Conversational AI
for financial institutions
Monumint is the conversational AI platform for modern financial institutions agents that handle the full borrower lifecycle across email, SMS, and voice.
Monumint
1:13 PM
Hi Sarah. I'm calling with some good news. Your application was approved, and I have a couple of financing options I'd like to review with you.
Sarah
1:14 PM
Perfect. I’m mainly looking for the lowest monthly payment.
what we do
Conversations that
build momentum
Conversational AI built for regulated financial institutions. Agents that hold a real conversation, plug into the systems you run, and show their work.
Conversational
Meet customers where they are
Reach customers through the channels they already use, with one agent that carries the conversation from first touch to resolution.
Connected
Built on the right data foundation
Agents read and write to the systems that matter – CRMs, loan platforms, cores, credit data, and document stores – so every conversation drives real work, not a handoff.
Compliant
Audit-ready at every step
TCPA-safe windows, fair-lending language scoring, and one-click evidence packs give every message, decision, and system update a clear audit trail.
What are the use cases?
Built for every stage of the customer journey
Testimonial
Real People, Real Results
Lendio has helped over 520,000 small businesses access $17B+ in financing by providing transparent access to the best credit options. To scale our mission, we partnered with Monumint to eliminate operational bottlenecks. By automating our application gathering motion, Monumint slashed manual intervention and drove a 4x increase in ADR productivity. That speed translates directly into a superior customer experience—getting critical capital into the hands of business owners faster than ever before
Tyler Sharp
Senior Vice President, Operational Strategy and Innovation
CRNCY is a market-leading personal lender in two Caribbean countries. As we planned our expansion into Latin America, we needed a solution to automate our rules-based documentation requirements and personalized customer engagement strategies. Monumint provided just that. Through document collection and WhatsApp customer engagement, we were able to more than double the volume of applications an agent can handle. This will allow us to launch in markets many times the size of those we serve today without increasing headcount, all while improving the customer experience.
Ben Coats
Chief Technology Officer
Byzfunder has provided more than $1.5B in financing to small businesses. As we scale our direct lending motion, Monumint helps us create more borrower touch points without scaling up manual follow-up. Our reps can now spend more time with the highest-intent applicants instead of chasing every lead manually.
Jared Maltz
Chief Information Officer
Lendio has helped over 520,000 small businesses access $17B+ in financing by providing transparent access to the best credit options. To scale our mission, we partnered with Monumint to eliminate operational bottlenecks. By automating our application gathering motion, Monumint slashed manual intervention and drove a 4x increase in ADR productivity. That speed translates directly into a superior customer experience—getting critical capital into the hands of business owners faster than ever before
Tyler Sharp
Senior Vice President, Operational Strategy and Innovation
CRNCY is a market-leading personal lender in two Caribbean countries. As we planned our expansion into Latin America, we needed a solution to automate our rules-based documentation requirements and personalized customer engagement strategies. Monumint provided just that. Through document collection and WhatsApp customer engagement, we were able to more than double the volume of applications an agent can handle. This will allow us to launch in markets many times the size of those we serve today without increasing headcount, all while improving the customer experience.
Ben Coats
Chief Technology Officer
Byzfunder has provided more than $1.5B in financing to small businesses. As we scale our direct lending motion, Monumint helps us create more borrower touch points without scaling up manual follow-up. Our reps can now spend more time with the highest-intent applicants instead of chasing every lead manually.
Jared Maltz
Chief Information Officer
Lendio has helped over 520,000 small businesses access $17B+ in financing by providing transparent access to the best credit options. To scale our mission, we partnered with Monumint to eliminate operational bottlenecks. By automating our application gathering motion, Monumint slashed manual intervention and drove a 4x increase in ADR productivity. That speed translates directly into a superior customer experience—getting critical capital into the hands of business owners faster than ever before
Tyler Sharp
Senior Vice President, Operational Strategy and Innovation
CRNCY is a market-leading personal lender in two Caribbean countries. As we planned our expansion into Latin America, we needed a solution to automate our rules-based documentation requirements and personalized customer engagement strategies. Monumint provided just that. Through document collection and WhatsApp customer engagement, we were able to more than double the volume of applications an agent can handle. This will allow us to launch in markets many times the size of those we serve today without increasing headcount, all while improving the customer experience.
Ben Coats
Chief Technology Officer
Byzfunder has provided more than $1.5B in financing to small businesses. As we scale our direct lending motion, Monumint helps us create more borrower touch points without scaling up manual follow-up. Our reps can now spend more time with the highest-intent applicants instead of chasing every lead manually.
Jared Maltz
Chief Information Officer
Lendio has helped over 520,000 small businesses access $17B+ in financing by providing transparent access to the best credit options. To scale our mission, we partnered with Monumint to eliminate operational bottlenecks. By automating our application gathering motion, Monumint slashed manual intervention and drove a 4x increase in ADR productivity. That speed translates directly into a superior customer experience—getting critical capital into the hands of business owners faster than ever before
Tyler Sharp
Senior Vice President, Operational Strategy and Innovation
CRNCY is a market-leading personal lender in two Caribbean countries. As we planned our expansion into Latin America, we needed a solution to automate our rules-based documentation requirements and personalized customer engagement strategies. Monumint provided just that. Through document collection and WhatsApp customer engagement, we were able to more than double the volume of applications an agent can handle. This will allow us to launch in markets many times the size of those we serve today without increasing headcount, all while improving the customer experience.
Ben Coats
Chief Technology Officer
Byzfunder has provided more than $1.5B in financing to small businesses. As we scale our direct lending motion, Monumint helps us create more borrower touch points without scaling up manual follow-up. Our reps can now spend more time with the highest-intent applicants instead of chasing every lead manually.
Jared Maltz
Chief Information Officer
IS IT SECURE?
Auditable &
Compliant by default
Audit Trail
Trail to make sure your money movement is always tracked
Automated Reporting
Receive detailed reports automatically to keep you informed about your finances.
Real-Time Analytics
Access up-to-the-minute data insights to make informed financial decisions instantly.
How do I connect to my systems?
Where systems work together
Integrations
Native integrations into the systems your teams already use for real time reads, writes, and workflow orchestration.
Knowledge base
Your policies, procedures, products, and institutional knowledge to keep interactions accurate and aligned.
API & Webhook
Use APIs and webhooks designed for secure data exchange across systems.
