Paris
Management Consulting
5-10
Valorys Signature: the wealth management firm for individuals
Valorys Signature is a french real estate wealth management firm dedicated to building high-quality assets and offering tailored, comprehensive support to meet the diverse needs of their clients – whether for living, investing, selling, or renting property.
The company’s activity is built around 3 key values:
– providing premium customer care,
– honoring its commitments,
– delivering support for each of the services provided,
all with utmost simplicity.
Fabienne Mauriol, founder and CEO of Valorys Signature, and her team provide the best services both in France and abroad.
What changed with Clustdoc?
A time-consuming way to manage client submissions
Before Clustdoc came into play, Valorys Signature’s client onboarding process was far from ideal, with the team struggling to overcome multiple administrative challenges in onboarding each client.
The French company explored other market solutions to manage their document collection process, but none of them met their needs. The team’s main goal was to work with a robust digital onboarding tool to streamline the onboarding process and provide a complete digital experience to customers.
” Adopting a paperless approach was crucial, and having the right tool to facilitate this not only streamlined our processes but also enhanced the way we deliver our services. ”
As document management became increasingly complicated for the team, Fabienne decided to turn to a tool specifically designed for client onboarding—and Clustdoc was the perfect solution.
1 solution addressing 3 essential needs
As part of its daily operations, the wealth management firm had 3 objectives with Clustdoc:
– Streamlining remote communication and client interactions.
– Providing a secure online interface to collect client information and document
– Working with a tool that is both intuitive and user-friendly.
The quick adoption of the client onboarding solution helped the team build a simple and intuitive onboarding process to easily request, collect and verify client applications remotely – from the comfort of a single platform.
“ I needed to provide clients with documents securely, but also allow them to send them to me quickly—all on a user-friendly platform. ”
Security: a key concern for Valorys Signature
What Fabienne enjoys the most about Clustdoc is its GDPR-compliant features, allowing Valorys Signature to deliver both a smooth and secure online experience while simplifying the internal process – aligning perfectly with the firm’s business positioning.
The consent capture and audit trail features also make activity tracking effortless for the team, as every action is automatically captured in each client application.
“ Since I deal with quite personal matters, such as solvency documents, we really needed the solution to be fully GDPR-compliant, and Clustdoc definitely meets this crucial requirement. ”
The solution allows them to automatically verify every information, submitted document and signed contrat for each client, without leaving the administration console.
Zero
friction during the onboarding process
x2
in productivity since switching to Clustdoc
100%
centralized client applications
“ With Clustdoc, there are no boundaries: we’re no longer limited by distance. The client experience is simple, and everyone wins—both clients and professionals. ”
Using Clustdoc, Valorys Signature quickly boosted operational efficiency while reinventing the client experience, making them feel supported 24/7.
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