Acquiring another bank, our Client needed to re-document thousands of client relationships. Within a strict timeline, Atfinity delivered a fully-fledged platform for complex relationships…
Atfinity powers an international neobank for affluent clients
Our Client
Our client is a subsidiary of an innovative global bank based in Switzerland. In order to expand into the affluent market, they envisioned building up a neobank that covers more than 10 markets. To meet their tight budget and still be able to capture this market quickly, they needed an end to-end solution that is quickly set up and allows for a seamless and efficient customer experience.
Our Solution
Due to Atfinity’s no-code platform and the vast experience in the neo-banking space, we were able to deliver a truly end-to-end solution in less than 6 weeks.
- By leveraging Atfinity as the foundation, a seamless end-to-end onboarding process was set up by simply connecting their website to our process orchestration capabilities.
- This allows for conducting an onboarding process without any manual intervention involving all key steps, such as applicable offering, background checks, digital identification and signing, as well as auto-creation of all accounts.
- While the "happy path" was fully automated, Atfinity's case manager supported their customer success team to efficiently handle all non-automated cases.
- Notably, the solution catered to the onboarding requirements of affluent individuals whosought a more personalised journey.
Since Atfinity collects all meta-data about their onboarding cases, the bank is able to constantly improve the user journey to improve the conversion rate, reduce dropouts and onboarding time without coding.
Results
1. Configured a fully compliant, global and digital KYC compliant onboarding experience for affluent clients.
2. Enabled the bank’s employees to improve onboarding journeys without coding to increase their conversion rates.
3. Successfully leveraged the Atfinity solution to establish a neobank catering to digitally affine affluent clients in just six weeks.