Drive better compliance through customer scoring.
Regulatory compliance is essential for business success. Clustdoc leverages customer scoring to integrate best practices seamlessly into your workflows.
Regulatory compliance is essential for business success. Clustdoc leverages customer scoring to integrate best practices seamlessly into your workflows.
SCORING & DECISION LOGIC
If your team is spending too many hours reviewing documents, cross-referencing data, and trying to maintain consistency across hundreds of customer profiles, we have a solution.
Using Clustdoc, you can leverage custom scoring models that automatically analyze customer data at every touchpoint, creating consistent, accurate assessments that scale with your customer onboarding flows.
Simply define your scoring parameters once, and watch our system handle the rest: once a client fills in their data through our secure platform, our scoring models instantly evaluate each profile against your business rules.
CUSTOMER INTELLIGENCE
We know how matching business rules with customer records is time-consuming. You're never sure if you've missed something critical that could impact your customer scoring.
Clustdoc's dashboard gives you real-time insights about your customer records with all the customer data you need for data-driven decisions.
Access complete customer profiles instantly, get accurate customer scores that support your business needs and help you manage your customer base effectively.
TEAM ALIGNMENT
Managing customers across multiple systems slows down decision-making and creates inconsistencies, because important details get lost between different tools and team members.
Clustdoc customer scoring system provides comprehensive customer insights. Your team manages customer requests accurately and anticipates needs, enhancing compliance and driving business growth.
Compliance teams and stakeholders can collaborate directly from customer onboarding pages that integrate customer scores, internal tasks, and team communication in one place.
Before you start, here are some answers to most frequently asked questions.
You can configure your scoring models within minutes.
Our intuitive interface lets you define scoring criteria, set risk thresholds, and weight different factors without any coding.
Once configured, your customer scoring system immediately processes new customer data captured through your Clustdoc onboarding flows.
Absolutely.
Clustdoc's customer scoring is built for regulatory compliance across different industries.
You can create a scoring model for various client onboarding workflows.
You can assign different weights to specific form fields, score based on document upload completion, or evaluate how clients interact with your onboarding process.
Each scoring model adapts to your unique compliance requirements, whether that's scoring based on jurisdiction selection, business type responses, or completion of specific onboarding steps, while maintaining consistency across your customer base.
Every customer scoring decision, team discussion, and data modification is automatically logged with complete traceability.
The audit trail captures who made what decision, when changes occurred, and all internal team conversations related to specific clients.
This creates an unbreakable chain of evidence for regulatory reviews.
Yes, granular role-based permissions ensure the right people see the right information.
Compliance officers can view all customer scores and modify scoring models, risk managers can approve high-risk cases, while operational staff might only see scores relevant to their own client onboarding flows.
You can restrict access to sensitive customer data and ensure data security while enabling effective collaboration across your customer base management.
93% of users would recommend Clustdoc to a peer. No Credit card required
