pedowitz-group-logo-v-color-3
  • Solutions
    1-1
    MARKETING CONSULTING
    Operations
    Marketing Operations
    Revenue Operations
    Lead Management
    Strategy
    Revenue Marketing Transformation
    Customer Experience (CX) Strategy
    Account-Based Marketing
    Campaign Strategy
    CREATIVE SERVICES
    CREATIVE SERVICES
    Branding
    Content Creation Strategy
    Technology Consulting
    TECHNOLOGY CONSULTING
    Adobe Experience Manager
    Oracle Eloqua
    HubSpot
    Marketo
    Salesforce Sales Cloud
    Salesforce Marketing Cloud
    Salesforce Pardot
    4-1
    MANAGED SERVICES
    MarTech Management
    Marketing Operations
    Demand Generation
    Email Marketing
    Search Engine Optimization
    Answer Engine Optimization (AEO)
  • AI Services
    ai strategy icon
    AI STRATEGY AND INNOVATION
    AI Roadmap Accelerator
    AI and Innovation
    Emerging Innovations
    ai systems icon
    AI SYSTEMS & AUTOMATION
    AI Agents and Automation
    Marketing Operations Automation
    AI for Financial Services
    ai icon
    AI INTELLIGENCE & PERSONALIZATION
    Predictive and Generative AI
    AI-Driven Personalization
    Data and Decision Intelligence
  • HubSpot
    hubspot
    HUBSPOT SOLUTIONS
    HubSpot Services
    Need to Switch?
    Fix What You Have
    Let Us Run It
    HubSpot for Financial Services
    HubSpot Services
    MARKETING SERVICES
    Creative and Content
    Website Development
    CRM
    Sales Enablement
    Demand Generation
  • Resources
    Revenue Marketing
    REVENUE MARKETING
    2025 Revenue Marketing Index
    Revenue Marketing Transformation
    What Is Revenue Marketing
    Revenue Marketing Raw
    Revenue Marketing Maturity Assessment
    Revenue Marketing Guide
    Revenue Marketing.AI Breakthrough Zone
    Resources
    RESOURCES
    CMO Insights
    Case Studies
    Blog
    Revenue Marketing
    Revenue Marketing Raw
    OnYourMark(et)
    AI Project Prioritization
    assessments
    ASSESSMENTS
    Assessments Index
    Marketing Automation Migration ROI
    Revenue Marketing Maturity
    HubSpot Interactive ROl Calculator
    HubSpot TCO
    AI Agents
    AI Readiness Assessment
    AI Project Prioritzation
    Content Analyzer
    Marketing Automation
    Website Grader
    guide
    GUIDES
    Revenue Marketing Guide
    The Loop Methodology Guide
    Revenue Marketing Architecture Guide
    Value Dashboards Guide
    AI Revenue Enablement Guide
    AI Agent Guide
    The Complete Guide to AEO
  • About Us
    industry icon
    WHO WE SERVE
    Technology & Software
    Financial Services
    Manufacturing & Industrial
    Healthcare & Life Sciences
    Media & Communications
    Business Services
    Higher Education
    Hospitality & Travel
    Retail & E-Commerce
    Automotive
    about
    ABOUT US
    Our Story
    Leadership Team
    How We Work
    RFP Submission
    Contact Us
  • Solutions
    1-1
    MARKETING CONSULTING
    Operations
    Marketing Operations
    Revenue Operations
    Lead Management
    Strategy
    Revenue Marketing Transformation
    Customer Experience (CX) Strategy
    Account-Based Marketing
    Campaign Strategy
    CREATIVE SERVICES
    CREATIVE SERVICES
    Branding
    Content Creation Strategy
    Technology Consulting
    TECHNOLOGY CONSULTING
    Adobe Experience Manager
    Oracle Eloqua
    HubSpot
    Marketo
    Salesforce Sales Cloud
    Salesforce Marketing Cloud
    Salesforce Pardot
    4-1
    MANAGED SERVICES
    MarTech Management
    Marketing Operations
    Demand Generation
    Email Marketing
    Search Engine Optimization
    Answer Engine Optimization (AEO)
  • AI Services
    ai strategy icon
    AI STRATEGY AND INNOVATION
    AI Roadmap Accelerator
    AI and Innovation
    Emerging Innovations
    ai systems icon
    AI SYSTEMS & AUTOMATION
    AI Agents and Automation
    Marketing Operations Automation
    AI for Financial Services
    ai icon
    AI INTELLIGENCE & PERSONALIZATION
    Predictive and Generative AI
    AI-Driven Personalization
    Data and Decision Intelligence
  • HubSpot
    hubspot
    HUBSPOT SOLUTIONS
    HubSpot Services
    Need to Switch?
    Fix What You Have
    Let Us Run It
    HubSpot for Financial Services
    HubSpot Services
    MARKETING SERVICES
    Creative and Content
    Website Development
    CRM
    Sales Enablement
    Demand Generation
  • Resources
    Revenue Marketing
    REVENUE MARKETING
    2025 Revenue Marketing Index
    Revenue Marketing Transformation
    What Is Revenue Marketing
    Revenue Marketing Raw
    Revenue Marketing Maturity Assessment
    Revenue Marketing Guide
    Revenue Marketing.AI Breakthrough Zone
    Resources
    RESOURCES
    CMO Insights
    Case Studies
    Blog
    Revenue Marketing
    Revenue Marketing Raw
    OnYourMark(et)
    AI Project Prioritization
    assessments
    ASSESSMENTS
    Assessments Index
    Marketing Automation Migration ROI
    Revenue Marketing Maturity
    HubSpot Interactive ROl Calculator
    HubSpot TCO
    AI Agents
    AI Readiness Assessment
    AI Project Prioritzation
    Content Analyzer
    Marketing Automation
    Website Grader
    guide
    GUIDES
    Revenue Marketing Guide
    The Loop Methodology Guide
    Revenue Marketing Architecture Guide
    Value Dashboards Guide
    AI Revenue Enablement Guide
    AI Agent Guide
    The Complete Guide to AEO
  • About Us
    industry icon
    WHO WE SERVE
    Technology & Software
    Financial Services
    Manufacturing & Industrial
    Healthcare & Life Sciences
    Media & Communications
    Business Services
    Higher Education
    Hospitality & Travel
    Retail & E-Commerce
    Automotive
    about
    ABOUT US
    Our Story
    Leadership Team
    How We Work
    RFP Submission
    Contact Us
Skip to content

