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Integrations Mambu

Integration · Banking

Mambu + Finn.

Mambu integration with Finn. Mambu provides core banking records for customers, loan and deposit accounts, transactions, and the general ledger.

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The work behind the connection

What you can do with Mambu.

Mambu provides core banking records for customers, loan and deposit accounts, transactions, and the general ledger.

Complete a new customer's onboarding record

Finn collects the customer's required information and completes the Mambu record after the bank's identity and onboarding decisions.

Typically handled byBank onboarding administrator

Starts when

A customer begins the bank's accepted onboarding process.

What Finn handles

  1. Collect the requested customer details and documents through the bank's designated customer channel.
  2. Check the submission for missing fields and request the specific outstanding items.
  3. Send the completed evidence through the bank's identity and eligibility process and read the recorded decision.
  4. Create or update the accepted Mambu client record and send the customer the bank's confirmed next steps.

The result

The customer has a complete onboarding record tied to the bank's decision and a clear confirmation.

Open an accepted deposit account

Finn carries an accepted deposit-account request through its administrative setup and delivers the account information to the verified customer.

Typically handled byDeposit operations administrator

Starts when

The bank approves a verified customer's request for a particular deposit product.

What Finn handles

  1. Read the accepted customer, product, ownership, and account-opening terms.
  2. Create the Mambu deposit account using the bank's accepted configuration and follow its resulting state.
  3. Complete the account-opening checklist and collect any remaining administrative document required by the bank.
  4. Send the verified customer the account details and the bank's funding instructions, recording the completed setup.

The result

The accepted deposit account is created and its administrative opening record and customer confirmation are complete.

Answer an account activity question

Finn reads the customer's account facts and completes the service conversation with a clear explanation and outcome.

Typically handled byBank customer service specialist

Starts when

A verified customer asks about a balance or recorded account transaction.

What Finn handles

  1. Complete the bank's customer-verification flow and identify the account and questioned date or transaction.
  2. Read the Mambu balances and transaction records, distinguishing available information from a payment still under investigation.
  3. Explain the recorded activity and obtain the transaction operations owner's decision if a discrepancy needs correction.
  4. Send the confirmed answer through the bank's customer channel and update the connected service case.

The result

The customer receives an account-specific answer and the case records the facts and any bank-authorized resolution.

Correct customer contact information

Finn completes an accepted customer-profile correction and confirms the updated record through the bank's verification process.

Typically handled byCustomer records administrator

Starts when

A customer requests a correction to contact or address information.

What Finn handles

  1. Verify the customer through the bank's established process and collect the exact requested change.
  2. Obtain the bank's required evidence and decision for any field that affects identity or account security.
  3. Update the accepted information on the Mambu client record and check the resulting values.
  4. Send the confirmation through the bank's designated channel and record the completed change in the customer case.

The result

The accepted profile correction is recorded with its verification and customer confirmation.

Deliver an account document

Finn retrieves the requested loan document and completes its secure delivery to the verified customer.

Typically handled byLoan servicing administrator

Starts when

A borrower requests an available statement, schedule document, or account confirmation.

What Finn handles

  1. Verify the borrower and identify the exact loan and requested document or period.
  2. Retrieve the document from the account's existing Mambu document template or stored account record.
  3. Check the document's account, date, and recipient before filing its delivery reference in the service record.
  4. Send the document through the bank's designated customer channel and close the document request.

The result

The borrower receives the requested account document and its delivery is recorded.

Explain the recorded repayment schedule

Finn answers a borrower's repayment question using the loan's current schedule and completes the associated service request.

Typically handled byLoan customer service specialist

Starts when

A verified borrower asks about a due date, installment, or remaining scheduled payment.

What Finn handles

  1. Read the Mambu loan account, current schedule, and the payment records relevant to the question.
  2. Explain the recorded due dates and amounts, separating current terms from any requested future change.
  3. If the borrower requests different terms, collect the request for the bank's credit or servicing decision without inventing eligibility.
  4. Send the confirmed answer or recorded decision and update the customer service case.

The result

The borrower receives an explanation based on the current loan record and a documented disposition of any change request.

Trace an unresolved payment inquiry

Finn assembles the transaction evidence, follows the payment operations investigation, and communicates the recorded resolution.

Typically handled byBank payment operations coordinator

Starts when

A customer reports that a payment appears missing, duplicated, or applied unexpectedly.

What Finn handles

  1. Verify the customer and collect the payment reference, amount, date, and affected account.
  2. Compare the Mambu transaction record with the bank's connected payment operations record.
  3. Submit the evidence to the payment owner, follow its investigation, and record any authorized correction after that owner completes it.
  4. Tell the customer the confirmed result and update the case with the transaction references and resolution.

The result

The payment inquiry has a documented investigation and customer response tied to the bank's actual resolution.

Apply accepted loan servicing terms

Finn completes the administrative account changes after the bank and borrower accept revised loan-servicing terms.

Typically handled byLoan servicing administrator

Starts when

The bank records an accepted payment-date or repayment-schedule change.

What Finn handles

  1. Read the authorized servicing decision and the borrower's accepted terms, including the exact effective date.
  2. Compare the decision with the existing Mambu loan and schedule.
  3. Apply the specific accepted due-date or schedule change and inspect the resulting account schedule.
  4. Send the borrower the bank's updated schedule through its customer channel and file the decision and change result.

The result

The loan record reflects the accepted servicing terms and the borrower receives the updated schedule.

Complete the daily account reconciliation

Finn compares the bank's designated account and ledger records and finishes the reconciliation report and exception follow-through.

Typically handled byBank reconciliation analyst

Starts when

The bank's daily reconciliation period closes.

What Finn handles

  1. Read the agreed account scope and collect Mambu transaction and general-ledger entries for the period.
  2. Compare them with the designated settlement or source-system records using the bank's reconciliation definitions.
  3. Document unmatched items and obtain the finance owner's disposition, recording corrections performed through the bank's posting process.
  4. Publish the completed reconciliation with matched totals, resolved items, and the named owners of remaining exceptions.

The result

The reconciliation period has a completed report and accountable outcomes for its exceptions.

Finish a recurring borrower document request

Finn collects the documents the bank requires for an existing loan and completes the servicing checklist.

Typically handled byLoan administration coordinator

Starts when

A recurring borrower-information requirement becomes due.

What Finn handles

  1. Read the loan's recorded document requirement, due date, and the bank's customer-contact instructions.
  2. Send the borrower a focused request and follow up on the specific missing items.
  3. File received documents against the correct customer and loan, then obtain the bank reviewer's recorded acceptance or correction request.
  4. Complete the document checklist and confirm receipt to the borrower without making a credit or covenant decision.

The result

The servicing requirement has a complete document record and the bank reviewer's recorded disposition.

Connection setup

Set up the connection around your work.

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from Mambu.

Part of the work in your industry.

The Finn platform

Finn Agents

Help customers. Work with your team. Finish the job.

Explore Agents

Finn Systems

Business apps for the work behind the conversation.

Explore Systems

Finn AI Gateway

Control connected AI apps, models, access, and spending.

Explore AI Gateway

Meet Finn

Put your Mambu integration to work.

Tell us which records, actions, and teams the connection needs to support.

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