Customer onboarding is a critical moment for banks. Long waits for documents such as disclosures, agreements, and account information risk losing customers at the very first step.
Documents needed for account opening and customer onboarding were slow to generate and difficult to file consistently. Staff often switched between systems, chasing missing files or manually compiling packs. Customers were left waiting, and onboarding times grew longer.
Lasernet and Autoform DM integrated with core banking systems to generate, file, and deliver onboarding documents instantly. Templates were standardised, ensuring every pack was complete and compliant, while automation eliminated manual steps in both branch and digital journeys.
By automating onboarding documents, banks created a faster, smoother customer journey that helped win and retain new clients.
Want to see what Lasernet can do for you? Fill out the form below to learn more or book a demo. Additionally, you can explore our retail banking solution page or find out more about this use case in a real-world customer environment through our Metro Bank case study.