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How Does MANTL Reduce Friction in Account Opening?

Modern account origination platforms like MANTL help banks and credit unions move from paper-heavy, multi-day onboarding to a single, digital-first experience that lets customers open deposit and loan accounts quickly across web, mobile, branch, and call center—without sacrificing compliance, fraud controls, or staff efficiency.

Learn About FI-AI Agent Explore the Banking Case Study

MANTL reduces friction in account opening by streamlining every step from application to funded account. It replaces fragmented legacy forms with a single, guided workflow that minimizes data entry, pre-fills what you already know, and uses real-time identity verification and rules-based decisions to automate approvals. Applicants can start on one channel and finish on another, while staff work from a unified console that eliminates duplicate entry and manual rekeying. The result is fewer abandoned applications, faster decisions, less fraud and operational drag, and more funded accounts from the same marketing spend.

Where Does Friction Show Up in Account Opening?

Long, confusing applications — Legacy workflows ask every question up front, repeat fields across products, and force customers to restart if they switch channels.
Manual KYC/KYB and fraud checks — Teams jump between systems, collect documents by email, and wait on back-office review before decisions are made.
Channel silos — Online, branch, and call center each run their own process, so applications started in one channel often can’t be continued in another without rekeying.
Limited visibility for staff — Frontline employees can’t see where applicants are stuck, which documents are missing, or how to prioritize follow-up.
Slow, fragmented funding — Customers must visit a branch, mail checks, or wait on manual account setup before they can actually use new accounts.
No connection to ongoing engagement — Once the account is opened, marketing, product, and branch teams lack a clean handoff into onboarding and cross-sell.

How MANTL Streamlines Account Opening

Digital account origination platforms like MANTL reduce friction by unifying application capture, identity verification, decisioning, and funding into one experience that works across all channels and deposit types.

From Multi-Step Paperwork to a Unified Origination Flow

  • Simplify the application experience. Replace long paper or legacy core forms with a guided, mobile-optimized application that shows only the questions needed for each product and applicant type.
  • Pre-fill what you already know. Use existing customer data and eligibility rules to avoid asking for the same information twice, reduce keystrokes, and lower abandonment.
  • Automate KYC/KYB and fraud checks. Orchestrate identity verification, watchlist screening, and risk scoring behind the scenes so most applications can be auto-decisioned, freeing staff for edge cases.
  • Unify digital, branch, and call center. Let applicants start an application online, continue over the phone, and finish in-branch—without re-entering data or creating multiple records.
  • Streamline funding and account setup. Support real-time funding options, e-signatures, and automated core booking so approved applicants can start using accounts quickly.
  • Give staff a single pane of glass. Provide a console where bankers can view application queues, see statuses, request documents securely, and follow up with context.
  • Connect to onboarding and cross-sell. Trigger welcome journeys, education sequences, and targeted offers based on products opened, behavior, and risk profile.

Friction-to-Flow: Account Opening Capability Matrix

Capability From (High Friction) To (Reduced Friction) Owner Primary KPI
Application Experience Paper or static web form, multiple restarts, unclear progress Guided, responsive flow with progress indicators and dynamic questions Digital Banking / CX Completion Rate, Time to Apply
Identity & Fraud Manual document collection, delayed decisions Real-time ID verification, automated checks, clear exceptions queue Risk / Operations Auto-Decision Rate, Fraud Loss
Channel Orchestration Separate workflows for digital, branch, and call center Single omnichannel journey, no rekeying or rework Operations / Branch Leadership Abandonment Rate, Branch Handle Time
Funding & Booking Back-office queues, manual core setup and funding Automated core integration, real-time funding, instant account use Core / IT Time to Fund, Funded Accounts
Staff Productivity Multiple systems, spreadsheet tracking, limited insight Central console with queues, tasks, and alerts Branch Ops / Contact Center Accounts per FTE, Cycle Time
Onboarding & Engagement One-time welcome email, no follow-through Multi-step onboarding journeys with activation and cross-sell plays Marketing / Product Activation Rate, Products per Household

Snapshot: From Multi-Day Opening to Minutes

Institutions that implement modern origination platforms like MANTL typically see application times drop from days to minutes, higher completion and approval rates, and significant reductions in manual processing. They also free staff to focus on conversations and relationship building instead of paperwork—turning account opening into a growth engine instead of a bottleneck.

When you combine a modern origination platform with governed revenue marketing, you can guide more prospects to the right products, reduce friction in every channel, and measure success by funded accounts, activation, and lifetime value—not just clicks.

Frequently Asked Questions about MANTL and Account Opening Friction

What is MANTL in the context of account opening?
MANTL is a digital account origination platform used by banks and credit unions to streamline how customers and members open deposit and loan accounts across digital channels and branches. It focuses on simplifying applications, automating decisions, and unifying workflows so you can open more accounts, faster.
How does MANTL reduce friction for applicants?
MANTL replaces long, complex forms with a guided, mobile-friendly experience. Applicants answer only the questions that are relevant to their product and profile, can upload documents securely, and can start and finish an application across multiple channels without re-entering information.
How does MANTL help branch and call center staff?
Staff get a unified console to view, prioritize, and work applications. Real-time identity checks and rules-based decisioning reduce manual review, while bulk and multi-account opening features minimize repetitive data entry—so employees spend more time advising and less time clicking.
Can MANTL support both consumer and business account opening?
Yes. Modern origination platforms like MANTL are designed for consumer and business deposit accounts, and can be extended to loans as well. That means you can support everything from simple checking accounts to more complex business relationships in a single, consistent experience.
How does MANTL connect to our core and existing tech stack?
MANTL integrates with core banking systems and third-party services such as identity verification, fraud tools, and analytics. This lets you automate account booking, funding, and servicing while maintaining the controls and auditability required in regulated environments.
Where does revenue marketing fit with MANTL?
Revenue marketing drives qualified demand and guides customers to the right products and offers; MANTL ensures that when they’re ready to open an account, the process is fast and seamless. Together, they close the loop from signal → application → funded account → activation.

Turn Account Opening into a Competitive Advantage

Pair a modern origination platform like MANTL with a governed revenue marketing strategy to improve completion rates, grow core deposits, and deepen relationships across every channel.

Unlock Banking & Finance Growth Get your growth audit
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How Do Banks Increase Funded Accounts? Revenue Marketing for Financial Services FI-AI Agent for Financial Institutions

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