Financial Intelligence, Built Into Salesforce
Monit’s Salesforce integration delivers actionable business insights directly into the Salesforce screens your bankers already use - no new portals, no context switching.
Insights Bankers Need, Delivered Where They Work
Give your bankers a clearer picture of every business customer - without asking them to learn one more system. Monit embeds real-time business insights throughout Salesforce, so trends, risks, and opportunities surface naturally inside each account record.
- Instant cash-flow + risk indicators
- Built-in cross-sell signals
- No more tab-switching
- Fast, secure deployment
How Monit Works Inside Salesforce
A Secure Monit-Salesforce Connection
Monit connects to a bank's Salesforce instance using secure APIs and configured so data-driven insights are rendered in familiar objects and layouts.
Insights Surfaced in Real Time
Relationship managers see cash flow trends, balances, alerts, and recommended actions right on Account and Opportunity pages.
Intelligence Turns Into Actions Inside Salesforce
Bankers log follow-ups, create tasks, and update opportunities using the same Salesforce workflows they use today – just with better data.
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