Best Practices for Digital Onboarding in Banking.

Explore everything you need to know to create a user-friendly onboarding process while implementing strong verification measures.

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Finding the best partner throughout your digital transformation

Client onboarding for the banking industry can be an area for significant improvement in the customer experience.

Creating a convenient and seamless digital onboarding process is crucial for keeping up with the changing financial landscape. 

In this in-depth guide, we’ll cover everything you need to know about switching to digital onboarding, including actionable strategies to make the process seamless for your organization.

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What's inside?

  • Choosing the best user-friendly system to streamline your digital onboarding.
  • How to implement strong verification and identity check-ins to comply with KYC & AML requirements.
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  • Streamline and secure your onboarding process using Clustdoc client onboarding software.

Get to know Clustdoc:

Clustdoc is a professional Client Onboarding and Verification Software.


Many teams use Clustdoc to orchestrate, run and manage repeated industry-specific onboarding workflows with clients or stakeholders.

With Clustdoc you can:

• Automate routine workflows - no more paper documents

• Get rid of manual tasks and decrease approval lag time

• Stop chasing data and files across multiple tools

• Improve customer engagement and satisfaction