Atfinity and Alpha FMC partner to turn wealth management transformation into operational reality

Zurich, Switzerland / London, United Kingdom – 29. September

Atfinity, the Client Lifecycle Management (CLM) platform that enables financial institutions to turn transformation into an operational capability, is redefining how wealth managers and banks approach CLM. Rather than treating client lifecycle transformation as a one-off project, Atfinity is establishing a new paradigm in which institutions can continuously design, orchestrate and optimise client lifecycle operations as an ongoing capability.

Financial institutions operate in an environment of constant change. New client expectations, evolving business models, increasing regulatory requirements and growing operational demands require organisations to continuously adapt how they work. While many institutions know what needs to change, implementing that change and embedding it into day-to-day operations often proves far more difficult.

Atfinity provides the technology that enables financial institutions to operationalise transformation. Designed to absorb the complexity of both client lifecycle processes and the existing technology landscape, it works alongside the systems institutions already rely on rather than requiring them to be replaced, creating a unified operating model across the organisation.

In doing so, Atfinity becomes the CLM infrastructure of the bank. Acting as an orchestration layer, it connects clients, advisors, employees, systems, applications, digital channels and emerging AI capabilities across the client lifecycle. Through a business-led configuration approach, organisations can continuously optimise processes, introduce new capabilities and respond to changing business and regulatory requirements without the level of effort traditionally associated with transformation programmes.

To accelerate this vision, Atfinity today announced a strategic partnership with Alpha FMC, a leading global consultancy to the wealth management, asset management, insurance and banking industries. Through the partnership, Atfinity is leveraging Alpha FMC's deep market insight, target operating model design and transformation delivery experience to help clients move from strategy to execution faster, and to ensure that change is implemented and sustained with significantly less effort, risk and complexity.

Together, Atfinity and Alpha FMC help clients bridge the gap between transformation strategy and operational execution. By combining Atfinity's highly configurable and integration-ready CLM platform with Alpha FMC's expertise in operating model design and transformation delivery, the partnership enables financial institutions to design future-ready operating models, optimise processes and deliver transformation initiatives that create measurable business value.

Alpha FMC works with financial institutions to design future-ready operating models, optimise processes and deliver transformation initiatives that create measurable business value. Its market insight and best practices, built up over years of advising wealth and asset managers, insurers and banks, complement Atfinity's technology and help ensure that transformation and implementation programmes are grounded in proven, practical experience.

Together, Atfinity and Alpha FMC help organisations move from strategy to execution faster while reducing the effort required to initiate and sustain change.

Executive Quotes

“Many transformation initiatives struggle because the effort required to implement and sustain change is underestimated. Together with Alpha FMC, we help financial institutions bridge the gap between transformation strategy and operational execution.

We believe the institutions that will lead tomorrow are those that treat transformation not as a project, but as a capability. Atfinity was designed with exactly that in mind.”

Dawid Feter
CBO & Private Wealth Domain Expert, Atfinity

“Financial institutions are under pressure to evolve their operating models while continuing to improve client experience, efficiency, and organisational effectiveness. Successful transformation requires more than a vision for the future – it requires the ability to turn that vision into reality. Together with Atfinity, we help clients design the right transformation and deliver outcomes that last.”

Sven Kuonen
Partner & Head of Wealth Management Europe, Alpha FMC