What Analytics Does MANTL Provide for Marketers?

MANTL gives bank and credit union marketers a single, trusted view of the account-opening funnel—from impression to funded relationship. See which campaigns, channels, and offers drive applications, approvals, and balances so you can prove impact and quickly reallocate spend to what works.

Unlock Banking & Finance Growth Explore the Banking Case Study

MANTL provides marketers with real-time account-opening analytics across digital and branch channels. You can see which audiences and campaigns start applications, where they abandon, how many are approved, and how many become funded accounts. Funnel, channel, and product dashboards connect media, offers, and experiences to outcomes like funded accounts, balances, and product mix—so you can defend budget, launch targeted plays, and collaborate with retail, commercial, and operations teams on measurable growth.

Key Analytics MANTL Puts in Marketers’ Hands

End-to-End Funnel Visibility — Track every step from visit → started app → submitted → approved → funded, with drop-off and conversion rates for each stage.
Campaign & Channel Attribution — See which campaigns, offers, and channels drive applications and funded accounts, not just clicks or pageviews.
Product & Segment Performance — Understand performance by product (checking, savings, CDs, business accounts), customer segment, and geography.
Branch + Digital Insights — Compare digital account opening with branch-assisted journeys; identify where branch, contact center, and digital complement one another.
Offer & Experience Testing — Run A/B tests on headlines, forms, and offers; quantify how UX changes impact completion rate and funded accounts.
Operational & Compliance Signals — Monitor how KYC, fraud checks, and documentation steps influence abandonment and time-to-approval so you can collaborate with operations.

How MANTL Analytics Helps Bank Marketers Prove and Improve ROI

MANTL turns account-opening data into a closed-loop performance system. Use this sequence to align marketing, digital, and retail teams around funded-account growth instead of vanity metrics.

Connect → Instrument → Diagnose → Optimize → Deepen → Govern

  • Connect marketing and account-opening data: Tie paid, owned, and partner traffic into MANTL so campaigns and UTMs flow all the way to applications and funded accounts.
  • Instrument the funnel: Define key funnel stages (visit, start, submit, approve, fund) with clear events and KPIs; ensure marketers can segment by campaign, channel, product, and audience.
  • Diagnose friction and drop-off: Use MANTL’s abandon and error analytics to spot bottlenecks in identity verification, document upload, funding, or disclosures.
  • Optimize acquisition and experience: Test new offers, landing pages, and flows; measure impact on applications, approvals, and funded accounts—not just clicks or CTR.
  • Deepen relationships after funding: Use analytics to identify high-value cohorts for onboarding and cross-sell programs (e.g., direct deposit, debit activation, savings add-ons).
  • Govern growth performance: Create a regular reporting rhythm where marketing, product, and retail review MANTL dashboards to reallocate budget and refine journeys.

