pedowitz-group-logo-v-color-3
  • Solutions
    1-1
    MARKETING CONSULTING
    Operations
    Marketing Operations
    Revenue Operations
    Lead Management
    Strategy
    Revenue Marketing Transformation
    Customer Experience (CX) Strategy
    Account-Based Marketing
    Campaign Strategy
    CREATIVE SERVICES
    CREATIVE SERVICES
    Branding
    Content Creation Strategy
    Technology Consulting
    TECHNOLOGY CONSULTING
    Adobe Experience Manager
    Oracle Eloqua
    HubSpot
    Marketo
    Salesforce Sales Cloud
    Salesforce Marketing Cloud
    Salesforce Pardot
    4-1
    MANAGED SERVICES
    MarTech Management
    Marketing Operations
    Demand Generation
    Email Marketing
    Search Engine Optimization
    Answer Engine Optimization (AEO)
  • AI Services
    ai strategy icon
    AI STRATEGY AND INNOVATION
    AI Roadmap Accelerator
    AI and Innovation
    Emerging Innovations
    ai systems icon
    AI SYSTEMS & AUTOMATION
    AI Agents and Automation
    Marketing Operations Automation
    AI for Financial Services
    ai icon
    AI INTELLIGENCE & PERSONALIZATION
    Predictive and Generative AI
    AI-Driven Personalization
    Data and Decision Intelligence
  • HubSpot
    hubspot
    HUBSPOT SOLUTIONS
    HubSpot Services
    Need to Switch?
    Fix What You Have
    Let Us Run It
    HubSpot for Financial Services
    HubSpot Services
    MARKETING SERVICES
    Creative and Content
    Website Development
    CRM
    Sales Enablement
    Demand Generation
  • Resources
    Revenue Marketing
    REVENUE MARKETING
    2025 Revenue Marketing Index
    Revenue Marketing Transformation
    What Is Revenue Marketing
    Revenue Marketing Raw
    Revenue Marketing Maturity Assessment
    Revenue Marketing Guide
    Revenue Marketing.AI Breakthrough Zone
    Resources
    RESOURCES
    CMO Insights
    Case Studies
    Blog
    Revenue Marketing
    Revenue Marketing Raw
    OnYourMark(et)
    AI Project Prioritization
    assessments
    ASSESSMENTS
    Assessments Index
    Marketing Automation Migration ROI
    Revenue Marketing Maturity
    HubSpot Interactive ROl Calculator
    HubSpot TCO
    AI Agents
    AI Readiness Assessment
    AI Project Prioritzation
    Content Analyzer
    Marketing Automation
    Website Grader
    guide
    GUIDES
    Revenue Marketing Guide
    The Loop Methodology Guide
    Revenue Marketing Architecture Guide
    Value Dashboards Guide
    AI Revenue Enablement Guide
    AI Agent Guide
    The Complete Guide to AEO
  • About Us
    industry icon
    WHO WE SERVE
    Technology & Software
    Financial Services
    Manufacturing & Industrial
    Healthcare & Life Sciences
    Media & Communications
    Business Services
    Higher Education
    Hospitality & Travel
    Retail & E-Commerce
    Automotive
    about
    ABOUT US
    Our Story
    Leadership Team
    How We Work
    RFP Submission
    Contact Us
  • Solutions
    1-1
    MARKETING CONSULTING
    Operations
    Marketing Operations
    Revenue Operations
    Lead Management
    Strategy
    Revenue Marketing Transformation
    Customer Experience (CX) Strategy
    Account-Based Marketing
    Campaign Strategy
    CREATIVE SERVICES
    CREATIVE SERVICES
    Branding
    Content Creation Strategy
    Technology Consulting
    TECHNOLOGY CONSULTING
    Adobe Experience Manager
    Oracle Eloqua
    HubSpot
    Marketo
    Salesforce Sales Cloud
    Salesforce Marketing Cloud
    Salesforce Pardot
    4-1
    MANAGED SERVICES
    MarTech Management
    Marketing Operations
    Demand Generation
    Email Marketing
    Search Engine Optimization
    Answer Engine Optimization (AEO)
  • AI Services
    ai strategy icon
    AI STRATEGY AND INNOVATION
    AI Roadmap Accelerator
    AI and Innovation
    Emerging Innovations
    ai systems icon
    AI SYSTEMS & AUTOMATION
    AI Agents and Automation
    Marketing Operations Automation
    AI for Financial Services
    ai icon
    AI INTELLIGENCE & PERSONALIZATION
    Predictive and Generative AI
    AI-Driven Personalization
    Data and Decision Intelligence
  • HubSpot
    hubspot
    HUBSPOT SOLUTIONS
    HubSpot Services
    Need to Switch?
    Fix What You Have
    Let Us Run It
    HubSpot for Financial Services
    HubSpot Services
    MARKETING SERVICES
    Creative and Content
    Website Development
    CRM
    Sales Enablement
    Demand Generation
  • Resources
    Revenue Marketing
    REVENUE MARKETING
    2025 Revenue Marketing Index
    Revenue Marketing Transformation
    What Is Revenue Marketing
    Revenue Marketing Raw
    Revenue Marketing Maturity Assessment
    Revenue Marketing Guide
    Revenue Marketing.AI Breakthrough Zone
    Resources
    RESOURCES
    CMO Insights
    Case Studies
    Blog
    Revenue Marketing
    Revenue Marketing Raw
    OnYourMark(et)
    AI Project Prioritization
    assessments
    ASSESSMENTS
    Assessments Index
    Marketing Automation Migration ROI
    Revenue Marketing Maturity
    HubSpot Interactive ROl Calculator
    HubSpot TCO
    AI Agents
    AI Readiness Assessment
    AI Project Prioritzation
    Content Analyzer
    Marketing Automation
    Website Grader
    guide
    GUIDES
    Revenue Marketing Guide
    The Loop Methodology Guide
    Revenue Marketing Architecture Guide
    Value Dashboards Guide
    AI Revenue Enablement Guide
    AI Agent Guide
    The Complete Guide to AEO
  • About Us
    industry icon
    WHO WE SERVE
    Technology & Software
    Financial Services
    Manufacturing & Industrial
    Healthcare & Life Sciences
    Media & Communications
    Business Services
    Higher Education
    Hospitality & Travel
    Retail & E-Commerce
    Automotive
    about
    ABOUT US
    Our Story
    Leadership Team
    How We Work
    RFP Submission
    Contact Us
Skip to content

