top of page

Consolidating the lead process so you can focus on what really matters.

Closing Deals

Fully digitizing the client onboarding experience from first contact and throughout the document
collection process.

REDUCE RISK

Mixing user behavior, external and internal market data feeds, identification verification and digital signature are just some of the ways Consolidated Clearing helps financial institutions address risks they face in today’s environment. By integrating into client-specific risk and underwriting models, we focus on what we do best (technology) and what our clients’ do best (underwrite risk and allocate capital), creating a winning combination.

COLLABORATION

Fully interactive, the Consolidated Clearing solution allows for 360° collaboration among small business and their trusted advisors.

INCREASE EFFICIENCY

The Consolidated Clearing system replaces antiquated PDF and uncontained processes with an entirely digitalized, safe, secure and fully auditable solution. Offering a seamless and transparent approach with a mobile first focus. Our clients have seen a tenfold increase in their process efficiency – saving real money!

FEATURES

PACKAGE
BUILDING

PDF Creator
Zip File Creator

CUSTOMER 
EXPERIENCE

Instant Secure Digital Signature

Seamless Digital Experience

DOCUMENT

MANAGEMENT

Document Management
Client Friendly Interface
Decision Logic Integration

Features
Contact Us

GET IN TOUCH

We'd love to hear from you

100 Veterans Blvd Massapequa NY 11758

Join our Community:

By checking this box, I consent to being contacted by representatives via text or call for communication purposes related to the products or services offered by Consolidated Clearing. We will contact you via SMS. Contact will utilize forms of electronic communication such as email, telephone calls, sms, and push notifications. Message frequency varies and message and data rates may apply. To opt-out at any time text STOP to cancel or HELP for help.

bottom of page