Financial Services Case Studies and Success Stories with Clustdoc

CASE STUDY Sport In Finance

Clustdoc helped Sport In Finance improve client onboarding for entrepreneurs. Before Clustdoc, the team used manual document collection and had trouble with team collaboration. With Clustdoc, all app...lications and interactions are now centralized. The company saw zero errors in document verification and doubled productivity. The approval workflow and secure collaboration features made onboarding faster and more compliant.

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CASE STUDY RapidPay

Clustdoc helped RapidPay improve client onboarding for law firms. Before Clustdoc, RapidPay faced complex operations and slow KYC checks. With Clustdoc, they use one system for new clients, a shared ...inbox, and faster KYC. Productivity doubled and KYC processing time dropped by 50%. Document management became easy and client engagement rates improved with automated reminders.

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CASE STUDY WILCO

Clustdoc helped WILCO cut startup onboarding time by 50%. WILCO used Clustdoc to streamline document collection and automate loan application workflows. The platform improved compliance and made onbo...arding smoother for over 100 startups each year. WILCO saved 2 hours per loan application and saw results in just one month. The eSignature feature let entrepreneurs sign agreements quickly, reducing application closure from 3 weeks to 1 week.

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CASE STUDY OpenEden

Clustdoc helped OpenEden automate and secure their customer onboarding process. Before Clustdoc, OpenEden managed onboarding manually with emails and paper documents, causing delays and errors. With ...Clustdoc, they now use a digital onboarding portal, e-signature, and centralized document collection. Productivity doubled and KYC checks now have zero errors. Investors enjoy a faster, easier onboarding experience.

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CASE STUDY PayNearMe

Clustdoc helped PayNearMe improve their merchant onboarding process. Before Clustdoc, PayNearMe used manual document collection and had slow, unclear steps. With Clustdoc, they automated approvals, s...ign-offs, and KYC checks. The team now uses one platform for all onboarding tasks. They doubled productivity and have zero errors during KYC verifications. Automated reminders and conditional formatting make the process faster and more personal for merchants.

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Education Case Studies and Success Stories with Clustdoc

CASE STUDY Duisburg Essen University

Clustdoc helped Duisburg Essen University improve their Erasmus student exchange admissions. Before Clustdoc, the team struggled with manual document collection and too many emails. After switching, ...they used one platform for all admission steps. The process became faster and easier. Now, student applications take just one day instead of a week. The team eliminated paperwork and manual tasks, making the experience better for students and staff.

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Insurance Case Studies and Success Stories with Clustdoc

CASE STUDY Benefit Resource

Clustdoc helped Benefit Resource cut client onboarding time by 50%. Before Clustdoc, the team struggled with manual document collection and poor process visibility. Clustdoc provided automated workfl...ows, secure document management, and real-time tracking. Productivity doubled and document verification errors dropped to zero. The onboarding process is now smooth for clients, brokers, and the internal team.

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Hospital & Health Care Case Studies and Success Stories with Clustdoc

CASE STUDY Specialist Care Team

Clustdoc helped Specialist Care Team improve their employee onboarding. Before, the HR team managed paperwork by hand and sent many emails for each new hire. Tracking progress was hard and slow. With... Clustdoc, they use a digital onboarding checklist and real-time tracking. New hires complete forms and upload documents online. Automated reminders help keep the process moving. The HR team saves time and new employees finish onboarding faster.

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