On-demand webinar

Transforming KYC and Client Onboarding at Wealth Management Firms.

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Why you should attend?

Wealth management service providers and financial advisors face significant challenges when it comes to providing an efficient client onboarding experience.

Traditional methods also involve multiple paper documents, repetitive tasks, and lengthy approval processes, resulting in a poor onboarding experience for clients. 

Join us today to leverage the tips and techniques used by Wealth Management Firms at Clustdoc.

Meet the Host:

Ridham Desai

Account Executive @Clustdoc

What we cover in this session:

  • Understand the main challenges faced by wealth managers in the client onboarding process.
  • Get to know the best practices to optimize your client onboarding strategy.
  • Explore the benefits of leveraging Client Onboarding Software to streamline KYC onboarding tasks and maintain higher compliance standards in your organization

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