How Does MANTL Integrate with Marketing Automation?
Connect MANTL digital account opening with your marketing automation platform to turn application activity into real-time journeys, compliant outreach, and measurable growth in funded accounts and primary relationships.
MANTL integrates with marketing automation by syncing account-opening signals—starts, abandons, approvals, funding, and product selections—into your CRM and MAP so you can run triggered journeys instead of generic campaigns. Using APIs, webhooks, and governed data models, banks and credit unions route MANTL events into platforms like HubSpot, Marketo, Pardot, or Adobe, align them with contact and household records, and orchestrate onboarding, activation, cross-sell, and reactivation programs tied to funded accounts, primary checking, and relationship growth.
What Does a Connected MANTL + MAP Stack Look Like?
A Practical Blueprint for MANTL + Marketing Automation
Use this sequence to wire MANTL into your marketing automation platform so you can rescue abandons, accelerate funding, and grow primary relationships with confidence.
Connect → Normalize → Trigger → Orchestrate → Measure → Govern
- Connect systems securely: Stand up API/webhook connections between MANTL, CRM, and MAP; define which events (start, abandon, approval, funding, activation) you need and how often they sync.
- Normalize identity & data: Align applicant, household, and business identifiers; standardize product codes, channels, and campaign tags so MANTL events join cleanly with marketing contacts.
- Design event-based triggers: Create workflows where MANTL events kick off abandonment rescues, doc-reminder sequences, approval notifications, and welcome/onboarding programs.
- Orchestrate multi-channel journeys: Use email, SMS (where compliant), in-app, and sales/branch tasks so applicants get the right nudge or human help at each step of the account opening process.
- Measure funded and activated outcomes: Report on conversion from application → approval → funded → active usage, by channel and campaign, not just by clicks and form fills.
- Govern compliance and performance: Establish a cross-functional council (marketing, digital, risk/compliance, branch) to review programs, disclosures, and results monthly and adjust plays and spend.
MANTL + Marketing Automation Capability Matrix
| Capability | From (Disconnected) | To (Integrated & Governed) | Owner | Primary KPI |
|---|---|---|---|---|
| Data Sync & Identity | CSV exports between MANTL, CRM, and MAP | API/webhook sync with unified contact/household IDs and product tags | RevOps / IT | Match Rate, Sync Latency |
| Abandonment Rescue | Static reminder emails | Triggered rescue journeys by product, step, and channel with SLA follow-up | Digital / Marketing | Application Completion %, Time to Completion |
| Onboarding & Activation | One-size-fits-all welcome email | Persona and product-specific onboarding streams tied to first deposit, card use, and digital adoption | Lifecycle Marketing | Funded Rate, Card Activation %, Digital Adoption |
| Cross-Sell & Relationship Growth | Periodic, product-push campaigns | Trigger-based offers based on balances, tenure, and behavior (e.g., payroll, card spend, deposits) | Product / Marketing | Products per Household, Primary Checking %, ARPU |
| Compliance & Consent | Unaligned email/SMS consent flags | Shared consent model across MANTL, CRM, and MAP with archiving and audit trails | Risk / Compliance | Opt-In Rate, Audit Exceptions |
| Revenue Attribution | Click and lead-based reporting | Attribution to funded accounts, balances, and relationship value using MANTL outcomes | Analytics / Finance | Cost per Funded Account, ROMI |
Client Snapshot: From Digital Account Opening to Relationship Growth
A regional bank integrated MANTL with its marketing automation platform and CRM, using application status events to trigger rescue flows, approvals, and onboarding. Within months, they increased completion rates, improved funded-to-approved ratios, and grew primary checking relationships. See how banks connect account opening to growth in our banking case study.
When MANTL is wired into a governed revenue marketing framework, every application event becomes a signal you can use to design better journeys, coordinate teams, and prove impact in funded accounts and long-term value.
Frequently Asked Questions About MANTL and Marketing Automation
Make MANTL Part of a Connected Growth Engine
We’ll help you design data flows, journeys, and governance so MANTL and your marketing automation platform work together to grow funded accounts and long-term relationships.
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