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What’s The Pedowitz Group’s Approach to MANTL Implementation?

We treat MANTL as more than a digital account opening tool. The Pedowitz Group connects MANTL, your core, and your CRM/MAP into a governed revenue marketing system that increases approved and funded accounts, digital adoption, and lifetime value—without breaking compliance or the branch experience.

Unlock Banking & Finance Growth Learn About FI-AI Agent

The Pedowitz Group’s MANTL implementation approach starts with revenue outcomes, not just a go-live date. We align marketing, product, digital, and branch teams around specific targets—applications started, approvals, funded accounts, digital activation, and cross-sell. From there, we design a “lead → application → approval → funding → activation” blueprint that connects MANTL with your core system, CRM, and marketing automation so every campaign and branch interaction can be measured to funded and active accounts, not clicks.

Our team then implements MANTL with governed data, consent, and attribution, builds journeys for both direct-to-consumer and banker-assisted flows, and equips branches and contact centers with plays that rescue abandons and convert high-intent leads. Finally, we establish a continuous optimization loop—A/B testing offers, funnels, and messaging—so your digital account opening program keeps compounding results over time.

What Changes When You Implement MANTL with The Pedowitz Group?

Strategy-First, Not “Tool-Only” — We define funded-account and relationship-growth goals, then design MANTL use cases (DDA, savings, CDs, business accounts) that ladder directly up to your revenue plan.
Connected Stack, Not Silos — We wire MANTL into core, CRM, and MAP so marketing, sales, and operations all see the same funnel: lead source, application, approval, funding, and activation.
Optimized Journeys, Not Just Forms — We redesign journeys end-to-end: pre-qual, document upload, IDV, funding, and early engagement campaigns that turn new accounts into primary relationships.
Branch + Digital Alignment — We create playbooks so bankers and contact center teams know how to see MANTL activity, rescue abandons, and handle warm leads from campaigns and the website.
Compliance by Design — Consent, disclosures, and audit-friendly tracking are embedded into every journey so you can prove who saw what, when, and how they were approved and funded.
Measurement That the CFO Trusts — We stand up dashboards that roll up funded accounts, activation, balances, and cross-sell from MANTL into marketing performance and budget decisions.

The Pedowitz Group MANTL Implementation Playbook

Use this sequence to launch, optimize, and scale MANTL in a way that increases funded accounts, digital engagement, and relationship depth—while keeping branches, compliance, and IT aligned.

Discover → Design → Implement → Orchestrate → Optimize → Govern

  • Discover & align outcomes: Clarify revenue targets, products in scope, and priority segments; map current account opening journeys (branch, contact center, digital) and pain points.
  • Design journeys & data model: Define “lead → MANTL app → approval → funding → activation” stages, routing, and SLAs; architect data flows between MANTL, core, CRM, and MAP.
  • Implement and integrate: Configure MANTL flows, forms, and decisioning; set up consent and attribution; integrate with core banking and CRM so every record is traceable and reportable.
  • Orchestrate campaigns & plays: Launch acquisition, onboarding, and cross-sell programs triggered by MANTL events (apps started, abandoned, approved, funded, dormant accounts).
  • Optimize funnels & offers: A/B test creative, offers, and UX; refine underwriting-friendly targeting; reduce abandonment; improve time-to-fund and digital activation rates.
  • Govern with a revenue council: Stand up monthly reviews of funded accounts, balances, activation, and products per household; reallocate budget to the campaigns MANTL proves are working.

MANTL Implementation Capability Maturity Matrix

Capability From (Ad Hoc) To (Operationalized) Owner Primary KPI
Digital Account Opening Journey Basic online forms with high abandonment Optimized MANTL flows with pre-fill, IDV, and abandonment rescue Digital Banking Application Start→Complete %, Time-to-Apply
Data & Integrations Isolated systems, manual file drops Real-time integrations between MANTL, core, CRM, and MAP with governed IDs IT / RevOps Data Latency, Match Rate, Reporting Coverage
Branch & Contact Center Handoffs No visibility to online activity Playbooks and alerts for apps started, abandoned, and approved in MANTL Retail / Contact Center Speed-to-Contact, Saved Abandons, Appointment Rate
Measurement & Attribution Click and open reports only Channel attribution to approvals, funded accounts, activation, and balances Analytics / Finance Cost per Funded Account, Activation %, ROMI
Compliance & Risk Controls After-the-fact review Embedded disclosures, audit trails, and change controls across journeys Compliance / Risk Audit Findings, Exception Rate, Policy Breaches
Change Management & Training One-time training at go-live Ongoing enablement, scorecards, and feedback loops for marketers and bankers HR / Enablement Adoption, Satisfaction, Playbook Usage

Client Snapshot: Turning MANTL into a Funded-Account Engine

A regional financial institution engaged The Pedowitz Group to launch MANTL as part of a broader revenue marketing program. By redesigning journeys, integrating MANTL with CRM and marketing automation, and building branch rescue plays, they reduced abandonment, increased funded accounts, and accelerated time-to-primary-relationship. See how focused revenue marketing changes account opening: Explore the Banking Case Study.

Whether you’re modernizing consumer, small business, or niche segment onboarding, The Pedowitz Group helps you turn MANTL into a measurable growth engine—tied to funded accounts, digital activation, and relationship expansion.

Frequently Asked Questions About MANTL Implementation with The Pedowitz Group

How is The Pedowitz Group’s MANTL approach different from a typical implementation?
Most projects stop at configuration and core integration. We design MANTL into a full revenue marketing system—connected to campaigns, CRM, branches, and dashboards—so you can prove exactly how MANTL impacts funded accounts, balances, and relationship growth.
Can you integrate MANTL with our existing CRM and marketing automation platform?
Yes. We regularly integrate MANTL with modern CRMs and MAPs, configuring identities, lifecycle stages, and events so your teams can trigger journeys on apps started, abandoned, approved, funded, and activated—and see those results in a single view of the customer.
What revenue metrics do you track from MANTL?
We focus on funded-account outcomes: application start and completion rates, approvals, funded accounts, digital activation, products per household, and balances over time. These metrics roll into dashboards your executive team and CFO can rely on for budget and strategy decisions.
How do you support branches and the contact center during MANTL rollout?
We develop role-based playbooks that show staff how to see MANTL activity, follow up on abandons, and work warm leads from marketing. We also build scorecards and enablement content so teams know where they’re winning and where to adjust.
What about compliance and risk when using MANTL for acquisition?
We embed consent, disclosures, and audit-friendly tracking into journeys, coordinate with compliance and risk early in the design process, and help you document how MANTL, campaigns, and branches comply with internal policies and external regulations.
How quickly can we see impact from a MANTL implementation?
Timelines depend on scope and integrations, but many institutions start to see improved completion and funding rates within the first optimization cycles. We prioritize quick wins—like abandonment rescue campaigns—while we build out longer-term cross-sell and relationship plays.

Turn MANTL into a Growth Engine

Connect digital account opening, branch plays, and revenue marketing so every MANTL application has a clear path to funded, activated, and profitable relationships.

Explore the Banking Case Study Get your growth audit
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Banking & Financial Services Growth FI-AI Agent for Financial Services Revenue Marketing Transformation (RM6™)

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