Case study
Optimised client lifecycle management for a leading international private bank
BIL Suisse set out to modernise the way it manages high-net-worth clients throughout their entire lifecycle. What began as a compliance initiative evolved into a fully digital CLM suite covering client onboarding, reviews and updates. This case study shows how Atfinity delivered a scalable, Avaloq-integrated solution tailored to the complexities of private banking.
Compliance-driven CLM transformation.
Automated client onboarding, reviews and updates.
Integrated with Avaloq for seamless lifecycle workflows.
Case study
Optimised client lifecycle management for a leading international private bank
BIL Suisse set out to modernise the way it manages high-net-worth clients throughout their entire lifecycle. What began as a compliance initiative evolved into a fully digital CLM suite covering client onboarding, reviews and updates. This case study shows how Atfinity delivered a scalable, Avaloq-integrated solution tailored to the complexities of private banking.
Compliance-driven CLM transformation.
Automated client onboarding, reviews and updates.
Integrated with Avaloq for seamless lifecycle workflows.
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Case study
Optimised client lifecycle management for a leading international private bank
BIL Suisse set out to modernise the way it manages high-net-worth clients throughout their entire lifecycle. What began as a compliance initiative evolved into a fully digital CLM suite covering client onboarding, reviews and updates. This case study shows how Atfinity delivered a scalable, Avaloq-integrated solution tailored to the complexities of private banking.
Compliance-driven CLM transformation.
Automated client onboarding, reviews and updates.
Integrated with Avaloq for seamless lifecycle workflows.
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About Our Client
Banque Internationale à Luxembourg (Suisse) SA is a private bank serving international high-net-worth individuals and families. With complex cross-border and regulatory requirements, the bank adopted Atfinity to transform CLM across its key business processes.
THe Challenge
Process complexity across the entire client lifecycle
BIL Suisse needed to increase digitalisation in their compliance processes, including KYC reviews, onboarding, account closings, client exits, and prospect pre-checks.
Enhancing Digitalisation
BIL Suisse required a tool to digitalise front and compliance processes, aiming to streamline KYC reviews, onboarding, account closings, and client exits.
Improving Efficiency
The existing manual processes were time-consuming and prone to errors. The bank needed a solution to automate and centralize document management.
Facilitating Compliance
Ensuring compliance with complex rules and regulations was challenging. BIL Suisse needed a system to manage rules and documents centrally for better compliance.
the solution
A comprehensive CLM suite on top of Avaloq
BIL Suisse partnered with Atfinity to deliver a unified CLM solution that supports onboarding, client changes and periodic reviews across private banking segments.
The Results
A scalable and consistent client lifecycle framework
Improved operational efficiency
Automated workflows reduce manual touchpoints across onboarding, updates and reviews.
Greater consistency in compliance
Every lifecycle event now follows structured, audit-ready rules aligned with private banking requirements.
Strong collaboration across the board
Front office, compliance and operations work within a unified CLM framework with full transparency.
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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.