What Account Types Can Be Opened Through MANTL?

MANTL gives banks and credit unions a single, omnichannel front door to open consumer and business accounts in minutes, across digital and branch channels. From everyday checking to complex commercial relationships, you can configure the products you need while MANTL orchestrates onboarding, KYC, and funding.

Unlock Banking & Finance Growth Explore the Banking Case Study

Through MANTL, financial institutions can open a wide mix of consumer deposit and business deposit accounts—and increasingly loan accounts—using a single, unified origination experience. Most banks and credit unions use MANTL to support:

  • Consumer deposit accounts – checking, savings, money market, CDs, and specialty/high-yield variants.
  • Business deposit accounts – small business and commercial checking, savings, MMAs, and analyzed accounts.
  • Multi-account packages – opening multiple accounts in a single journey (e.g., checking + savings + MMA).
  • Loan and line products – personal, small business, and other lending products where MANTL is enabled.

Your core and product catalog determine the exact SKUs; MANTL’s job is to originate them quickly, safely, and consistently across any channel.

Core Account Categories MANTL Can Power

Everyday Consumer Checking — Standard, interest-bearing, rewards, student, senior, and relationship checking with configurable eligibility, funding minimums, and card provisioning.
Savings & Money Market Accounts — Statement and passbook savings, money market, and high-yield savings accounts, with flexible funding sources and promotional rate logic.
Certificates of Deposit (CDs) — Fixed-rate and promotional CDs, add-on CDs, and laddered strategies with term, rate, and renewal options built into the flow.
Business & Commercial Checking — From simple SMB accounts to complex analyzed commercial checking, with multiple owners, signers, and entity types supported in a single application.
Specialty & Escrow Accounts — IOLTA, trust, escrow and other regulated structures that require tailored KYC/KYB, documentation, and approval routing.
Loan & Line Origination — Where enabled, MANTL can also originate personal and business loans or lines of credit alongside deposit accounts to deepen relationships from day one.

Designing Your MANTL Account Portfolio

Think of MANTL as your product-agnostic origination layer. You decide which account types to offer; MANTL orchestrates the UX, data, and risk workflows so those products can be opened consistently across web, mobile, branch, and call center.

From Product Idea to Live Account Type in MANTL

  • Clarify your goals by segment: Decide which account types you need for consumers vs. SMB vs. commercial (e.g., basic checking, high-yield savings, treasury accounts), and the roles each will play in growth.
  • Map products to your core: Align each MANTL “product” configuration to a specific core code, rate table, fee schedule, and GL mapping so origination is fully synchronized.
  • Define eligibility & KYC/KYB rules: Configure entity types, ownership rules, documentation requirements, sanctions checks, and risk scoring so each account type meets your compliance standards.
  • Design customer & banker flows: Decide which accounts can be opened fully self-serve, which require banker assist, and what “bulk opening” experiences look like for multi-account relationships.
  • Instrument funding & activation: Set up funding sources (ACH, card, internal transfer), card issuance, digital wallet provisioning, and alerts to get each account funded and in-use quickly.
  • Bundle offers & journeys: Build plays that automatically pair accounts—e.g., checking + savings + credit card for consumers, or checking + MMAs for commercial relationships.
  • Measure performance by account type: Track application starts, approvals, funded rate, balances, and cross-sell for each account family so you can prioritize what drives the most profitable growth.

