ClustdocClust Technologies
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iStartiSolve Technologies Europe
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Related Products
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About
Use Clustdoc to transform your onboarding workflows into highly-converting and unique experiences that will delight your stakeholders and help your team process more efficiently submitted information.
Featuring advanced document management features, you’ll be able to easily run any customer onboarding process:
- Custom client portal
- Onboarding checklist
- Identity verification module
- Shared inbox for clients and teams
- Unlimited process templates
- Guest access for stakeholders
- Onboarding workflows
- A free client management mobbile app
- API access (1500+ integrations)
Tired of juggling with multiple tools to manage new clients?
Enjoy a 7-day free trial to see how Clustdoc can help you implement better client onboarding technology in your organization.
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About
In everything we do, we love to challenge the status quo. We are inspired to transform your business, because as you grow we grow. We happen to make great platforms that will transform your business. Want to have a transformation meeting? Digital Customer Onboarding within Minutes! 56% of wealth managers say it takes an average of four weeks to onboard a customer manually. iStart enables swift, smooth and seamless customer onboarding experience. A uniform customer onboarding experience is vital for your business! We believe your business must focus on customer generating activities – automate customer enabling activities! Digital Customer KYC and Onboarding Platform! iStart is a digital customer onboarding platform powered with smart intelligence and automation tools. Our platform enables Banking, Insurance (BFSI) and other financial institutes to enroll and manage their customers online.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
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Audience
Real estate agents, financial services, mortgage brokers, HR managers, etc.
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Audience
Banking, insurance and financial service companies looking for a cloud-based digital customer onboarding platform
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
€100.00/month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationClust Technologies
Founded: 2019
France
clustdoc.com
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Company InformationiSolve Technologies Europe
Founded: 2004
Netherlands
isolveglobal.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Portal Features
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
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Integrations
Dropbox
Google Drive
Integrately
Pabbly Connect
Quickwork
Slack
Wufoo
Zapier
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Integrations
Dropbox
Google Drive
Integrately
Pabbly Connect
Quickwork
Slack
Wufoo
Zapier
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