In recent years, the banking industry has seen significant transformations. People nowadays prefer digital banking to card or cash transactions. The same has been valid in terms of how clients prefer to set up accounts. They don't want to go to a bank to open an account since it's too inconvenient.
You can provide advantages such as no-fee withdrawals, easy transfers, overdraft options, and more to attract professionals to create a current account in your bank.
But if you do not have a robust and advanced client onboarding system, they may still choose your competitors over you.
Because time is your customer's most valuable asset, you must design a straightforward and automated KYC onboarding interface to make this step the most convenient experience for your clients.
Whether it's account opening or carrying out regular transactions, you have to provide your customers with a seamless banking experience.
But before you enable them to run transactions in minutes using a digital banking system, you have to simplify the account opening process.
And that is where Clustdoc comes in with an automated digital current account opening software for your customers.
You will save a lot of time and resources on request processing by automating the process using Clustdoc. It is a hands-off and straightforward approach to creating current bank accounts for your clients.
With Clustdoc, you can collect and move forward customers’ applications quicker than ever before. Your current account opening system will be thorough, structured, and well-integrated, giving your customers a seamless experience.
The current account opening application from Clustdoc will let you create a comprehensive, robust, and engaging system to collect customer information.
It will let you swiftly add new customers so they can begin banking with your company.
With Clustdoc's advanced features, you can quickly and easily obtain the data you need from customers to set up their accounts.
Clustdoc offers a white-labeled interface that allows you to personalize the current account opening application and make it your own.
Your clients no longer have to fill out lengthy paperwork. They can now use Clustdoc's Digital Form Builder tool to fill out forms online interactively and accurately.
Clustdoc's advanced forms make collecting information such as personal and professional details, address, contact, and income records effortless.
Customers can also easily submit documents to apply for a current bank account for professional use.
Now your clients don’t have to visit your bank and then fill out lengthy forms physically.
You can share your own white-labeled current account opening checklist online. And the customers can interactively attach digital copies for verification with speed and accuracy.
Clustdoc makes it simple to gather essential documents such as passport, address proof, payslip, employment certificate, tax records, and other relevant verification papers.
After the customer submits these files, the platform saves them in a unique folder on the cloud.
Your bank staff can find these documents easily on our client portal. When you need the documents, you can quickly locate them.
You will no longer lose a client record amid your cabinet's stack of papers.
Clustdoc provides a mobile application interface so that your clients can comfortably and remotely fill their information to create a current account in your bank.
To save your time and effort, we designed an account opening checklist template that your customers can use to create new current bank accounts.
You can use our ready-to-use template and improvise it according to your needs. You can white-label it for your institution and share it on your digital platforms to help new customers effortlessly create current accounts.
Clustdoc streamlines the documentation process, allowing you to focus on offering your clients a convenient and secure banking experience.
Using Clustdoc as your application platform, you can provide the best banking experience to your customers and turn them into loyal customers.