or fill out the form if you’d like us to email you more information.

(617) 433-8131

Institution Type

Thank you. We’ll be in touch.