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What Internal Resources Are Required to Implement MANTL Successfully?

To get full value from MANTL’s digital account opening platform, you need more than a technology decision. You need a cross-functional squad that can align journeys, data, risk, and frontline teams around a measurable growth narrative: more funded accounts, faster funding, and stickier relationships.

Unlock Banking & Finance Growth Explore the Banking Case Study

Implementing MANTL well requires a small, focused core team and clearly defined support from the rest of the institution. At minimum, you need: an executive sponsor, a MANTL product owner (often in digital banking or CX), marketing and revenue operations to design demand and onboarding flows, IT/architecture and data to integrate MANTL with core, CRM, and analytics, compliance and risk to govern KYC, disclosures, and audit trails, and frontline leaders (branch, contact center, business bankers) to activate adoption. Smaller FIs can map these responsibilities to a handful of people—but every one of these roles must be explicitly owned.

Core Internal Teams You Need Around MANTL

Executive Sponsor & Steering — Sets growth targets (funded accounts, balances, product mix), clears obstacles, and aligns board, lending, and retail leaders on why MANTL is a strategic capability—not just another vendor.
MANTL Product Owner — Owns the digital account opening journey end-to-end: eligibility rules, offer logic, forms, microcopy, and how MANTL experiences connect to web, mobile, and branch conversations.
Marketing & Revenue Operations — Designs always-on campaigns that drive qualified traffic into MANTL, builds nurture and abandonment plays, and synchronizes UTM, offer codes, and routing with CRM and LOS.
Technology, Core & Data Integration — Connects MANTL to core/LOS, CRM, fraud/KYC providers, and analytics. Maintains environments, deployment cycles, and monitoring so MANTL stays stable as products and policies evolve.
Compliance, Risk & Legal — Interprets regulatory requirements (KYC/AML, UDAAP, Reg E/Z/DD) into concrete copy, documentation steps, and approval workflows embedded in the MANTL experience and marketing programs that feed it.
Branch, Contact Center & Commercial Leaders — Ensure frontline staff understand digital applications, follow up on partially completed accounts, and use MANTL as a shared “front door” instead of a competing channel.

How to Staff a MANTL Implementation That Actually Drives Funded Accounts

Use this blueprint to right-size internal resources for MANTL—from discovery and integration to launch, optimization, and cross-sell. The goal: more approved, funded, and activated accounts with clear owners for every step.

Align → Design → Integrate → Launch → Optimize

  • Align outcomes and owners. Define the business case (funded accounts, balances, time-to-funding, digital adoption) and name a MANTL product owner. Confirm who owns marketing demand, core/CRM integration, data, and compliance sign-off.
  • Design the journeys and policies together. Marketing, product, operations, and compliance jointly design target journeys: which products go live first, eligibility rules, documentation requirements, and how abandoned applications are recovered.
  • Integrate systems and signals. IT/architecture and data teams connect MANTL with core/LOS, CRM, fraud/KYC, and analytics. Revenue operations and analytics define IDs and events so you can trace marketing spend to funded accounts and balances.
  • Train frontline teams and launch. Branch, contact center, and business bankers receive playbooks and talking points. Everyone understands how to track applications, assist stuck customers, and capture feedback into a backlog MANTL can act on.
  • Optimize and expand. A small cross-functional council reviews funnel metrics weekly: traffic, completion rate, approval %, funded rate, time-to-funding, and account activation. The same team manages experiments and the roadmap for new products and segments.

MANTL Implementation Readiness Matrix

Capability From (Unprepared) To (Ready for MANTL) Primary Owner Key Internal Resources
Business Case & Sponsorship Loose goals, no shared targets Formal objectives for funded accounts, balances, and digital adoption Executive Sponsor CEO/COO, Head of Retail/Commercial, CFO, Strategy
MANTL Product Ownership Vendor-led decisions, unclear accountability Named product owner with backlog, KPIs, and governance cadence Digital Banking / CX Product Owner, UX, Content Strategist
Demand & Journey Orchestration Campaigns drive generic “apply now” clicks Segmented campaigns, pre-qualification, and rescue journeys linked to MANTL Marketing & RevOps Demand Gen, Marketing Ops, CRM Admin
Core, CRM & Data Integration Siloed systems, manual reporting Stable integrations for application data, statuses, and balances IT/Architecture Integration Engineer, Data Engineer, DBA
Risk, KYC & Disclosures Policies exist in binders, not in flows KYC/AML, documentation, and disclosures embedded in the digital journey Compliance & Risk Compliance Officer, BSA Officer, Legal Counsel
Frontline Enablement Branches and contact centers unaware of MANTL status Playbooks, training, and shared visibility to application progress Retail & Contact Center Branch Ops, Contact Center Leaders, Training

Client Snapshot: Right-Sizing Internal Teams for MANTL

A regional bank launched MANTL with a core squad of seven people across digital banking, marketing, IT, data, compliance, and retail leadership. By tying campaigns, account opening, and frontline follow-up into a single operating rhythm, they improved completion rate, funded accounts, and early balance growth within the first 90 days of launch—without adding headcount across branches.

When you align MANTL product ownership, revenue marketing, and compliance, you turn “online account opening” into a governed growth engine, not just another digital project competing for resources.

Frequently Asked Questions About Internal Resources for MANTL

Do we need a full-time team dedicated to MANTL?
Not always—but you do need clear owners. Smaller institutions can succeed with a part-time core squad if each person has explicit responsibilities and you reserve time for a regular optimization cadence (for example, bi-weekly).
Who should own MANTL internally?
In most banks and credit unions, MANTL is owned by Digital Banking, CX, or Product, with shared accountability across Marketing, IT, Compliance, and Retail. The key is assigning a product owner who can prioritize the roadmap and say “no” when requests conflict with your growth objectives.
What is marketing’s role with MANTL?
Marketing must ensure the right traffic hits the right flows, with messaging that matches product eligibility and disclosures. Revenue operations connects campaign tracking, offers, and routing so you can see which programs actually drive approved, funded, and activated accounts.
How involved should IT and data teams be?
IT and data teams are critical during integration and launch, but they also play an ongoing role in monitoring performance, maintaining interfaces with the core and CRM, and evolving data structures so you can measure balances, cross-sell, and lifetime value from MANTL-originated customers.
Where does compliance plug into MANTL?
Compliance and risk leaders should be involved from the start—translating policies into practical requirements for copy, documentation, identity verification, and disclosures. They are ongoing partners in approving changes as you add new products, offers, and segments.
How do we prepare branches and the contact center?
Frontline teams need training, scripts, and visibility into MANTL application status. When a customer calls or walks into a branch after starting online, staff should know what step they reached, what to do next, and how to log feedback that informs future journey updates.

Make MANTL the Front Door to Measurable Banking Growth

We’ll help you align internal teams, journeys, and data so MANTL powers more approved, funded, and activated accounts—not just more traffic to an application form.

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