France
Financial Consulting
1-10
Sport In Finance : empowering entrepreneurs and enterprises for success
Sport In Finance, a French company, is dedicated to helping entrepreneurs and businesses bring their projects to life. Every year, countless professionals take the leap into entrepreneurship, and Sport In Finance plays an essential role in securing the funding and grants they need to succeed.
The company’s expertise caters to a wide range of clients, from large corporations to small businesses and individuals, across international markets.
As Sport In Finance grew, Fabrice Tros, Founder and Director of the company needed to find an all-in-one tool that would provide his teams with a digital, innovative platform to help entrepreneurs get started with their onboarding as quickly as possible.
What changed with Clustdoc?
The need for a secure and user-friendly client onboarding tool
Fabrice and his team’s priority was to align their funding application process with the client experience.
So when the team started looking for a complete onboarding solution, they had 3 key requirements:
– Increasing team operational efficiency
– Working in a compliant way with entrepreneurs
– Delivering a better client experience
Before implementing Clustdoc, the Sport In Finance team struggled to collect and organize information and documents from entrepreneurs. They relied on a bunch of tools which wouln’t give them full visibility over the entire onboarding process, creating friction with clients.
Additionally, the document approval process was delayed due to a lack of collaboration among team members.
It was crucial for the company to implement a centralized process that would enable tracking applications progress, and collaborating in one place to streamline document verification.
“ Previously, we used a basic CRM to manage client data, but it was far less comprehensive than Clustdoc. This solution streamlines data management and team interactions since everyone can quickly access key information at the right time. ”
The client onboarding and verification software act as a secure document workflow management, allowing the team to focus on real-time interactions and better serve entrepreneurs.
What Patrick enjoys the most is the approval workflow feature that helps the team perform rigorous document checks in a systematic way, ensuring their onboarding process remains 100% compliant.
“ Clustdoc allows me to easily invite team members into the administration console, where I can assign specific roles and permissions regarding applications management. This helps me better track team performance. ”
All team members benefit from a collaborative platform where they can perform any onboarding task. Patrick can track every entrepreneur submission in real-time, empowering the company’s strategic decision-making.
100%
of applications and interactions are centralized
Zero
error during the document verification process
x2
in productivity since switching to Clustdoc
Effortless external collaboration thanks to Clustdoc
Collaboration has been the biggest benefit for Fabrice as he can involve various third-parties at certain stages of the onboarding process in a structured way – without relying on emails.
“ The ability to securely invite external partners to collaborate on an application and submit documents without needing to involve the entrepreneurs is a real game-changer for us. ”
Fabrice and his team now rely on a robust and flexible tool to streamline administrative tasks required as part of their onboarding process.
“ We highly recommend Clustdoc, not only for its product capabilities, but also because it’s a real pleasure to see the solution evolve and improve every day. ”
How WILCO divided onboarding processing times by 2 using Clustdoc.
monservicePRO saves 5 days per month on managing loan applications.
Valorys Signature works more efficiently remotely while protecting its business.
