20 years ago
Financial institutions and technology providers saw the opportunity for technology-assisted financial guidance, but the data, computing power and tools to deliver it were not there.
10 years ago
Mobile, CRM and product distribution got better, but most financial institutions still could not deliver real, personalized guidance at scale across the full financial life.
Today
Connected data, AI, your own policy controls and tools that support your bankers now make personalized guidance possible for every customer.
Tomorrow with Monstro
The leaders won’t simply hold deposits or distribute products. They’ll be the first place customers turn for their biggest financial decisions. Monstro gives you the capacity to be that institution.
More than 114 million customer accounts are connected today through APIs aligned with FDX technical standards.
“And overall, we've doubled the number of use cases in production this year. We're focusing our efforts on the highest-impact areas such as customer service, including call center efficiency and personalized client insights...”
Jeremy Barnum, CFO, JPMorganChase 2026 Company Update · Feb 23, 2026
“Each banking organization ultimately is responsible for adopting model risk management practices that are appropriate and effective for managing the specific risks the banking organization faces or is likely to face.”
Advisors currently devote 53% of their workweek to client-focused work but would ideally spend 63%, a difference of about four hours in a 40-hour workweek.
“Personalization is how we show care at scale.”
Sherry GrazianoHead of Digital, Client Experience and Marketing
Source
Truist press release: Truist delivers 2 billion AI-powered proactive insights helping clients move forward with confidence · Sep 3, 2026
Public statement, linked to its source. Its inclusion does not imply any relationship with or endorsement of Monstro.
“AI is an opportunity for Schwab. ... It will help us create more personalized experiences for our clients while improving the productivity of the team serving them.”
Rick WursterPresident and CEO
Source
Schwab 2026 Fall Business Update (Q3 2026), Motley Fool transcript · Oct 15, 2026
Public statement, linked to its source. Its inclusion does not imply any relationship with or endorsement of Monstro.
“This latest solution empowers advisors to shift capacity toward activities that drive business growth and strengthen how we serve clients.”
Patricio DiazChief Operating Officer
Source
Bank of America press release: Merrill and Bank of America Private Bank Launch AI-Powered Meeting Journey · Mar 26, 2026
Public statement, linked to its source. Its inclusion does not imply any relationship with or endorsement of Monstro.