Case Study: Metro Credit Union achieves faster, more seamless member onboarding with DocuSign

Metro Credit Union Turns Digital Efficiency Into a Competitive Edge with the Docusign IAM platform

Metro Credit Union, the largest state-chartered credit union in Massachusetts, wanted to remove friction from member banking experiences and stand out in a crowded market. Its indirect auto lending and autopay setup process was already digital on the front end with Docusign PowerForms, but staff still had to manually re-enter data into its core banking system, slowing growth and creating extra work.

To solve this, Metro Credit Union used the Docusign IAM platform, including Maestro and Glyue, to automate data flow between systems without coding. With Docusign, autopay details now move directly into the core banking system, cutting manual effort from 50 hours a month to five, improving operating efficiency by 75% within four weeks, and creating a faster, more seamless onboarding experience for members.

Metro Credit Union

Traci Michel

Chief Operating Officer & Chief Strategy Officer