Streamline Client Onboarding
Onboard Clients
4X Faster
Atfinity's AI-powered no-code platform enables you to rapidly digitize onboarding journeys without a single line of code. Automate KYC, risk assessments, document collection, approvals and more.
Cut Onboarding Times by 80%
Automate data gathering, identity checks, approvals to onboard new clients quickly and securely.
Guarantee 100% Compliance
Codify regulations and policies to enforce proper checks every time and stay up-to-date as regulations change.
Robust Security and Compliance
Provide quick digital sign-up with instant decisions and ensure a smooth client experience from the very start.
Trusted by Leading Financial Institutions
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Is Clunky Onboarding Costing You Clients?
"Manual Onboarding = Frustrated Clients"
Banks take up to 3 months to onboard new corporate clients due to manual processes causing errors, delays, frustrating their clients.
"Keeping Up with Compliance Is Tough For Us"
Varying regulations in countries risk compliance missteps during onboarding, potentially resulting in hefty fines and reputation harm.
"Inconsistent Onboarding = Inconsistent Results"
Inconsistent onboarding across regions leads to compliance issues, delays, and lost deals - becoming the undesirable norm.
"Complex Clients Require Flexible Onboarding"
Complex structures and rigid processes make onboarding slow and inefficient. You need flexibility to onboard key clients smoothly.
Discover how Atfinity's no-code platform aligns with your digital transformation goals.
Speed Up Your Onboarding with Atfinity's No-Code Platform
Cut Onboarding Times by 80%
Atfinity's AI-powered no-code platform enables you to automate data collection, KYC checks, risk assessments, document generation, and approvals.
Rapidly digitize onboarding journeys without writing a single line of code
Automate manual tasks to reduce onboarding times from months to days
Leverage 200+ pre-built workflows and best practices to get to market 4-6X faster
Guarantee 100% Compliance
Codify regulations and internal policies into automated workflows that enforce the right checks and steps, while easily adapting as regulations evolve.
Ensure all required KYC/AML checks are performed consistently
Maintain detailed audit trails of every action for easy reporting with automatic document generation
Stay current with changing regulations through flexible rules engine
Seamless Digital Experiences
Provide guided data collection, instant decisions, and a fully digital process that delight clients from day one.
Enable clients to quickly self-serve or collaborate with advisors
Deliver the fast, convenient digital experience modern clients expect
Eliminate frustrating paper forms, manual steps and delays
Handle Complex Cases Easily
Dynamic workflows adapt based on client type, risk profile, jurisdictional requirements and your unique needs.
Flexibly accommodate complex corporate structures, UHNWIs, and high-risk clients
Orchestrate all stakeholders across front, middle and back office
Tailor onboarding to each client while maintaining control and consistency
With Atfinity, you can transform your onboarding into a competitive advantage that wins clients, ensures compliance, and drives growth.
Book Your DemoHassle-Free Onboarding for All Your Clients
Private Banks
Atfinity simplifies complex private banking onboarding. It handles multi-jurisdictional clients and products, enforces your policies, and delivers a best-in-class digital experience.
Neo Banks & Fintechs
Atfinity helps digital players launch and scale onboarding quickly. Leverage our proven templates and integrations, create easy-to-use flows, and ensure compliance as you grow.
Commercial & Investment Banking
For clients with complex corporate structures, Atfinity collects data on the parent company, subsidiaries and owners, automates KYC/KYB checks and coordinates approvals across multiple teams.
Lenders
Atfinity streamlines client onboarding and lending all in one. From digital applications to eligibility checks and document creation, you can approve loans faster while controlling risk.
Discover Our Case Studies
See All Case StudiesStreamlined KYC/KYB for UK Law Firm
A leading UK law firm faced with the challenge of streamlining its KYB and know-your-customer processes. They serve a diverse client base including corporates, high net worth individuals (HNWI) and international businesses. With such a diverse client base, their onboarding and periodic review processes were labor intensive and often resulted in unstructured questions being asked of their clients. Atfinity helped the firm streamline this into an intuitive wizard, helping them effectively identify and verify both ultimate beneficial owners (UBOs) and directors using a 2+2 verification approach.
Reduced onboarding and review times by over 50%
Fully compliant onboarding for complex clients
Enhanced client experience with 2+2 verification
Trusted by Leading Financial Institutions
Atfinity has automated 200+ processes, managing 50,000+ client relationships.
“Atfinity’s fast setup accelerated our journey to get a banking license. Most client onboardings now happen without any intervention, allowing us to grow without building up bigger teams.”
CFO, Radicant
Neobank
“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.”
Andreas Ponce de Leon, CEO of HBL UK
Commercial Bank
“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.“
COO, International Private Bank
Private Bank
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
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.
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.
Connect Your Systems
Link the onboarding solution to your core systems and databases. Automate checks for seamless digital experiences.
Go Live & Track Progress
Launch your onboarding online or in-app within days. Monitor applications and handle issues in real-time.
For Your Clients
Apply Anytime, Anywhere
Start guided onboarding online or via app at your convenience. See clear steps and time to finish.
Share Your Details
Follow the intuitive prompts to enter info, answer questions, and upload docs securely.
Review, Sign & Get Started
Get a summary, e-sign forms, submit your application, and stay updated until you're approved and ready to go.
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 Demo
