Monstro Information

Monstro exists because banks are losing wallet share they should own. Their customers' biggest financial decisions — the house, the business, retirement — are being made somewhere else, because there have never been enough bankers and advisors to be there for every retail customer, consistently and compliantly, at scale. Private bankers and business bankers miss contact and service opportunities every day, for one reason: capacity. Monstro is built so a bank can bring a personalized banking and wealth management experience to millions of customers, digitally and through its bankers, so no customer is left out. Think of it as the advisor who never goes home. Around the clock, it spots where the bank can help, brings the bank's own guidance to the customer through the channels the bank already runs, and acts only under the bank's policies, permissions and controls, with every decision on the record. For the bank, that means a deeper relationship with every customer, and the deposits, lending and AUM that come with it. And for the right bank, it is how you meet the next generation before the great wealth transfer — more than $100 trillion over the next two decades — moves that money somewhere else.