Digital onboarding platform for financial services.
Clustdoc helps financial services digitalize front, middle- and back-office tasks to provide fast, efficient and compliant customer service.
Clustdoc helps financial services digitalize front, middle- and back-office tasks to provide fast, efficient and compliant customer service.
Our compliant and automated digital onboarding solutions help you welcome new clients and manage returning ones with ease.
Provide your business teams with an intuitive tool to independently implement end-to-end onboarding workflows.
Clustdoc requires no development or significant IT resources. Get started the very same day.
Clustdoc centralizes all your client processes in one place, ready to be deployed based on the services you offer.
Quickly test the adoption of your new services with a secure, white-labeled platform.
No more juggling between spreadsheets, searching emails attachments or sorting through endless forms. Clustdoc transforms digital onboarding for financial services into a simple, organized process—all in one platform.
Our intuitive digital onboarding solution bring all client onboarding and internal steps under one roof - simplifying everything from document collection to signed agreements and internal approvals.
Plus, our client management dashboard allows you to track progress, approve files, and communicate with clients seamlessly.
With Clustdoc, you can create a polished, branded digital onboarding experience that showcases your professionalism and commitment to quality from the very start.
Invite your contacts to join and start your flows or provide them with a self-serve client onboarding portal on your website.
Engage more meaningfully with clients and deliver an outstanding experience.
Our smart reminders allow to streamline digital onboarding for financial services, so you’re always one step ahead without lifting a finger.
Clients upload what’s needed, when it’s needed, with reminders and updates managed automatically. Now, you can keep things on track and stay focused on what really matters—building great client relationships.
With Clustdoc, compliance isn’t just easy; it’s built right into the flow. Gather e-signatures, verify IDs, and track each step all at once - during the digital onboarding process.
With features like activity tracking, detailed audit trails, and consent capture, you can ensure compliance while keeping the process transparent and efficient.
Find below all the features used by our clients to transform client operations in no time.
Discover what other companies say about our client onboarding software.
With Clustdoc we can do the whole onboarding flow – and as we can instantaneously notify customers about missing or non-compliant documents, it helps us speed up the whole onboarding process.
