Client Stories

Thousands of international firms trust Clustdoc to streamline, 

centralize and secure their client and admin onboarding 

processes. Discover their stories.

PayNearMe testimonial

PayNearMe builds custom merchant onboarding experiences in a compliant way.

Cassandra Seppings - PayNearMe

Payment Service Provider, USA

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How PayNearMe transforms merchant onboarding into a seamless experience with Clustdoc.

Discover how PayNearMe works with Clustdoc to scale its merchant onboarding and drive more conversions.

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How Stisi Group improves client experience and team performance.

Mortgage Brokerage, UK

Stisi Group onboards borrowers with Clustdoc

Looking for a self-serve loan application system to help new borrowers apply faster?

Stisi Group uses Clustdoc on daily basis to streamline the loan origination process.

Verspieren Group testimonial

How Verspieren Group scales its insurance services.

a man wearing glasses and a suit

Insurance, France

a close-up of a logo

How Verspieren Group provides premium insurance services with Clustdoc

Discover how Verspieren Group works with Clustdoc Client Onboarding software to automate the delivery of insurance services, saving 8 hours per month.

Benefit Resource testimonial

Benefit Resource's secret to cutting client onboarding time by 50%.

a woman with dark hair smiling

Insurance, USA

a blue and black logo

How Benefit Resource delivers world-class customer onboarding experiences

Looking for an easy, effective way to manage enrollment applications?

Benefit Resource, a leading benefits provider, uses Clustdoc to scale their client onboarding process and deliver standout customer experiences.

How OpenEden builds efficient customer onboarding experience.

Financial Services, Singapore

How OpenEden builds efficient KYC onboarding experiences with Clustdoc.

Discover how OpenEden delivers a smooth customer experience while reducing the risk of fraud and optimizing their internal team productivity.

Explore featured clients

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Autax l Accounting

Learn how Tax firms use Clustdoc to engage new accounting clients.

RapidPay testimonial

RapidPay l Financial Services

Learn how RapidPay delivers outstanding customer experiences.

WILCO testimonial

WILCO l Financial Services

How WILCO divided onboarding processing times by 2 using Clustdoc.

Votre Avocat Virtuel Testimonial

Votre Avocat Virtuel.com l Legal Practice

How Votre Avocat virtuel onboards expats with Clustdoc.

Atlas Lane Testimonial

Atlas Lane l Real Estate

How Atlas Lane masters property onboarding using Clustdoc.

MagCast testimonial

Magcast l Marketing Agency

How Magcast implemented a client onboarding process that scales.

testimonial

Specialist Care Team l Homecare

How Specialist Care Team built engaging employee onboarding experiences.

Duisburg Essen University testimonial

Duisburg Essen University l Education Services

How Duisburg Essen Uni helps more students thrive globally each year.

Shelby Erectors Testimonial

Shelby Erectors l Construction

How Shelby Erectors aligned HR operations using Clustdoc.

A.F.P Courtage Testimonial

A.F.P Courtage l Brokers

A.F.P gains in productivity and simplifies customer files collection using Clustdoc.

Sport In Finance I Financial Consulting

Sport In Finance speeds up and streamlines grant applications with Clustdoc.

Valorys Signature l Management Consulting

Valorys Signature works more efficiently remotely while protecting its business.

Hôpitaux Iris Sud l Healthcare

HIS has rolled out an employee onboarding process that’s 2x faster.

ANAF testimonial

ANAF l Education Services

How ANAF streamlines admission applications for faster processing.

Immo Balcaen testimonial

Immo Balcaen l Real Estate

How ImmoBalcaen scales its tenant onboarding experience with Clustdoc.

Pierres Passion Immobilier

Pierres Passion Immobilier l Real Estate

Pierres Passion Immobilier streamlines the tenant verification process.

monservicePRO testimonial

monservicePRO l Insurance services

monservicePRO saves 5 days per month on managing loan applications.

Your new client-facing CRM system.

93% of users would recommend Clustdoc to a peer. No Credit card required