Solutions for Commercial & Investment Banks

Move At The Speed of Business

Atfinity empowers your corporate bank to become more agile. Speed up complex onboarding, ensure consistent compliance across teams, and adapt swiftly to evolving regulations worldwide.

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Simplify Complex Onboarding

Atfinity guides you through even the most complex multi-entity, multi-jurisdictional onboarding processes.

Unify Compliance Standards

Centralized policy management and automated checks help keep your organization compliant and audit-ready.

Outpace Regulatory Changes

Quickly update your bank's processes to stay compliant with changing regulations across global markets.

Trusted by Leading Financial Institutions

DF Capital
INECOBANK
Mercantil Private Banking
Attara
Mountain Partners
Globalance
Kaiser Partner
FOENIX Partners
KALEIDO
BBVV
Radicant
Banque Internationale A Luxembourg
HBL Bank UK
Bitcoin Suisse

Are Inefficient Lending Processes Costing You Clients and Profits?

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“We need to simplify corporate onboarding.”

Untangling ownership structures and cross-border requirements can leave your team exhausted and your clients frustrated.

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"We need to become more agile."

Clients won't wait around for slow onboarding. Every deal lost to a more nimble competitor is a painful reminder of the need for speed.

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"Consolidated records are tough to compile."

Inconsistent processes across teams are a compliance nightmare waiting to happen. Piecing together an audit trail from scattered records is extremely difficult and time-consuming.

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"Changing global regulations make keeping our processes up to date a constant challenge."

Keeping pace with the constantly shifting global regulatory landscape is like trying to hit a moving target. A never-ending struggle to keep your processes current and compliant.

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Book a demo to see how you can simplify your processes, boost efficiency, and stay stay agile in a dynamic market.

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Flexible, Easy-to-Use Solutions for Corporate Banking

Streamline Onboarding

Atfinity collects data and documents, runs background checks, scores risk based on your rules, pre-fills contracts, and coordinates approvals. It integrates compliance, sales, management, and core banking systems for a seamless experience.

Streamline Onboarding

Automate Reviews

Atfinity automates client reviews based on rules, risks, events or transactions. It collects and updates data, re-scores risk, initiates approvals, integrates monitoring, and provides full auditability. Streamlining periodic or risk-triggered reviews through automated workflows and audit trails.

Automate Reviews

Simplify Client Management

Atfinity streamlines lending by guiding applications, retrieving credit data, automating eligibility/risk scoring, generating agreements, orchestrating approvals, and integrating with core banking systems - providing an end-to-end digital lending solution from application to disbursement.

Simplify Client Management

Lending Made Easy

Atfinity streamlines lending by guiding applications, retrieving credit data, automating eligibility/risk scoring, generating agreements, orchestrating approvals, and integrating with core banking systems - providing an end-to-end digital lending solution from application to disbursement.

Easy Loan Origination

100% Secure & Compliant by Design

Customizable Rules

Customizable Rules

Set up your own rules, Atfinity automates background checks.

Full Audit Trails

Full Audit Trails

Atfinity automatically records all details for reports and audits.

ISO 27001 Certified

ISO 27001 Certified

Atfinity follows the highest security standards.

Robust Security and Compliance

Secure Setup Options

Use Atfinity in our secure cloud, your computer or private cloud.

Easy Integration Into Your Private Banking Ecosystem

Core Banking Integration

Connect with credit bureaus like Experian for automated credit decisioning. Link to collateral data sources for streamlined collateral valuation.

Core Banking Integration

Lending Systems Integration

Integrate with loan servicing platforms like Finastra for seamless loan management and enhanced borrower experiences.

Lending Systems Integration

Flexible API

Leverage Atfinity's open APIs and deep lending expertise for quick integration tailored to your existing systems and processes.

Flexible Architecture

Connect Your Private Banking Systems

Atfinity easily integrates with your current systems, making it a complete solution for your private bank.

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Trusted by Leading Financial Institutions

Atfinity has automated 200+ processes, managing 50,000+ client relationships.

“Atfinity allowed us to streamline the entire loan origination workflow - cutting our processing times by over 70% while ensuring rigorous risk controls.”

Head of Lending

Regional Commercial Bank

Verified Review

“As a small firm in the UK it is paramount for us to ensure we deploy systems with efficient processes and strong controls. These solutions must come with flexible parameters to ensure compliance and an ability to respond to evolving regulatory expectations. The Atfinity software solution meets that need at a price point that is tiered for our segment of the industry.”

CEO, HBL Bank UK

Client Onboarding and CLM

Verified Review

“The ability to automate assessments, scorings and document generation with Atfinity has allowed us to accelerate time-to-funding by 80%. This upgrade to our Lombard lending provided the next level of customer experience and a significant revenue uplift.”

Head of Onboarding, Fintech of an Investment Bank

Client Onboarding and CLM

Verified Review

See Atfinity in Action in 3 Easy Steps

Thorben Croisé, CTO

Envision a versatile platform boosting agility, scaling easily, and integrating to simplify operations, compliance, and customer experience."

Thorben Croisé, CTO

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Choose a convenient date and time for your demo

See Atfinity in action and talk to one of our experts

Join the Future of Banking

Take our quick quiz and book your demo today to see why leading financial institutions worldwide trust Atfinity to drive their digital transformation.

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See Atfinity's Client Onboarding in Action

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.

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80% Faster Onboarding

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90% Straight-Through Processing

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60% Efficiency Gains

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100% Audit Ready

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4X - 6X Faster Setup

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For Banks & Financial Companies

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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.