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.
Book Your DemoAutomate data gathering, identity checks, approvals to onboard new clients quickly and securely.
Codify regulations and policies to enforce proper checks every time and stay up-to-date as regulations change.
Provide quick digital sign-up with instant decisions and ensure a smooth client experience from the very start.
Is Clunky Onboarding Costing You
Clients?
Banks take up to 3 months to onboard new corporate clients due to manual processes causing errors, delays, frustrating their clients.
Varying regulations in countries risk compliance missteps during onboarding, potentially resulting in hefty fines and reputation harm.
Inconsistent onboarding across regions leads to compliance issues, delays, and lost deals - becoming the undesirable norm.
Complex structures and rigid processes make onboarding slow and inefficient. You need flexibility to onboard key clients smoothly.
Speed Up Your Onboarding with
Atfinity's No-Code Platform
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
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
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
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
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
Discover Our Case Studies
See All Case StudiesAtfinity 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
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.
Trusted by Leading Financial Institutions
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.”
“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.”
“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.”
3 Steps to Simpler, Better Banking
