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How does MANTL handle identity verification and KYC?

MANTL embeds identity verification, fraud controls, and KYC workflows into digital account opening so banks and credit unions can approve more good customers, stop bad actors, and keep an audit-ready trail across every channel.

Unlock Banking & Finance Growth Explore the Banking Case Study

MANTL handles identity verification and KYC by orchestrating real-time checks—ID document capture, database lookups, device and behavioral signals, sanctions and watchlist screening—through a configurable rules engine. Prospects are screened as they move through the application, scored against the institution’s risk policies, and either auto-approved, flagged for review, or declined. Every step is logged with audit-ready data so compliance teams can evidence how KYC decisions were made across digital, branch, and contact center channels.

What does MANTL change about KYC and identity verification?

Embedded into account opening — Identity verification is not a separate step. MANTL weaves IDV and KYC into the same application flow, so customers don’t feel bounced between systems and abandonment is reduced.
Real-time risk decisions — Rules and models evaluate applicant data, device fingerprint, and behavior in real time to route applications to auto-approval, manual review, or decline—without slowing down good customers.
Configurable KYC policies — Institutions configure thresholds, required checks, and step-up verification by product, geography, segment, and risk band, so KYC mirrors internal policy rather than generic defaults.
Multi-channel consistency — The same KYC and identity rules apply across digital, branch, and call center, delivering consistent decisions with a unified view of each applicant and member/customer.
Third-party fraud & KYC services — MANTL connects to specialized fraud and KYC providers so institutions can mix and match vendors, add new data sources, and tune risk strategies over time.
Audit-ready compliance — Every check, decision, and override is captured with time-stamped evidence, supporting BSA/AML and KYC obligations and reducing the effort to respond to audits and exams.

Inside MANTL’s Identity Verification & KYC Flow

Think of MANTL as the orchestration layer between your applicants, your core, and your fraud/KYC stack. Here’s how the pieces fit together from the first click through approval and funding.

Signal → Collect → Verify → Decide → Fund → Monitor

  • Signal: start of application — A prospect starts an application from web, mobile, branch, or a partner. MANTL captures entry point, campaign tags, and device data for downstream risk and attribution.
  • Collect: identity & context — Applicants provide PII, contact info, and product choices. MANTL enforces data validation and consent, limiting what is collected to what you need for KYC and risk.
  • Verify: layered IDV & KYC checks — Based on risk policy, MANTL triggers document checks, database lookups, PEP/sanctions screening, and watchlist checks, plus optional device and behavioral analysis.
  • Decide: automated or queued — Rules map risk scores and check results into auto-approve, refer, or decline, with clear reasons codes. High-risk cases route to back office queues with full context.
  • Fund: connect to the core — Approved applications are passed to the core or LOS with verified identity data, so accounts are opened and funded quickly without re-keying or duplicate checks.
  • Monitor: feedback and optimization — Charge-offs, fraud events, and SARs flow back into the model so you can tighten or relax KYC rules, improving approval rates while keeping risk in bounds.

KYC & Identity Maturity with MANTL

Capability From (Manual / Siloed) To (MANTL-Orchestrated) Owner Primary KPI
Identity Capture Long, generic forms; duplicate data entry in multiple systems. Streamlined flows with dynamic fields, validation, and re-use of known data across channels. Digital / Product Completion Rate, Time to Apply
IDV & KYC Checks Batch checks after submission; manual lookups in separate portals. Real-time, layered checks via integrated providers, triggered based on risk rules. Risk / Compliance Auto-Approval %, False Positive Rate
Decisioning Email and spreadsheet workflows; inconsistent decisions across branches. Rules-based decision engine with clear routing, reasons codes, and queues. Risk / Ops Time to Decision, Exception Rate
Audit & Evidence Scattered screenshots and notes; hard to reconstruct decisions. Centralized audit trail of checks, approvals, overrides, and communications. Compliance Exam Findings, Time to Respond
Fraud & Loss Feedback Ad hoc review of fraud cases; delayed updates to policy. Closed-loop feedback from fraud, charge-offs, and SARs into risk rules and workflows. Fraud / Risk Fraud Loss Rate, SAR Volume
Customer Experience High abandonment, repeated requests for documents and information. Transparent, mobile-friendly flows with clear expectations and minimal rework. CX / Marketing Abandonment Rate, NPS

Client Snapshot: From Manual KYC to Real-Time Approvals

A regional bank moved from manual KYC checks and multi-day account opening to a real-time, MANTL-powered workflow. By embedding identity verification and KYC policies into the application, they increased auto-approval rates, reduced review queues, and cut time-to-funded-account—while maintaining strong fraud and AML controls.

Want to see how this connects to funded growth? Explore the Banking Case Study

MANTL gives you the controls to design KYC once and apply it everywhere—from digital brand to branch—while your marketing and growth teams focus on acquisition, activation, and lifetime value.

Frequently Asked Questions about MANTL Identity Verification & KYC

Does MANTL perform KYC itself or connect to other providers?
MANTL acts as the orchestration layer for KYC and fraud strategy. It connects to third-party identity verification, fraud, and watchlist providers and applies your policies to their outputs. That way, you can tune risk rules and swap providers without redesigning your account opening flow.
How does MANTL keep identity verification from slowing down account opening?
Identity checks are performed in real time, embedded in the flow. MANTL minimizes re-keying, uses device and behavioral data behind the scenes, and only steps up to additional document checks or questions when risk rules require it—so good customers move quickly while high-risk cases get more scrutiny.
Can different products and segments have different KYC rules?
Yes. Institutions can configure product- and segment-specific policies—for example, stricter checks for business accounts or certain geographies—while keeping a single, unified application experience across channels.
How does MANTL support audits and regulatory exams?
MANTL maintains a centralized audit trail for each application, including which checks were run, the results, decisions and overrides, and who reviewed what. This reduces the time and effort needed to respond to internal audits and regulatory exams.
What channels does MANTL support for identity verification and KYC?
The same KYC and identity logic can be applied across digital, branch, and contact center experiences. Applicants can start in one channel and finish in another without repeating steps, and staff see the same verified data and decision history.
How do we know if our KYC rules are too strict or too lenient?
Because MANTL tracks approval rates, manual review volumes, fraud outcomes, and losses, you can analyze how rule changes affect both risk and growth. Over time, you can rebalance thresholds to improve funded accounts and member growth without increasing exposure.

Turn KYC and Identity into a Growth Advantage

We’ll help you connect MANTL’s identity and KYC capabilities to your marketing, risk, and onboarding strategy so you can grow deposits and relationships with confidence.

Learn About FI-AI Agent Get your growth audit
Explore More
Revenue Marketing for Financial Services How Do Banks Increase Funded Accounts? Customer Journey Map (The Loop™)

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