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

How Do You Handle Data Migration to MANTL?

Moving to MANTL should not put customer experience, compliance, or growth at risk. We use a governed migration framework to map, cleanse, and validate customer and account data so your new MANTL-powered journeys launch clean, reconciled, and ready to convert.

Explore the Banking Case Study Learn About FI-AI Agent

We handle data migration to MANTL with a bank-grade delivery playbook: start with a detailed data inventory, reconcile source systems, and design a MANTL-ready model that preserves customer relationships, account hierarchies, and consent history. Then we run phased test cycles, dual-run periods, and reconciliations so you can cut over to MANTL with confidence in every funded account and workflow.

What’s Different About Migrating to MANTL?

Customer & Account Lineage — Preserve householding, account ownership, and historical product relationships so MANTL can support accurate KYC, cross-sell, and service.
Regulatory & Consent History — Carry over consent, disclosures, and marketing preferences to avoid re-permissioning risk and protect GLBA/CCPA compliance.
Multiple Legacy Systems — Normalize data from online banking, account opening, CRM, and core systems into a single, MANTL-ready schema.
Real-Time & Batch Interfaces — Align MANTL’s integration patterns with your core, LOS, card processor, and analytics stack to minimize rework later.
Risk & Fraud Signals — Protect the quality of risk models and fraud controls by ensuring critical behavioral and device signals survive the migration.
Marketing & Analytics Readiness — Maintain campaign, offer, and UTM lineage so you can still measure approved, funded, and activated accounts back to spend.

The MANTL Data Migration Playbook

Use this sequence to move clean, trusted data into MANTL, cut over without disruption, and keep your growth programs and reporting intact.

Discover → Design → Prepare → Test → Cut Over → Optimize

  • Discover & inventory sources: Identify every system that touches new accounts (online banking, legacy account-opening, CRM, core, LOS). Document entities, volumes, and data quality issues.
  • Design your MANTL data model: Map customers, accounts, products, consents, and workflows into MANTL. Define required vs. optional fields and how historical data will be handled.
  • Cleanse & enrich data: Standardize formats, deduplicate customers and households, resolve conflicting records, and fix missing IDs before loading any data into MANTL.
  • Build and validate pipelines: Configure batch and/or streaming pipelines into MANTL’s integration layer. Run repeatable test loads into non-production environments.
  • Run parallel & reconcile: Execute a dual-run period where legacy and MANTL run side-by-side. Reconcile balances, statuses, approvals, and funded accounts on a daily schedule.
  • Cut over with playbooks: Use cutover runbooks for branches, contact center, and operations so teams know exactly when to stop using legacy tools and how to resolve exceptions.
  • Optimize analytics & growth: Reconnect your dashboards, offers, and nurture programs so marketing and product teams can immediately optimize applications, approvals, and activation.

MANTL Migration Capability Maturity Matrix

Capability From (Ad Hoc) To (Operationalized) Owner Primary KPI
Data Inventory & Lineage Partial spreadsheets of systems and tables Complete catalog of customers, accounts, and relationships mapped to MANTL Data Governance / IT Coverage %, Critical Fields Mapped
Data Quality & Cleansing Fix issues during migration only Defined rules for duplicates, households, IDs, and address/contact standards Data Management Error Rate, Duplicate Rate
Consent & Compliance Scattered preference flags Unified consent model with auditable mappings into MANTL Compliance / Marketing Ops Consent Accuracy, Audit Exceptions
Testing & Reconciliation One-time QA before launch Scripted test cases, automated data checks, daily reconciliation reports QA / Operations Defects Found Pre-Go-Live, Reconciliation Pass Rate
Cutover & Incident Response Manual, after-hours switch Documented runbooks, rollback plans, and triage process for branches & support Operations / PMO Incident Volume, Time to Resolution
Analytics & Growth Readiness Broken reports post-launch Re-mapped KPIs for applications, approvals, funded accounts, and activation Analytics / RevOps Reporting Uptime, Time to Insight

Client Snapshot: Clean Cutover to MANTL, Faster Funded Accounts

A regional bank migrating consumer checking and savings origination to MANTL started with a complete inventory of legacy online account-opening data, then ran dual systems for 30 days with daily reconciliations. At cutover, they saw no material data loss, reduced time-to-funding, and unlocked better digital account growth by tying clean MANTL data back into their marketing and analytics stack.

When your MANTL migration is grounded in data governance, testing, and reconciliation, you can modernize digital account opening without sacrificing regulatory confidence or growth targets.

Frequently Asked Questions About Migrating Data to MANTL

What data needs to move into MANTL for a successful launch?
At minimum, you’ll migrate customer and household records, account and product data, KYC attributes, consent and communication preferences, and any fields used for eligibility, risk, and fraud checks. We prioritize only what MANTL needs to run safely and effectively, then decide which historical data you keep for analytics and servicing.
How do you keep data quality high during the migration?
We apply standardized rules for deduplication, ID mapping, addresses, and contact details before loading to MANTL. Automated checks flag missing or conflicting values, and test loads validate that records land in MANTL exactly as designed. Any issues are fixed at the source or via transformation rules, not by manual exceptions.
How do you handle consent and regulatory requirements?
Consent and preference fields are treated as critical-path data. We reconcile how each legacy system stores consent, map to a unified consent model, and ensure that MANTL retains an auditable trail. This protects your GLBA/CCPA posture and avoids accidentally re-permissioning customers or sending communications without valid consent.
Can we keep reporting on approved and funded accounts during migration?
Yes. Part of the migration is re-establishing reporting pipelines so your dashboards still show applications, approvals, funded accounts, and activation—regardless of whether they originated in legacy tools or MANTL. During dual-run, we reconcile counts and amounts across both systems so finance and analytics teams trust the numbers on day one.
How long do you run legacy and MANTL side-by-side?
The exact timeline depends on your risk tolerance and volume, but many institutions run a dual period of several weeks. During this time, we monitor exceptions, reconcile balances daily, and refine mappings and rules until both teams and regulators are comfortable with a complete cutover.
What happens if issues are discovered after go-live?
We define incident response and rollback options as part of the plan. This includes: playbooks for branches and contact center, clear owners for data corrections, and the ability to rerun specific migration jobs if needed—so you can fix root causes quickly without compromising customer trust.

Plan a Safe, Growth-Ready MANTL Migration

We’ll help you design the data model, run test migrations, and orchestrate a clean cutover so your MANTL implementation accelerates digital account growth from day one.

Unlock Banking & Finance Growth Get your growth audit
Explore More
Revenue Marketing Transformation (RM6™) Hospitality & Travel Customer Journey Map (The Loop™)

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.