Reduce compliance risk with a KYC software.

We make it easy for people to get started with your services through simple KYC software solutions. Run compliant customer onboarding workflows with our KYC software, it’s fast, slick and secure.

Clustdoc KYC onboarding software

Teams in 40+ countries reinvented the way they onboard new clients.

1

Document shared processes

Document customer-facing onboarding processes and save them on a single platform.

3

Review client submissions

Have your team process submissions from a single, secure platform built for professional teams.

2

Onboard new customers

Run digital client onboarding workflow based on your services.

4

Optimize your workflows

Maintain and update your process workflows and scale your business to the world - with the peace of mind.

Seamless KYC onboarding for financial services.

Our compliant and automated KYC software solutions help you welcome new clients and manage returning ones with ease.

SECURE KYC ONBOARDING SOFTWARE

Slash your customer KYC onboarding time.

Ensure that your team collects compliance documents or information in a timely manner during the customer onboarding process to prevent the risk of losing business due to confusion or delays.

Our AML KYC software enables teams to transition smoothly from traditional paper-based or manual methods of customer onboarding to a digital onboarding system that drives conversion.

Leverage a range of digital tools and features, such as electronic signature , online document submission, automated checks, identity verification, and mobile optimization, to streamline your client journey and accelerate completion.

Onboarding process
KYC onboarding process
COMPLIANCE-FRIENDLY FEATURES

Meet compliance requirements at scale.

These days, businesses are under increasing pressure to meet regulatory requirements and compliance standards, which can make the onboarding process a bit of a headache.

We've got robust built-in KYC features that make meeting compliance standards more actionable.

DATA CAPTURE AND MANAGEMENT

Risk-proof your operations with flawless data.

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.

Better control your clients and your business with an Advanced Dashboard provided by Clustdoc.
Onboarding Portal
BRANDED PORTAL

Impress new customers & decrease time to revenue.

Our guided client onboarding plan helps to transform and structure the intake process, ensuring that clients have a clear understanding of the onboarding journey and what's required of them.

Our mobile-friendly KYC software solutions provide you with white-label capabilities that will help you create a customer-centric onboarding experience that builds trust and confidence, ultimately driving conversion rates and improving customer satisfaction.

How OpenEden builds trust with crypto investors.

Discover how OpenEden partnered with Clustdoc KYC Onboarding Software to provide a smooth onboarding experience while reducing the risk of fraud and optimizing team efficiency.

Shelby Erectors testimonial
OpenEden Testimonial

A dedicated software for KYC Onboarding

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.

Brian OpenEden

Our onboarding processing time has been divided by 2 with Clustdoc. We used to have some clients where it would take three months to onboard. Now we’re probably down to six weeks for those bigger companies.

a woman with dark hair smiling
Fareeha Benefit Resource

The ease of implementation and ability to connect Clustdoc with our existing tools makes work much easier. With Clustdoc we’re confident to close a startup application within a week versus 3 weeks previously.

Arnaud Pelloquin WILCO
Arnaud WILCO

We use Clustdoc to build different processes and different approval workflows for the different departments. It keeps the process very transparent amongst departments.

Cassandra Seppings - PayNearMe
Cassandra PayNearMe

KYC software solutions for the new compliance team.

Grow your business with a tool built to help you sign faster, close deals and help your team work smarter.