Case study
Highly Customizable Private Banking Onboarding Experience in 8 Weeks
Streamlined onboarding and compliance for a Swiss private bank with Atfinity’s no-code platform, ensuring efficiency and regulatory adherence.
Onboarding time reduced from 7 days to 6 hours
Enhanced flexibility with risk-based onboarding journeys
Deployed solution in 8 weeks
Case study
Highly Customizable Private Banking Onboarding Experience in 8 Weeks
Streamlined onboarding and compliance for a Swiss private bank with Atfinity’s no-code platform, ensuring efficiency and regulatory adherence.
Onboarding time reduced from 7 days to 6 hours
Enhanced flexibility with risk-based onboarding journeys
Deployed solution in 8 weeks
Case study
Highly Customizable Private Banking Onboarding Experience in 8 Weeks
Streamlined onboarding and compliance for a Swiss private bank with Atfinity’s no-code platform, ensuring efficiency and regulatory adherence.
Onboarding time reduced from 7 days to 6 hours
Enhanced flexibility with risk-based onboarding journeys
Deployed solution in 8 weeks
About Our Client
Our client is a Swiss private bank, part of an innovative global banking group, catering to high net worth individuals (HNWI) and ultra high net worth individuals (UHNWI) from diverse domiciles and nationalities. The bank needs to comply with both local Swiss requirements and global standards set by its headquarters.
THe Challenge
Demanding and Time-Consuming Onboarding Processes
The bank faced complex and labor-intensive onboarding processes, including KYC, KYB, and AML requirements, impacting customer experience and operational efficiency.
High Complexity in Onboarding
The diverse clientele and stringent regulatory demands required a robust and adaptable solution to streamline KYC and KYB processes.
Global and Local Compliance
Balancing Swiss regulatory requirements with global standards imposed by the headquarters added to the complexity of the onboarding process.
Need for Efficiency
The bank needed to enhance customer experience, streamline procedures, and reduce costly data collection errors.
the solution
Comprehensive and Adaptable Onboarding Platform
Atfinity implemented a highly adaptable private banking onboarding solution in just eight weeks, tailored to meet the bank’s specific needs.
The Results
Efficient and Compliant Onboarding Process in Just 8 Weeks
The bank now benefits from a streamlined and digitized onboarding process, significantly enhancing operational efficiency.
Reduced Onboarding Time
The average onboarding time decreased from over 7 days to less than 6 hours, drastically improving customer experience and operational efficiency.
Enhanced Flexibility, Reduced Errors
The redesigned processes, including risk-based onboarding journeys, provided enhanced flexibility and led to a notable reduction in data collection errors, streamlined contract generation, and expedited internal reviews.
Employee Empowerment
Bank employees are now empowered to independently establish and maintain processes, thanks to Atfinity's user-friendly nature, ensuring sustained operational efficiency and compliance.
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Atfinity lets you launch digital onboarding journeys for clients in weeks, not months. Our platform adapts to your needs and integrates with your systems. Delight clients with a smooth, transparent onboarding experience that drives efficiency and growth.
80% Faster Onboarding
90% Straight-Through Processing
60% Efficiency Gains
100% Audit Ready
4X - 6X Faster Setup
For Banks & Financial Companies
Create Custom Onboarding Journeys
Create personalized digital onboarding in minutes with our user-friendly no-code platform. Set up data collection, rules and checks with ease.
Create Custom Onboarding Journeys
Create personalized digital onboarding in minutes with our user-friendly no-code platform. Set up data collection, rules and checks with ease.
