Solutions for Private Banks
Elevate Your Private Banking Experience
Streamline client onboarding, KYC/AML, lending & lifecycle management
with Atfinity's no-code process automation platform for private banks.
Delight High-Value Clients
Create easy-to-use, fully digital onboarding journeys tailored to your high-value clients.
Accelerate Onboarding
Automate know-your-customer checks and speed up onboarding time significantly.
Unlock Growth Potential
Free up resources so your team can focus on exceptional service and strategic growth.
Trusted by Leading Financial Institutions
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Do Bottlenecks Slow Down Your Processes?
"Creating a smooth onboarding experience is challenging."
Balancing strict compliance with a seamless client experience is tough.
"Onboarding issues kill revenue as clients walk."
Balancing strict compliance with a seamless client experience is tough.
“Staff time is wasted on admin, not nurturing clients.”
Admin tasks drown your team, so they’re neglecting client relationships.
“Other tools have were inflexible and increased workload.”
Caution is normal after inflexible tools caused more problems.
Book your demo to see how Atfinity streamlines client onboarding, KYC/AML & lifecycle management freeing up your team to focus on delivering great service.
Fast, Compliant Onboarding for Private Banks
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.
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.
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.
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.
100% Secure & Compliant by Design
Customizable Rules
Set up your own rules, Atfinity automates background checks.
Full Audit Trails
Atfinity automatically records all details for reports and audits.
ISO 27001 Certified
Atfinity follows the highest security standards.
Secure Setup Options
Use Atfinity in our secure cloud, your computer or private cloud.
Easy Integration Into Your Private Banking Ecosystem
Core System Integration
Link Atfinity with your core banking platforms like Avaloq or Temenos, as well as CRM systems like Dynamics or Salesforce, for seamless data flow and a single source of truth.
ID & Signing Integration
Connect trusted ID verification and e-signing tools like IDnow to enable a smooth, fully digital and compliant client onboarding process.
Integrated Compliance
Integrate top KYC/AML providers such as World-Check for automated background checks, risk scoring, and meeting compliance requirements.
Connect Your Private Banking Systems
Atfinity easily integrates with your current systems, making it a complete solution for your private bank.
Book Your DemoReal Results from Private Banks
Working With Atfinity
See All Case Studies
Trusted by Leading Financial Institutions
Atfinity has automated 200+ processes, managing 50,000+ client relationships.
“Atfinity gave us a flexible solution that works for both local law of our Swiss entity and group regulations. We went from a slow manual process to a smooth digital workflow that has everything we need. Including risk assessments, contract generation, KYC checks and data provision to our core system.”
Chief Compliance Officer of anInternational Private Bank
CLM
“Atfinity cut our average onboarding time by 80%. We can now bring on private banking clients much faster. And it’s a smooth experience for them.”
COO of an International Private Bank
Onboarding
“Atfinity automates our client review process by automatically scheduling the KYC checks and risk assessments, supporting the advisors to manage the interaction with our clients, and providing the relevant information to our committees to take an informed decision.”
COO of Kaleido Privatbank
CLM
3 Steps to Simpler, Better Banking
Take a quick quiz to help us understand your needs
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.
Book Your DemoSee 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.
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.
