ClustdocClust Technologies
|
||||||
Related Products
|
||||||
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
Verify 365 is the advanced client onboarding solution for law firms, estate agents, accountants and IFAs. With Verify 365, you can rest assured that your clients are thoroughly vetted, saving you time and reducing the risk of fraud. Verify 365 offers biometric verification, ensuring that your clients are who they say they are. Verify 365 conducts thorough ID checks, including government-issued ID and address verification. Our AML checks ensure that your clients are not on any financial crime watchlists. We also perform source of funds checks to ensure that the money your clients are using is legitimate. Verify 365 also includes e-payment and e-signature capabilities, making the onboarding process fast and efficient. Verify 365 supports over 10,000 government-issued IDs from over 200 countries. Our global reach allows you to verify your clients from all corners of the world.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Clustdoc is built for service-based and relationship-driven organizations that manage structured client onboarding processes.
|
Audience
Legal companies looking for a platform to verify their clients and eliminate fraud
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
€190/month
Free Version
Free Trial
|
Pricing
$2,50 per verification
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationClust Technologies
Founded: 2019
France
clustdoc.com
|
Company InformationVerify 365
Founded: 2020
United Kingdom
verify365.app/
|
|||||
Alternatives |
Alternatives |
|||||
Categories |
Categories |
|||||
Portal Features
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
|
AML Features
Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List
|
|||||
Integrations
Actionstep
Clio
DPS Computing
Dropbox
Google Drive
Integrately
Pabbly Connect
Quickwork
SOS Connect
Slack
|
Integrations
Actionstep
Clio
DPS Computing
Dropbox
Google Drive
Integrately
Pabbly Connect
Quickwork
SOS Connect
Slack
|
|||||
|
|
|