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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.

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.
Delight Clients from the Start
Provide quick digital sign-up with instant decisions and ensure a smooth client experience from the very start.
Trusted by Leading Financial Institutions

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 user-friendly, AI-driven, no-code process automation platform can help you accelerate your onboarding process by 4X while ensuring 100% compliance.

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 user-friendly, AI-driven, no-code process automation platform can help you accelerate your onboarding process by 4X while ensuring 100% compliance.

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

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

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

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

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.

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

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 Banks & Financial Institutions

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.

80% Faster Onboarding
90% Straight-Through Processing
60% Efficiency Gains
100% Audit Ready
4X - 6X Faster Setup

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.

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 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.

Hassle-Free Onboarding
for All Your Clients

Hassle-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

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.

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 Financial Institutions
Atfinity has automated 200+ processes, 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


Trusted by Leading Financial Institutions
Atfinity has automated 200+ processes,
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

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
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.

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.

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