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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.

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

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."
Lengthy, error-prone onboarding leads to lost revenue due to lost clients.
“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.

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."
Lengthy, error-prone onboarding leads to lost revenue due to lost clients.
“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.

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.

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 simplifies complex client management by guiding users through mapping intricate corporate structures, enabling cross-team collaboration, and dynamically generating tailored documents based on client type and jurisdiction – streamlining processes for even the most elaborate client setups.

Simplify Client Management

Atfinity simplifies complex client management by guiding users through mapping intricate corporate structures, enabling cross-team collaboration, and dynamically generating tailored documents based on client type and jurisdiction – streamlining processes for even the most elaborate client setups.

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.

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 servers 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.
Connect Your
Private Banking Systems
Atfinity easily integrates with your current systems, making it a complete solution for your private bank.

Real Results from Private Banks
Working With Atfinity

Real Results from Private Banks Working With Atfinity

Private Banking Onboarding in 8 Weeks

Atfinity digitized private banking onboarding and KYC/KYB reviews for a Swiss bank in 8 weeks, enabling risk-based journeys, staff process configuration, and error reduction.

Onboarding time cut from 7 days to under 6 hours
Implemented risk-based, flexible onboarding journeys
Empowered staff to independently configure processes

Private Banking Onboarding in 8 Weeks

Atfinity digitized private banking onboarding and KYC/KYB reviews for a Swiss bank in 8 weeks, enabling risk-based journeys, staff process configuration, and error reduction.

Onboarding time cut from 7 days to under 6 hours
Implemented risk-based, flexible onboarding journeys
Empowered staff to independently configure processes
Trusted by Leading Private Banks
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 an
International 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


Trusted by Leading Private Banks
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 an
International 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


See Atfinity in Action in 3 Easy Steps

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
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
Delight High-Value Clients With a Fully Digital,
Seamless Onboarding Experience

Our experts will tailor a demo to your unique needs, showing you exactly
how Atfinity can elevate your private banking experience.

Delight High-Value Clients
With a Fully Digital,
Seamless Onboarding
Experience

Our experts will tailor a demo to your
unique needs, showing you exactly how
Atfinity can elevate your private
banking experience.

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