AI-powered client lifecycle technology for neobanks and fintechs

Launch digital banking products in weeks with full compliance built in. Reduce manual work, scale safely and adapt instantly as products and regulations evolve. Transform onboarding, KYC/KYB and product requests into intuitive journeys with a no-code technology built for regulated environments.

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Explainable AI, Swiss-engineered.

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Regulator-ready automation.

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Bank-grade by design.

AI-powered client lifecycle technology for neobanks and
fintechs covering onboarding and KYC/KYB

Trusted by Leading Financial Institutions

BBVA using Atfinity
Banque Richelieu using Atfinity
Banque Internationale A Luxembourg  using Atfinity
DF Capital using Atfinity
HBL Bank UK using Atfinity
Inecobank using Atfinity
Mercantil Private Banking using Atfinity
Radicant using Atfinity

Used by banks and fintechs to reduce manual work and go live fast with measurable ROI.

The challenge

Growing fast shouldn’t mean building patchwork solutions behind the scenes

Launch new products with confidence, not fear of the next audit or incident.

Used by banks and fintechs to reduce manual work and go live fast
with measurable ROI
Our solutions

Atfinity delivers banking-grade journeys out-of-the-box

Optimise every stage of the client lifecycle, from onboarding to reviews, updates and account operations.

 Workflow overview showing compliant onboarding states and
transitions

Launch products or an entire bank, in weeks

Build on a technology trusted by traditional banks and fast enough for startups. Compliant out-of-the-box, future proof for anything that comes your way.

Case Manager workspace for operations and compliance with
audit trails

Create compliant journeys that fit your unique model

Turn your onboarding flows, risk policies, partner requirements and product rules into complete digital journeys. Built on decades of banking expertise, every process follows proven industry best practices.

End-user wizard for secure, guided journeys for clients and
partners

Real-time visibility across all client journeys – from onboarding onwards

Monitor onboarding timelines, identify bottlenecks and track risk at a glance. Measure operational and compliance performance in real time across the full lifecycle .

No-Code Studio for governed changes to workflows and
policies

Real-time visibility across all client journeys – from onboarding onwards

Monitor onboarding timelines, identify bottlenecks and track risk at a glance. Measure operational and compliance performance in real time across the full lifecycle .

User Interfaces

One technology for product, compliance, operations and customer teams

Case Manager showing governed workflows, exceptions, and
audit trails

Case Manager

A governed workspace for operations, compliance and support teams to monitor workflows, manage exceptions and access full audit trails.

 End-user wizard for secure client onboarding and data
collection in private banking

End-User Wizard

Guided, secure journeys for clients, advisors and third party partners, with intuitive steps that ensure every interaction is fully compliant.

No-Code Studio for adjusting workflows, rules, and policies
with governance

No-Code Studio

A business friendly studio to adjust workflows, rules and policies quickly, giving teams full control to refine processes while keeping every change governed.

How it works

A practical framework built around your products, without customisation debt

Codify

Turn regulatory intent into measurable execution.

Orchestrate

Orchestrate decisions and processes across the organisation.

Govern

Ensure every action is explainable, traceable and regulator-ready.

Scale

Expand proven practices across markets and functions.

Case study

Scaling onboarding and reviews for DF Capital

A leading private bank:

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Improved efficiency across onboarding.

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Reduced operational effort significantly.

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Stronger risk and compliance controls.

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Future proof scalability for growth.

See Full Case Study
 DF Capital scaling onboarding and reviews to improve efficiency, reduce operational effort and strengthen risk and compliance controls
Use Cases

See how our technology powers key banking processes

Client onboarding: AI-powered client onboarding and KYC identity
verification screen in Atfinity no-code process optimisation platform for banks

Client Onboarding

Start strong with smart, seamless client onboarding.

Explore use case
Loan origination: Loan origination journey showing application, credit
checks, approvals and audit-ready decision trails in Atfinity AI-powered no-
code platform

Loan Origination

Ensure smarter decisions, faster approvals, happier client.

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Client lifecycle: Client lifecycle management dashboard showing parties,
roles and audit-ready journey data in Atfinity AI-powered no-code platform

Client Lifecycle Management

Manage every client touchpoint with smart automation.

Explore use case

Your use case?

From onboarding to offboarding, 

if it’s a process, we can run it.

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Launch compliant financial products in weeks, not months.

See how Atfinity helps neobanks and fintechs go live fast, scale securely and stay regulator-ready without building heavy operations.

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