End manual handoffs with client process orchestration.
Clustdoc process orchestration creates one unified journey that eliminates manual work and delivers seamless experiences.
Clustdoc process orchestration creates one unified journey that eliminates manual work and delivers seamless experiences.
CUSTOMER EXPERIENCE
Client onboarding involves different departments - compliance, sales, operations - but they work in isolation. Clients get stuck waiting while teams duplicate manual tasks and information disappears between handoffs.
Clustdoc process orchestration eliminates these onboarding silos by creating unified client journeys where information flows automatically between all teams handling the same client.
Configure onboarding workflows that automatically route client documents to compliance for review, trigger tasks for operations teams, and keep sales informed of progress - all from one client record that connects your entire organization.
APPROVALS
We understand how challenging it is when approval processes become bottlenecks: simple applications pile up waiting for review while complex cases need careful attention, creating pressure to either delay clients or compromise on thoroughness.
With Clustdoc process orchestration, you can intelligently connect all approval touchpoints that automatically recognize client complexity, enabling your teams to deliver faster.
Create approval sequences that automatically ensure complex applications receive the detailed review they require, with intelligent routing that guides each case to the right process without manual intervention.
PROCESS AUTOMATION
You need speed to satisfy clients, but regulatory requirements demand thorough documentation, proper approvals, and complete audit trails for every decision.
Clustdoc gives you both speed and compliance control by automating routine onboarding steps while maintaining rigorous oversight on risk decisions, ensuring every client file meets regulatory standards without slowing down your operations.
Deploy comprehensive tracking and audit trails that capture every client and team action for regulatory reporting, use analytics dashboards and with automated alerts to monitor client onboarding activity requiring immediate attention.
ANALYTICS
But when manual coordination becomes chaotic and hiring more people creates more complexity instead of solving bottlenecks, scaling your onboarding operations feels impossible.
Clustdoc transforms growth challenges into opportunities by automating coordination and maintaining quality standards regardless of volume.
Design scalable onboarding business processes that automatically distribute workload across teams based on capacity, and deploy automated quality checks that ensure every client receives the same high standard of service.
Before you start, here are some answers to most frequently asked questions.
Process orchestration is a Clustdoc feature that allows you to automate and streamline complex workflows and routine business processes. With our process orchestration feature, you can define a sequence of onboarding related steps or tasks that need to be completed as part of a business intake process, and then automatically route work between different external or internal people or even systems to ensure that everything runs smoothly. This can help to eliminate errors and reduce the time and effort required to manage complex or repetitive customer-facing processes.
You can use Clustdoc process orchestration to automate a wide range of business processes, including client onboarding, loan and mortgage applications, student enrolments, employee administrative onboarding, and more. Any process that involves multiple steps or tasks and requires coordination between an end-user, your team and business systems can be streamlined using Clustdoc process orchestration.
Yes, our process orchestration feature is designed to be flexible and customizable, so you can integrate with a wide range of third-party tools and systems. This can include everything from customer relationship management (CRM) platforms to ERP systems, Cloud storages, and more. By integrating with other systems, you can streamline your client onboarding workflows even further and eliminate manual data entry and other repetitive tasks.
Absolutely. Clustdoc notifications and automated reminders are an essential part of any client onboarding process orchestration. You can configure the system to send notifications to specific team members or customers when certain tasks or milestones are completed.
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