MetroBank Transforms Tech
Landscape with Creatio,
Uniting Systems for Accelerated Digital Evolution

MetroBank, a leading financial institution in Panama with over 25 years of experience, undertook an ambitious digital transformation to modernize its operations and enhance customer service. The bank, offering a comprehensive suite of services that includes Private Banking, Corporate Banking, Consumer Banking, and Digital Banking, faced challenges with its existing technology infrastructure, which had become a patchwork of disconnected platforms and complex processes over time. Recognizing the need for a holistic solution, MetroBank turned to Creatio's no-code platform to consolidate its tech stack and streamline operations.

Challenges

Multiple disconnected platforms addressing different business and operational areas
Time-consuming process documentation and definition
Slow time-to-market for new solutions
Lack of centralized platform to consolidate processes from start to finish

Key Deliverables

Centralized Solution: Ease of integration with other platforms through no-code, APIs, and connectors allowing for a more cohesive tech ecosystem.
Enhanced Agility: Improved operational speed, allowing quick responses to changing market conditions and customer needs.
Accelerated Time-to-Market: Reduced development times compared to traditional approaches, enabling faster rollout of new products and services.
Positive User Adoption: Received excellent feedback from users across the organization due to user-friendliness.
Organizational Engagement: Increased interest in automation initiatives across multiple areas, fostering a culture of innovation.
Efficient Analytics: Leveraged native dashboard and indicator functionalities to eliminate the need for separate development, saving both time and resources.

Navigating a Complex Tech Landscape

Due to the complexity of its operations, MetroBank had to use multiple platforms to address different issues in specific business and operational areas. However, many of these platforms were separate and needed more integration for seamless data flow and process management. The lack of synergy between systems made gaining a holistic view of operations and customer interactions challenging, preventing the bank from responding quickly to market changes and customer needs.

Recognizing their needs, MetroBank sought a comprehensive solution to consolidate and centralize its processes to a single, flexible platform. They needed a system that could integrate their existing tools and provide agility to develop and deploy new applications quickly as business needs evolved. After evaluating several options, MetroBank turned to Creatio's no-code platform.

Embracing the Power of No-Code

0
2 Days Full Product Delivery

To validate Creatio's capabilities, MetroBank decided to conduct a proof of concept. They presented the Creatio team with a process that enclosed elements needed to assess the platform's functionality and integration capabilities. The results of this test were nothing short of impressive. In just two days, Creatio delivered a fully functional product that not only met the basic requirements but also successfully integrated with MetroBank's existing systems. This rapid turnaround and the platform's ability to seamlessly connect with their infrastructure provided the bank with the confidence they needed to move forward with Creatio as their chosen solution for digital transformation.

We found the no-code concept and its features intriguing. After setting up a simple proof of concept, we were surprised when, in just two days, they delivered a fully functional product that integrated with our systems. That gave us very positive feedback right from the start”

José M. Fossatti
Vice President of Technology
at MetroBank

The no-code aspect of Creatio's platform was particularly appealing to MetroBank. It promised to dramatically reduce the time and resources required for application development. This approach would allow MetroBank to accelerate their digital transformation initiatives and respond more quickly to changing market conditions and customer expectations.

A Comprehensive Approach to Transformation

0
Minimizing and automating processes from 300 to 80

MetroBank's implementation of Creatio represented a fundamental shift in how it approached its operations and technology strategy. One of the first and most impactful steps in the implementation process was consolidating processes. MetroBank streamlined its existing workflows, ultimately condensing approximately 300 processes into fewer than 80. This unification has simplified operations, eliminated redundancies, and optimized workflows for maximum efficiency.

The impact of the Creatio platform has been transformative. In just eight months, we reduced the number of processes on one of our platforms from over 300 to fewer than 80, receiving exceptional feedback from our teams. This wasn't merely a tech upgrade—it was a complete reimagining of how our team works.”

José M. Fossatti
Vice President of Technology
at MetroBank

The consolidation of processes and platforms resulted in markedly enhanced efficiency and productivity across the organization. By streamlining workflows and eliminating redundancies, MetroBank was able to optimize its operations, reducing manual interventions and minimizing errors. This improvement in operational efficiency translated into faster service delivery and increased customer satisfaction.

User-Friendliness That Accelerated System Adoption

The new system's impact went beyond operational improvements, and it sparked organizational change. Creatio's platform received overwhelmingly positive feedback from teams across the organization, with employees praising its intuitive interface and the opportunity to actively contribute to process enhancements. This strong reception led to the rapid adoption of the system and nurtured a culture of continuous improvement within the bank.

Furthermore, the implementation of Creatio's no-code platform transformed collaboration and reshaped problem-solving approaches within teams. This shift towards an agile, innovation-driven culture ignited widespread interest in automation initiatives across multiple areas. MetroBank's team, empowered by training in the no-code approach—through studying the No-Code Playbook and earning Creatio certifications—built a solid foundation that allowed them to gain the freedom to automate their processes and maximize the benefits of the AI-powered composable platform. This commitment not only equipped them with valuable skills but also enabled them to tackle challenges at an unprecedented speed.

One platform to automate end-to-end customer journey

Transforming Operations and Empowering Innovation

Significant improvements in MetroBank's operations were achieved, particularly in their ability to develop and deploy new solutions. The platform's agility dramatically reduced the time required to document and define processes, enabling MetroBank to respond swiftly to market demands and customer needs.

One of the key advantages of the no-code approach was its accessibility. Business users, who possessed deep knowledge of banking processes and customer requirements, could now directly contribute to application development. This democratization of the development process fostered collaboration between teams, leading to more relevant, user-centric solutions.

This newfound ability to rapidly develop and modify applications without coding accelerated the innovation cycle significantly. The bank could now bring new products and services to the market faster, adapt to changing regulations more efficiently, and respond to customer needs more effectively.

Connecting the Dots with The Power of Integration

Lastly, the most significant aspect of the transformation was the platform's flexibility and ease of integration. MetroBank successfully connected the new system with its existing infrastructure, allowing them to preserve their investments in legacy systems while establishing a solid foundation for future innovation. This integration capability ensured smooth data flow across the organization, delivering a unified view of operations and customer interactions.

Given the bank's growth in recent years and the introduction of new business lines and products, they finally have a way to consolidate the tools that support their internal users. Rather than navigating multiple platforms, they can now leverage a single source of truth - the Creatio no-code platform. As processes are migrated from various systems and integrated into Creatio, which connects seamlessly with core systems, internal users gain access to a comprehensive resource that supports all business and internal functions. This transformation not only enhances operational efficiency but also enables users to manage indicators, statistics, dashboards, and metrics in a standardized and cohesive manner.

Explore further one platform for workflows & CRM