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…
Aquila is the biggest asset management platform in Switzerland, with over 80 wealth management companies that they work with. Aquila uses Atfinity for onboarding and compliance processes.
Due to regulatory changes, all clients of Aquila's partners needed to go through an investor-profiling process to collect missing data and to get the right profiles. Having many different partner firms, Aquila needed to ensure that their requirements were always fulfilled. Additionally, they work with multiple custody banks which makes the workflow and documentation more difficult for the employees of the partner firms.
Aquila was very happy with the solution they created themselves – providing great experiences for partners, as well as their end-clients. They subsequently decided to also automate their KYC, onboarding and other compliance processes using Atfinity.