Award-winning technology.
Eye-opening insights.

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

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Share of Wallet

A full picture of your clients

With persistent access to client general ledger data, Monit provides financial institutions with unprecedented access to actionable intelligence for growing share-of-wallet.

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Identify accounts from competing FIs
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Determine health of client A/R
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Reveal wallet share penetration by product
The monit advantage

A growing library of actionable insights

Monit's Insights Engine generates guidance, advisories, and recommendations to benefit internal teams and SMB clients alike from general ledger data.

Take a peek at just a few of the dozens of business signals that Monit can identify.

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  • Share of wallet breakdowns and trends
  • New loan obligation at another institution
  • Cash-on-hand trends (including from other institutions)
  • Cashflow forecast expected to drop
  • Depreciation schedule suggests timing of new equipment purchase
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  • Share of wallet breakdowns and trends
  • Excessive amount of cash on hand relative to expenses
  • Best month ever for revenue or profit
  • Business pays excessive fees for another institution, for payments, or money movement
  • Accounts receivable turnaround trends
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  • Business does not appear to have appropriate coverage for industry
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  • No retirement accounts identified
  • Excessive cash-on-hand relative to expenses
The monit advantage

Your way, all the way

Deploy Monit to internal teams and customers on your terms.

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Data wherever your team needs it

Monit's reporting and relationship management features can be integrated into the systems your team already knows and trusts.

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Targeted in-app promotions and campaigns

Work with our specialists or manage your own targeted promotions to amplify marketing efforts and drive behavioral actions.

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Theming, branding, and customization

Monit's digital products can be themed and renamed to match your unique brand for a seamless end-user experience.


Turnkey SMB Insights App

Integrate Monit's turnkey SMB Insights product and offer personalized guidance and powerful planning tools within your digital banking platform or as a standalone offering.

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No app to download, works in any web browser on any device
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Cashflow forecasting
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Scenario planning
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Industry benchmarking
Integrations available!
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Frequently Asked Questions

What is Monit?
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How does Monit work for businesses?
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How does my financial institution benefit from Monit?
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How does Monit keep data safe, secure, and private?
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Can Monit integrate with our existing systems?
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What kind of service and support does Monit provide?
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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 your bank.

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