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.
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.
Trusted by Leading Financial Institutions
Is Clunky Onboarding Costing You
Clients?
Is Clunky Onboarding Costing You
Clients?
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.
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.
Guarantee 100% Compliance
Codify regulations and internal policies into automated workflows that enforce the right checks and steps, while easily adapting as regulations evolve.
Guarantee 100% Compliance
Codify regulations and internal policies into automated workflows that enforce the right checks and steps, while easily adapting as regulations evolve.
Seamless Digital Experiences
Provide guided data collection, instant decisions, and a fully digital process that delight clients from day one.
Seamless Digital Experiences
Provide guided data collection, instant decisions, and a fully digital process that delight clients from day one.
Handle Complex Cases Easily
Dynamic workflows adapt based on client type, risk profile, jurisdictional requirements and your unique needs.
Handle Complex Cases Easily
Dynamic workflows adapt based on client type, risk profile, jurisdictional requirements and your unique needs.
With Atfinity, you can transform your onboarding into a competitive
advantage that wins clients, ensures compliance, and drives growth.
With Atfinity, you can transform your onboarding into a competitive advantage that wins clients, ensures compliance, and drives growth.
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.
For Banks & Financial Institutions
For Banks & Financial Institutions
Create personalized digital onboarding in minutes with our user-friendly no-code platform. Set up data collection, rules and checks with ease.
Link the onboarding solution to your core systems and databases. Automate checks for seamless digital experiences.
Launch your onboarding online or in-app within days. Monitor applications and handle issues in real-time.
For Your Clients
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.
For Your Clients
Start guided onboarding online or via app at your convenience. See clear steps and time to finish.
Follow the intuitive prompts to enter info, answer questions, and upload docs securely.
Get a summary, e-sign forms, submit your application, and stay updated until you’re approved and ready to go.
Hassle-Free Onboarding
for All Your Clients
Hassle-Free Onboarding
for All Your Clients
Atfinity simplifies complex private banking onboarding. It handles multi-jurisdictional clients and products, enforces your policies, and delivers a best-in-class digital experience.
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.
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.
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
Discover Our Case Studies
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 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
International Private Bank
“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
Swiss Neo Bank
“Thanks to Atfinity, we are able provide fully digital loan request. Clients can open their account and request financing directly on our website. And get a decision in minutes.”
CPO
European Lender
managing 50,000+ client
relationships.
“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
International Private Bank
“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
Swiss Neo Bank
“Thanks to Atfinity, we are able provide fully digital loan request. Clients can open their account and request financing directly on our website. And get a decision in minutes.”
CPO
European Lender
3 Steps to Simpler, Better Banking
your needs
your demo
our experts
your needs
your demo
our experts
Take our quick quiz and book your demo today to see why leading financial
institutions worldwide trust Atfinity to drive their digital transformation.
Take our quick quiz and book your demo today to see why leading financial institutions worldwide trust Atfinity to drive their digital transformation.