Case Study: PayNearMe achieves streamlined merchant onboarding with Clustdoc

PayNearMe boosts onboarding productivity 2x with Clustdoc

PayNearMe, a financial services company providing payment solutions, faced significant challenges with its manual merchant onboarding process. Their previous method lacked visibility, was time-consuming, and involved juggling multiple tools, which risked losing merchant engagement. To address this, they turned to Clustdoc's KYC onboarding software to streamline operations and improve the experience for both their team and their merchants.

By implementing Clustdoc, PayNearMe automated document collection, approvals, and KYC checks into a single, centralized platform. The solution featured conditional formatting to personalize document requests and automated reminders to keep merchants on track. As a result, PayNearMe doubled its productivity, eliminated errors in verification, and now uses Clustdoc across six entities to onboard new clients efficiently.

PayNearMe