monday.com × Citizens Bank

monday.com x Citizens Bank, building a PPP loan pipeline from scratch over a weekend

$50M in PPP loans approved, protecting 8K+ jobs in 100 days

Overwhelmed and without a process to calm and in control

New Capability Efficiency Written narrativeChallenge-Solution-ResultsFintech / Payments

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Full screenshot of monday.com x Citizens Bank, building a PPP loan pipeline from scratch over a weekend

Why it works

The story leads with a capability that genuinely did not exist before: Citizens Bank had no workflow for processing loans at this volume and built one from scratch in a single weekend under crisis conditions. That net-new process angle earns the New Capability tag over Efficiency, even though 28K manual actions saved per month is a strong secondary number. The crisis stakes and the specific quote about what would have been impossible without the tool ground the claim without overstating it.

Steal this

The six-board workflow walkthrough gives readers a concrete, step-by-step picture of exactly how the platform was configured, turning an abstract claim of flexibility into a replicable architecture any prospect can visualize.

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This is editorial commentary and curation. The case study, screenshot, and all metrics are monday.com's published work; we link to the source and lead with our analysis.

Vendor monday.com
Customer Citizens Bank
Industry Fintech / Payments
Trigger COVID-19 CARES Act created sudden, massive loan volume Citizens Bank had no workflow to handle
Format Written narrative
Structure Challenge-Solution-Results
Medium Web page