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.
Trusted by Leading Financial Institutions
Do Bottlenecks Slow Down
Your Processes?
Do Bottlenecks Slow Down Your Processes?
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
Easy Integration Into Your Private
Banking Ecosystem
it a complete solution for your private bank.
Private Banking Systems
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.
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.
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
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
your needs
your demo
our experts
your needs
your demo
our experts
Seamless Onboarding Experience
Our experts will tailor a demo to your unique needs, showing you exactly
how Atfinity can elevate your private banking experience.
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.