Caravel Success Hub for NetSuite

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Win Story | Fin-Tech | Momnt

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Momnt powers modern lending solutions for businesses to provide low-friction, affordable financing to their customers at the moment of need. Their API-based platforms leverage alternative data sources and ML/AI-informed decision engines to present real-time loan offers fit to each individual borrower, all done within the banking industry’s current regulatory infrastructure. Momnt has reimagined consumer lending so that financial institutions can quickly and easily gain share of the market; by offering downstream credit through existing business customer relationships or the Momnt network.

Demographics

  • Industry | Fin-Tech
  • Headquarters | Atlanta, GA
  • Founded | 2020
  • Employees | 200+
  • Existing ERP | QuickBooks
  • Other Systems | HubSpot, Expensify, Paylocity

NetSuite Solution

  • NetSuite | Financials First
  • Modules | Financials, Record to Report, Procedure to Pay, Order to Cash, NSPB
  • Interfaces | Banking, Expensify

Sales Team

  • NetSuite | Sam Arnold
  • Caravel | Frank Herr, Jake Waters

Implementation

  • Methodology | SuiteSucces + Optimization
  •  Approach | Momnt will deploy NetSuite in a single phase with ERP + NSPB going live in month 4. Integrations in phase one are limited Banking + Expensify

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