Connect front, middle and back office systems, providing a single, connected client journey through all internal approval processes, ensuring fast, compliant onboarding from any front-end channel, including mobile, web, desktop and in-person.
Introduce your new customers to a fully guided digital onboarding experience that brings together team collaboration and client convenience.
With Clustdoc onboarding orchestration platform, eliminate manual errors and ensure compliance by automating key steps in client interactions.
Your clients can enjoy a seamless journey, while your team gains valuable time to focus on what matters the most.
Speed up your approval processes with automated, rule-based workflows that reduce administrative delays and risks.
From single approvals to complex multi-tier workflows, Clustdoc handles it all with precision. Automated reminders and notifications keep everyone aligned, ensuring nothing slips through the cracks, while your company’s policies and compliance standards remain intact.
Clustdoc process orchestration not only helps speed up transactions but also enhances customer lifetime value by providing a superior client onboarding experience - consistently.
Use built-in compliance features such as : approval and workflows, SOPs, audit trail, dashboard and more, to make sure that your team follows your company policies and industry regulations while working with new customers.
With our customizable dashboards and reports, each step of the client journey is properly tracked to identify strengths and areas for improvement, giving you the power to make data-backed decisions and optimize customer onboarding processes for growth.
Clustdoc analytics engines gather key metrics to help you better understand client onboarding and process efficiency. Leverage this data to continuously enhance the client experience, streamline operations, and achieve business scalability.
Before you start, here are some answers to most frequently asked questions.
Process orchestration is a Clustdoc feature that allows you to automate and streamline complex workflows and routine business processes. With our process orchestration feature, you can define a sequence of onboarding related steps or tasks that need to be completed as part of a business intake process, and then automatically route work between different external or internal people or even systems to ensure that everything runs smoothly. This can help to eliminate errors and reduce the time and effort required to manage complex or repetitive customer-facing processes.
You can use Clustdoc process orchestration to automate a wide range of business processes, including client onboarding, loan and mortgage applications, student enrolments, employee administrative onboarding, and more. Any process that involves multiple steps or tasks and requires coordination between different an end-user, your team and business systems can be streamlined using Clustdoc process orchestration.
Yes, our process orchestration feature is designed to be flexible and customizable, so you can integrate with a wide range of third-party tools and systems. This can include everything from customer relationship management (CRM) platforms to ERP systems, Cloud storages, and more. By integrating with other systems, you can streamline your client onboarding workflows even further and eliminate manual data entry and other repetitive tasks.
Absolutely. Clustdoc notifications and automated reminders are an essential part of any client onboarding process orchestration. You can configure the system to send notifications to specific team members or customers when certain tasks or milestones are completed.
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