Clustdoc

Clustdoc

Clust Technologies
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About

Clustdoc is a client onboarding and engagement platform that helps businesses deliver structured, professional onboarding experiences at scale. Instead of relying on back-and-forth emails, scattered documents, and manual follow-ups, Clustdoc brings every step of the onboarding journey into one organized digital workspace. Businesses can collect information, request documents, assign tasks, automate approvals, and guide clients through clear, milestone-based workflows , all in a single & secure environment. From the first interaction to full activation, clients always know what to do next. Internal teams gain real-time visibility into progress, eliminate unnecessary follow-ups, and ensure every onboarding is completed efficiently and consistently. Designed for service-based and relationship-driven organizations that care about revenue retention, compliance and customer experience.

About

Client onboarding is more than just KYC/AML. Muinmos' client onboarding platform is the only solution that fully automates the whole onboarding chain, from AI powered client categorisation to fully automated risk assessments and KYC/AML checks. It's a platform like no other, delivering unmatched onboarding times and a smooth customer experience, allowing you to onboard more clients at a fraction of the costs. mCHECK™ is connected to multiple data sources, allowing for global coverage and all types of KYC/AML checks. mRX™ makes sure you are always within your own risk parameters, even when clients' profiles, regulation or your own policies change. Muinmos’ proprietary regulatory onboarding engine is a one-of-a-kind software, that automatically classifies clients, products and services, using algorithmic rule-based Artificial Intelligence. With Muinmos you don't need to cut any corners. You can onboard any client type within minutes while remaining fully compliant.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Clustdoc is built for service-based and relationship-driven organizations that manage structured client onboarding processes.

Audience

Enterprises seeking a client onboarding platform to automate their whole onboarding chain

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

€190/month
Contact us
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.0 / 5
ease 4.0 / 5
features 3.5 / 5
design 4.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 2.0 / 5
support 1.0 / 5

Pros & Cons from Real Users

Pros

  • One of the best platforms out there for professional client onboarding for financial services. And great team.
  • Works well if you need to accept and manage client applications for your company. Helps simplify the process.

Cons

  • They don't share the public roadmap, but release features very often and are open to feedback.
  • It's very specific and doesn't go beyond applications.

Pros & Cons from Real Users

Pros

  • The friendly salesperson was convincing and the potential efficiency the software could bring was tempting.

Cons

  • The owner was very pushy and intimidating. There were teething problems but once set up, the issues continued. The system was buggy and so inaccurate that my staff spent more time trying resolve it via the poor support team than actually using it. It was so underwhelming that we have stopped using the software.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Clust Technologies
Founded: 2019
France
clustdoc.com

Company Information

Muinmos
Founded: 2012
Denmark
muinmos.com

Alternatives

Alternatives

Categories

Portal Supported

Categories

AML Supported
KYC Supported
RegTech Supported

Portal Features

Chat Not Supported
Collaboration Supported
Content Management Not Supported
Document Management Supported
File Sharing Supported
Search Not Supported

Integrations

Dropbox Supported
Google Drive Supported
Integrately Supported
Pabbly Connect Supported
Quickwork Supported
Slack Supported
Wufoo Supported
Zapier Supported

Integrations

Dropbox Not Supported
Google Drive Not Supported
Integrately Not Supported
Pabbly Connect Not Supported
Quickwork Not Supported
Slack Not Supported
Wufoo Not Supported
Zapier Not Supported
Claim Clustdoc and update features and information
Claim Clustdoc and update features and information
Claim Muinmos and update features and information
Claim Muinmos and update features and information