Helping FIs grow relationships in Business Banking

Monit provides FIs with alternative data to become trusted advisors with business clients to quickly identify product need, monitor risk, unlock wallet share, and increase number of engagements.
Monit gives FIs a never-before-seen view of their Small and Medium Sized Business (SMB) clients via their accounting data. For the FI, Monit has designed dashboards & APIs to automate growth opportunties for current and prospective SMB clients. In exchange, SMBs receive access to best in class cashflow tools and automated personalized guidance at scale.

Features & Benefits

SMBs: Cashflow Forecasting

12 month cashflow forecast

SMBs: Customized Advice & Guidance

Tailored "CFO-like" insights to assist SMBs in financial management

SMBs: Industry Benchmarking

Business owners can benchmark their financial performance vs. peers in the same sector (NAICS Code), revenue band, and geography (Zip Code, County, City, State)

SMBs: Expense Optimization

Provide assistance with recurring expenses, fees, and receivables management.

SMBs: Financial Event Planning

Allow your SMBs to plan out future scenarios to guide decision making and visually show how certain events impact current cash on hand and the forecast.

FIs: Aggregate SMB Portfolio Dashboard

Provide your bankers with real time SMB portfolio analytics.

FIs: Next Best Action

Call our API for Next Best Action & Product insights to deepen relationships and get ahead of your SMB clients' needs.

FIs: Campaign Builder

Create, Filter, and Sort through alternative data sets to build your own sales & marketing lists.