MANTL Analytics Capability Maturity Matrix

Capability From (Ad Hoc) To (Operationalized) Primary Owner Primary KPI
Funnel Reporting Isolated web analytics; no view of completion or funding Unified funnel from click to funded account with step-level conversion Marketing Analytics Visit→Funded Conversion Rate
Campaign Attribution Last-click reports by channel Campaign-and-offer view to applications, approvals, and balances Demand Generation Funded Accounts per Campaign
Abandonment & UX Insights Anecdotal feedback on “clunky forms” Field-level and step-level drop-off insight for targeted optimizations Digital Experience Application Completion Rate
Product & Segment Analytics Limited visibility beyond product-level volumes Product and segment dashboards with mix, balances, and growth trends Product Marketing Funded Accounts & Balances by Segment
Branch + Digital Reporting Separate branch and digital reporting Side-by-side insights on where customers start and finish applications Retail Banking Funded Accounts by Channel
Executive Growth Dashboard Manual slide builds for committees Always-on dashboard with funnels, balances, and campaign performance RevOps/Finance Marketing-Sourced Funded Accounts & Balances

Client Snapshot: From Click to Funded Account with MANTL Analytics

A regional bank used MANTL analytics to uncover where qualified prospects abandoned digital account applications. By tightening the funnel, refocusing media on high-converting campaigns, and aligning marketing with operations on KYC steps, they increased completed applications and funded accounts without increasing total spend. To see how analytics-driven optimization works in practice, start with: Explore the Banking Case Study.

When you align MANTL analytics with a revenue marketing operating model, your team can build repeatable motions that tie campaigns and experiences directly to funded accounts, balances, and lifetime value.

Frequently Asked Questions about MANTL Analytics for Marketers

What analytics does MANTL provide for marketers?
MANTL gives marketers an end-to-end view of the account-opening journey—from traffic source and campaign through application, approval, and funding. You can report on funnel conversion, abandonment, channel and campaign performance, product mix, and key trends over time.
Can MANTL show which campaigns drive funded accounts?
Yes. MANTL links campaign and channel data to application and funding outcomes, so you can see which campaigns and offers generate the most funded accounts and balances, not just form starts or clicks.
How does MANTL help reduce application abandonment?
MANTL tracks where users drop out of the application flow—by step, device, and sometimes by field pattern. Marketers and digital teams can use this insight to adjust copy, simplify steps, improve messaging around KYC, and test alternative flows to raise completion rates.
What KPIs should marketers track in MANTL?
Typical KPIs include application start rate, completion rate, approval rate, funded-account conversion, time-to-funding, funded accounts by campaign and channel, product mix, and balances. Many banks also track cost per funded account and contribution to growth targets.
How do MANTL analytics work with our existing marketing stack?
MANTL analytics can complement your existing web analytics, ad platforms, CRM, and marketing automation by providing the account-opening and funding view those tools often lack. When integrated, marketing can manage audiences and journeys in one stack, and validate impact with MANTL’s funnel and funding metrics.
Who uses MANTL analytics beyond marketing?
Digital banking, product, retail, and executive teams use MANTL analytics to understand how changes in policies, KYC, UX, or branch staffing affect funded accounts and balances. When everyone looks at the same funnel and growth KPIs, it’s easier to prioritize improvements that move revenue.

Turn MANTL Analytics into Measurable Growth

Pair MANTL account-opening data with a clear revenue marketing framework. We’ll help you translate analytics into funded-account targets, test plans, and executive-ready reporting that keeps budgets protected and focused on what works.

Get your growth audit Learn About FI-AI Agent
Explore More
Revenue Marketing Transformation (RM6™) Revenue Marketing Index Customer Journey Map (The Loop™)

Get in touch with a revenue marketing expert.

Contact us or schedule time with a consultant to explore partnering with The Pedowitz Group.

Send Us an Email

Schedule a Call

The Pedowitz Group
Linkedin Youtube
  • Solutions

  • Marketing Consulting
  • Technology Consulting
  • Creative Services
  • Marketing as a Service
  • Resources

  • Revenue Marketing Assessment
  • Marketing Technology Benchmark
  • The Big Squeeze eBook
  • CMO Insights
  • Blog
  • About TPG

  • Contact Us
  • Terms
  • Privacy Policy
  • Education Terms
  • Do Not Sell My Info
  • Code of Conduct
  • MSA
© 2025. The Pedowitz Group LLC., all rights reserved.
Revenue Marketer® is a registered trademark of The Pedowitz Group.