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Advisor-driven Client Onboarding

Automating all internal onboarding steps

Atfinity gives your advisors a powerful tool that guides them through the complete onboarding process. Connect internal data sources like your CRM, pull KYC data from third-party providers and get approvals from all necessary parties before pushing data into your core systems. And to truly amaze your clients: Create exactly fitting contracts for your clients and let them sign digitally.

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Faster Onboardings

Reduce compliance interaction with clients and friction within your organisation

Our solution offers a comprehensive approach to client onboarding and case management. Our guided process ensures all relevant questions are asked in a single meeting, while our case manager facilitates collaboration with all necessary parties. To save time, our platform includes pre-built third-party integrations to automate KYC/KYB and other checks. All contracts for clients and internal documentation are auto-generated.

  • Our guided process ensures you ask all the relevant questions in a single client meeting
  • Collaborate with all necessary parties in your organisation effectively in case manager
  • Automate KYC checks with ready-made 3rd party integrations

Faster Onboardings

Reduce compliance interaction with clients and friction within your organisation

Our solution offers a comprehensive approach to client onboarding and case management. Our guided process ensures all relevant questions are asked in a single meeting, while our case manager facilitates collaboration with all necessary parties. To save time, our platform includes pre-built third-party integrations to automate KYC/KYB and other checks. All contracts for clients and internal documentation are auto-generated.

  • Our guided process ensures you ask all the relevant questions in a single client meeting
  • Collaborate with all necessary parties in your organisation effectively in case manager
  • Automate KYC checks with ready-made 3rd party integrations

No Mistakes

Automate risk calculations and make sure you know everything

Our solution provides advanced features to ensure accurate and up-to-date client information. Our AI rule engine detects missing data and prompts users to provide additional information. Our approval flow follows the correct sequence according to the detected risks, in order to ensure compliance with your policies.

  • Our AI-inspired rule engine ensures all relevant information is present and reminds users to provide more data
  • Follow the correct approval flow for the detected risk

Always up to date

When regulatory updates take only hours it’s easy to stay ahead

Atfinity offers compliance and flexibility with the latest regulations. Using our no-code configuration, you can easily adapt your onboarding processes to the changing environment. All Atfinity onboarding processes follow the latest rules for compliance, ensuring adherence to your policies.

  • Our no-code configuration makes it very easy to adapt your process to a changing environment
  • Onboardings with Atfinity always follow the latest rules