Actionable Intelligence for Bankers & SMBs

Monit empowers bankers with real-time insights to deepen SMB relationships, boost retention, and uncover new revenue opportunities—seamlessly and intuitively.

How Monit Transforms Banker Success

Surface Hidden Revenue Opportunities

Monit analyzes transaction and accounting data to identify lending, deposit, and cross-sell opportunities—before the client asks.

Identify Competitor Impact & Wallet Share

See where clients move money to competing banks or fintechs, helping your team proactively retain deposits and relationships.

Empower SMBs with Timely Financial Advice

Provide business owners with historical, trending, and industry performance insights so they can make better informed decisions

Strengthen Relationships & Drive Growth

By anticipating needs and providing value-driven insights, bankers become trusted advisors—leading to deeper engagement and higher profitability.

Insights surfaced for Monit's partners

Turn Hidden Data into Growth Opportunities

Monit has surfaced millions in potential revenue and growth opportunities. See how your bank can benefit.

$60K

Average deposits per client identified at other banks

22K

Monthly transactions per merchant account identified

$121K

New deposits per client detected moving to competitors

Building relationships, delivering value

It enables us to deepen relationships with our customers, and we see Monit as a real differentiator for us in the market.

Ashley Eknaian

Chief Digital Officer @ Eastern Bank

We are a big fan of Monit! We are thrilled to offer our customers this value-added solution that is easy to implement and immediately provides our customers with information about their business activities in one robust platform.

Patricia Ferrick

President @ FVC Bank

We can provide real, contextual data for our clients to help them run their businesses.

Paul Margarites

Head of U.S Commercial Digital Platform @ TD Bank

The easiest fintech we’ve ever worked with, Monit fulfilled all promises and gave our team the tools required to get to market quickly.

Jeff Hansen

VP Treasury Management @ TAB Bank

We are starting to see real culture change with our bankers. I'm getting outreach from the frontline asking for Monit-sourced leads as they are realizing that the data from customer insights is a powerful tool to uncover new opportunities with clients.

Thomas Eorgan

SVP, Director of Sales Enablement @ Bank of Tennessee

Who we partner with

Noteworthy acknowledgments

Latest from the blog

June 30, 2025

June 2025 Edition