Onboarding is completed. Awesome!

A smarter client management solution.

Financial services collect, review, and process client information and documents using Clust 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. Clust 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. Clust 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

Increase time to revenue

Collect client data from a centralized place to ensure speed and better conversions from your leads and customers. Remove the risk and the costs induced by errors and friction arising from manual processes and help your team stay in control.

Innovate with a click

Clust is a beautifully simple onboarding software for financial services. Register today for a free Clust account and be ready and set up by tomorrow.

Sumeet

Shared on June 2020

We're quite happy since using it and even our Clients too loving Clustdoc. The client onboarding is quite simple and easy. Plus they're providing the Digital Signature feature as well.

Parag

Shared on June 2020

Clust is one of the best investment I have made. This document service has a long term value given the global remote working trend and it's a huge time saver & productivity tool.

Leonardo

Shared on September 2019

Clust is a essential tool for anyone that want to improve any kind of process. We use it mainly for onboarding and to automate this process. If you have a business, you need this!

Flexible. Secure. Professional.

Accelerate your digital transformation with a trusted technology partner.