What self-service features does MANTL enable?

MANTL enables a frictionless, self-service account opening experience that lets customers start, complete, and fund applications on their own—online, on mobile, or with light assistance in the branch or call center. Applicants get guided digital forms, real-time identity checks, document upload, funding and e-sign, plus status updates and next-best-product prompts. Your teams get a single console to monitor, nudge, and approve applications, with automated decisioning and audit-ready data flowing back to the core.

Core Self-Service Features in MANTL

Digital account opening from any device — Customers and members can start an application on web or mobile, complete it in one sitting or return later, and open multiple account types in a single experience.

Guided, dynamic forms — Smart logic hides irrelevant questions, pre-fills known data, and adapts to consumer vs. business flows so applicants only see what’s required of them.

Real-time identity verification & KYC — Automated checks validate identity, run KYC/AML rules, and route higher-risk cases for review, reducing manual work without sacrificing control.

Self-service document upload & e-sign — Applicants securely upload supporting documents, sign disclosures, and complete agreements digitally, eliminating paper and back-and-forth email.

Instant funding and account activation — Customers can fund accounts at the time of booking and activate key services—such as debit cards, alerts, and digital wallet—without staff intervention.

Omnichannel continuity — If a customer needs help, branch staff or the call center can pick up the same application, assist, and hand control back—without re-entering data or restarting the process.

How MANTL Powers Self-Service for Applicants and Teams

Think of MANTL as a self-service front door for every deposit and loan product. Customers choose their product, complete an application, verify identity, sign, fund, and receive next steps—while your teams configure rules, monitor queues, and manage exceptions.

Discover → Apply → Verify → Fund → Activate → Expand

Discover: Prospects land on a branded digital “front door” that surfaces the right products and clearly explains eligibility, documents, and time-to-open.
Apply: They choose a product or bundle, answer guided questions, and see progress indicators and real-time validation to reduce confusion and drop-off.
Verify: MANTL runs identity, KYC/AML, and fraud checks in the background, auto-decisioning most applications and flagging only edge cases for review.
Fund: Approved applicants fund their new accounts instantly through supported payment rails, with clear confirmation of funding and next steps.
Activate: Customers can enable digital banking, set alerts, add cards to wallets, and enroll in autopay or savings goals—all without waiting on a banker.
Expand: Once onboarded, contextual prompts and cross-sell offers encourage additional accounts, add-ons, or lending products based on profile and behavior.

MANTL Self-Service Experience Maturity Matrix

Capability	From (Manual & Fragmented)	To (Self-Service with MANTL)	Owner	Primary KPI
Account Opening Experience	Paper forms, email exchanges, in-branch only	Fully digital, self-service applications across web, mobile, branch, and call center	Digital Banking	Completion Rate, Time to Open
Identity & Risk Checks	Manual review of IDs and checklists	Automated ID, KYC/AML, and fraud checks with clear self-service steps for exceptions	Risk/Compliance	Auto-Decision %, Fraud Loss
Funding & Activation	Delayed funding, separate calls or visits	Immediate, self-service funding and activation at the end of the application	Operations	Funded-at-Booking %, Time to First Use
Business Account Opening	Weeks of back-and-forth, multiple touchpoints	Streamlined business flows, checklists, and document collection in a single digital journey	Commercial / Business Banking	Business Account Open Time, Relationship Depth
Cross-Sell & Product Bundles	One-off emails after onboarding	On-journey recommendations and multi-account opening from one application	Marketing / Product	Products per Customer, Deposit Growth
Analytics & Optimization	Channel-based click reports	Funnel analytics from visit to funded account, broken down by product and segment	Analytics / RevOps	Conversion %, CPA(Funded)

Client Snapshot: Turning Traffic into Self-Service Growth

A regional bank combined MANTL’s self-service account opening with governed revenue marketing plays. By tightening targeting, simplifying applications, and enabling instant funding, they lifted funded-account conversion and accelerated deposit growth—without adding headcount. See what’s possible in our banking case study and explore how a revenue marketing engine supports modern onboarding.

To fully unlock MANTL’s self-service potential, you’ll still need clear journeys, channel governance, and revenue marketing operations. That’s where Pedowitz Group helps: designing plays that connect traffic → application → funded account → relationship expansion.

Frequently Asked Questions about MANTL Self-Service Features

What makes MANTL a self-service experience?

MANTL lets customers and members complete the entire account opening journey digitally—selecting products, submitting applications, verifying identity, funding accounts, and activating services—without relying on branch visits or manual back-and-forth communications.

Can MANTL support both consumers and businesses?

Yes. MANTL supports consumer and business deposit and loan products, with tailored questions, document requirements, and checklists so each audience sees a streamlined, relevant flow that still satisfies compliance requirements.

How does MANTL reduce manual work for staff?

Automated decisioning, integrated KYC/AML and fraud checks, and a unified console for applications drastically cut time spent on data re-entry and routine reviews. Staff focus on high-value exceptions, complex relationships, and advisory conversations instead of paperwork.

What happens if a customer starts online but needs help?

Because MANTL is omnichannel, a banker or call center agent can pick up an in-progress application, help the customer get unstuck, and then hand control back—without starting over. That preserves a self-service feel while providing human support when needed.

How does MANTL impact conversion and funded accounts?

By simplifying applications, automating checks, and enabling instant funding and activation, MANTL reduces drop-off and speeds time to value. Institutions typically see higher completion rates, more accounts funded at booking, and more opportunities to bundle products per relationship.

Where does revenue marketing fit with MANTL?

MANTL controls the self-service experience; revenue marketing makes sure the right audiences arrive and progress through it. You still need campaigns, journeys, and SLAs that move prospects from first signal to funded account and into cross-sell plays, with attribution tied to revenue.

Connect MANTL Self-Service to Revenue Growth

Pair MANTL’s digital account opening with a governed revenue marketing engine. We’ll help you design journeys and analytics that tie every self-service application to funded accounts, balances, and lifetime value.

Explore the Banking Case Study Learn About FI-AI Agent

Explore More

Revenue Marketing for Financial Services Revenue Marketing Transformation (RM6™) Customer Journey Map (The Loop™)

What Self-Service Features Does MANTL Enable?

Core Self-Service Features in MANTL

How MANTL Powers Self-Service for Applicants and Teams

Discover → Apply → Verify → Fund → Activate → Expand

MANTL Self-Service Experience Maturity Matrix

Client Snapshot: Turning Traffic into Self-Service Growth

Frequently Asked Questions about MANTL Self-Service Features

Connect MANTL Self-Service to Revenue Growth

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