Appointment with the doctor was successful. Move to next!
A smarter client management solution.
Financial services collect, review, and process client information and documents using Clustdoc secure onboarding platform.
Hundreds of financial services trust us
Seamless KYC onboarding for financial services
Our compliant and automated onboarding software helps you welcome new clients and manage returning ones with ease.
Branded client portal
Collect the information you require from a branded, password protected portal.
Agent mobile application
Help your team always stay on top of your applications with a free smartphone app.
Document approval/rejection
Review, approve or request edits to documents you collect to make sure they meet all requirements.
Data protection & control
Protect your customers' data with built-in security features and GDPR compliance for your business.
Provide a better customer journey
Onboard clients or partners via a mobile-friendly, branded portal that you can fully integrate with your company's CRM system. Clustdoc is designed to transform your clients' experience by providing a 5-star digital process from onboarding to customer management.
Automate your internal procedures
Make your operations more efficient with smart and automated workflows. Clustdoc eliminates the need for repeated followups with clients to get the information you need. Stay compliant with a streamlined way for your team to process information, documents, and contracts from clients.
- Customizable KYC Onboarding checklists
- Activity tracking and detailed audit trails
- Documents and information verification
