Case Study: Metro Bank cuts customer onboarding to 15 minutes with Formpipe's Autoform DM and Lasernet

Metro Bank uses the Formpipe product suite to deliver on Customer Services promise

Metro Bank, a UK-based retail and commercial bank, sought to revolutionize its customer onboarding process. Their challenge was to eliminate the traditionally slow, paper-driven account opening that was plagued by delays, which hindered their ability to provide the fast, relationship-focused service they promised. To achieve this, they partnered with Formpipe and implemented its Autoform DM and Lasernet solutions.

The solution integrated seamlessly with Metro Bank's Temenos Transact core banking system, creating a streamlined, digital process. Formpipe's technology automated the capture of customer signatures, photographs, and documents, linking them directly to a single customer view. This enabled Metro Bank to open new in-store customer accounts in just 15 minutes, a critical factor in attracting thousands of new customers. The implementation was swift and reproducible, allowing for easy scaling to new locations and empowering any staff member to instantly resolve customer queries by accessing all linked documents.

Metro Bank

David Gould

Metro Bank