MANTL Account Type & Origination Capability Matrix

Capability From (Legacy State) To (With MANTL) Owner Primary KPI
Consumer Checking Branch-heavy, long forms, manual review and funding. 3–5 minute digital opening with automated KYC, instant funding, and card provisioning. Retail Banking / Digital Account Opens, Funded Rate, Cost per Account
Consumer Savings & CDs Limited choices online; promotions managed via rate sheets only. Configurable savings and CD catalog with promotional rates and renewal paths in a unified flow. Product / Treasury Deposit Growth, Promo Uptake, Retention at Renewal
Business Deposit Accounts Paper-heavy onboarding, back-and-forth for documents and signatures. Omnichannel account opening with adaptive due diligence, multi-owner signatures, and bulk account opening. Business Banking / Commercial Time-to-Open, Accounts per Relationship, NPS
Loan Origination Separate systems for deposits and loans; no shared journeys. Unified experience where loans and deposits can be originated in coordinated journeys. Lending / Credit Approval %, Booked Loans, Cross-Sell Attach Rate
Branch & Call Center Assist Re-keying applications; no visibility into digital starts. Staff pick up any in-progress application, add accounts, and complete funding without rework. Branch Ops / Contact Center Cycle Time, Abandonment Recovery, Staff Efficiency
Analytics & Optimization Basic “accounts opened” reporting with no product-level attribution. Funnel analytics by account type, channel, and segment with A/B testing on flows and offers. Analytics / RevOps Conversion by Account Type, ROMI, Deposit Mix

Client Snapshot: Modernizing Account Opening with MANTL

A regional bank used MANTL to launch a unified catalog of consumer checking, high-yield savings, CDs, and business accounts across digital and branch channels. Within months, they saw higher completion rates, more funded accounts per relationship, and a healthier deposit mix skewed toward targeted products.

Pair that origination engine with the right growth strategy: Explore the Banking Case Study · See the Alkami + Segmint FI Growth Guide

When you understand exactly which account types MANTL can power and how they perform, you can align marketing, digital, and branch plays around funded accounts and balances—not just application starts.

Frequently Asked Questions About MANTL Account Types

What account types can typically be opened through MANTL?
Most institutions use MANTL to open consumer checking, savings, money market, and CD accounts, plus a range of business and commercial checking and savings products. Depending on your configuration, MANTL can also support loan and line-of-credit origination.
Can we open multiple accounts in one MANTL application?
Yes. MANTL supports opening multiple accounts for the same customer or business in a single workflow—for example checking + savings + MMA, or multiple deposit accounts for a commercial relationship—reducing friction and increasing wallet share.
Does MANTL support both consumer and business account opening?
Yes. MANTL was built to support both consumer and business deposit origination, with adaptive due diligence and KYB logic for complex businesses, and streamlined KYC flows for consumers.
Can specialty accounts like IOLTA, escrow, or trust accounts run through MANTL?
Many institutions configure MANTL to support specialty accounts that require additional documentation and review. The specific account types depend on your core system and risk policies, but the platform can handle different workflows and document sets per product.
How do loan accounts fit into the MANTL experience?
Where MANTL loan origination is enabled, customers can apply for loans and lines through the same omnichannel experience used for deposits. That lets you coordinate deposit and lending offers, share data, and manage risk across the full relationship.
What determines which account types we can actually offer through MANTL?
Your catalog is driven by your core, product strategy, and risk/compliance standards. MANTL then maps those products into a configurable origination layer—so adding or refining account types is a joint effort between product, ops, risk, and your MANTL team.

Turn MANTL Account Types Into Measurable Growth

We’ll help you decide which consumer and business accounts to lead with, wire tracking to funded balances, and build programs that fill those MANTL-powered products with profitable customers.

Learn About FI-AI Agent Get your growth audit
Explore More
How Banks Increase Funded Accounts Revenue Marketing for Financial Services Financial Services AI Agent

Get in touch with a revenue marketing expert.

Contact us or schedule time with a consultant to explore partnering with The Pedowitz Group.

Send Us an Email

Schedule a Call

The Pedowitz Group
Linkedin Youtube
  • Solutions

  • Marketing Consulting
  • Technology Consulting
  • Creative Services
  • Marketing as a Service
  • Resources

  • Revenue Marketing Assessment
  • Marketing Technology Benchmark
  • The Big Squeeze eBook
  • CMO Insights
  • Blog
  • About TPG

  • Contact Us
  • Terms
  • Privacy Policy
  • Education Terms
  • Do Not Sell My Info
  • Code of Conduct
  • MSA
© 2025. The Pedowitz Group LLC., all rights reserved.
Revenue Marketer® is a registered trademark of The Pedowitz Group.