Monit is an award-winning financial intelligence platform for leading financial institutions who want to provide business customers with embedded ‘digital CFO’ tools and enhanced analytics/targeting capabilities for bankers and marketing teams. The two-sided platform includes highly desirable SMB features (cashflow forecasting, industry benchmarking, business valuation, etc.) as well as data-driven relationship deepening tools and insights for bankers.

About

Monit

Monit is an award-winning financial intelligence platform for leading financial institutions who want to provide business customers with embedded ‘digital CFO’ tools and enhanced analytics/targeting capabilities for bankers and marketing teams. The two-sided platform includes highly desirable SMB features (cashflow forecasting, industry benchmarking, business valuation, etc.) as well as data-driven relationship deepening tools and insights for bankers.

Milestones

Value to Banks

Monit's mission is to empower community banks to excel in the increasingly competitive SMB segment. Their embedded tools deliver clear ROI by deepening customer relationships and expanding product adoption. While over 80% of SMBs view their business banker as a salesperson rather than a trusted advisor, Monit equips banks with enhanced insights to strengthen advisory roles and unlock value for both banks and their customers.

Implementation

Monit's Customer Success team works closely with each bank partner to ensure Monit is "the easiest partner to work with!" With a comprehensive execution playbook and pre-built marketing and launch materials, Monit can support a full launch in under 30 days—no core access required. Integration occurs at the Digital/Online Banking layer, with seamless compatibility for platforms like Q2, Apiture, Jack Henry Banno, Narmi, and other similar providers. Throughout the partnership, the Customer Success team remains engaged to help banks achieve maximum value.

Industry

Automated Cashflow Projection and Financial Optimization for Businesses

Leadership

Stephen Dow, Founder & CEO

Monit

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