Client lifecycle automation for commercial banking
Automate onboarding, reviews, updates and offboarding in one governed, explainable flow that keeps every client relationship compliant, efficient and auditable. Atfinity connects people, data and policy so every stage of the lifecycle follows clear, consistent best-practice logic.
Explainable AI, Swiss-engineered.
Regulator-ready automation.
Bank-grade by design.
Trusted by Leading Financial Institutions
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Used by international banks to cut time-to-revenue by 80% and drive repeat business through fast, seamless deal activation.
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In commercial banking, complexity is expected.
Delays and inefficiency are not.
When every process runs efficiently, managing complexity fast becomes a strategic advantage.
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Atfinity transforms complex processes into seamless journeys
Optimise every stage of the client and credit lifecycle, from onboarding to reviews and periodic updates.
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Increase margins with better, faster client journeys
Increase client margins by up to 80% by delivering onboarding and credit journeys that build trust and keep clients coming back.
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Run the full client lifecycle without manual gaps
Turn your entire client onboarding, KYC/KYB and credit process into a complete digital journey with no manual work. Deliver consistent, end to end journeys without last mile workarounds.
Adapt compliance logic instantly, with full governance
Your risk appetite, client assessments and directives evolve, ensure that they are up-to-date in all your processes. Every action, version and approval is fully traceable for audit and oversight.
Real time visibility across onboarding and KYC/KYB journeys
Monitor KPIs, identify bottlenecks and track risk at a glance. Measure operational and compliance performance in real time across onboarding, reviews and credit processes.
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Atfinity’s technology empowers your teams and clients throughout the entire lifecycle
Case Manager
A governed workspace for front office, credit, risk and operations to manage workflows, manage exceptions and access full audit trails.
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End-User Wizard
Guided, secure digital journeys for clients, advisors and third parties across all onboarding and credit interactions.
No-Code Studio
A business friendly studio to configure workflows, rules and policies quickly while keeping every update structured and governed.
A practical framework, delivered with context, not customisation debt.
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Codify
Turn regulatory intent into measurable execution.
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Orchestrate
Orchestrate decisions and processes across the organisation.
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Govern
Ensure every action is explainable, traceable and regulator-ready.
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Scale
Expand proven practices across markets and functions.
Automated KYC and client reviews for HBL Bank UK
Results:
Improved efficiency across teams.
Reduced compliance burden significantly.
Greater operational consistency throughout.
Scalable across the organisation globally.
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See how our technology powers key banking proceses
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Start small and scale up - your choice.
Prototype, run a proof of concept, or move into full deployment, all on the same AI-powered, no-code technology.