AI-powered client lifecycle technology for private banks
Transform complex business processes into intuitive journeys, from client onboarding and reviews to updates and offboarding, all with a single no-code technology purpose-built for banking. Reduce manual effort, stay compliant and unlock time for work that increases margin.
Explainable AI, Swiss-engineered.
Regulator-ready automation.
Bank-grade by design.
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Trusted by Leading Financial Institutions
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Used by leading international private banks to achieve 60% fewer manual interventions and go live in under 12 weeks.
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Private banking should feel effortless for clients and fully controlled behind the scenes
Complexity in private banking is a constant.
How you manage that complexity is what makes the difference in terms of time, cost and effort.
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Atfinity transforms complex processes into seamless journeys
Optimise every stage of the client lifecycle, from onboarding to reviews, updates and offboarding with deterministic AI.
Increase margins by giving time back to your teams
Increase client margins by up to 80% with onboarding journeys that engage, convert and stick.
Start fast, iterate faster and see results in weeks, not months.
Built on decades of banking expertise, every process follows proven industry best practices. Turn the forms, documents and checklists you already use into complete governed private banking journeys.
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Reduce manual work across the entire client lifecycle
Model 100% of regulatory requirements and business needs so nothing falls back to spreadsheets or email. Deliver consistent, end-to-end journeys without last-mile workarounds.
Real-time insights across every client journey
Monitor KPIs, identify bottlenecks and track risk and status at a glance. Measure operational and compliance performance in real time across all key processes.
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Atfinity’s technology empowers your teams and clients throughout the entire lifecycle
Case Manager
A governed workspace for teams to manage journeys, handle exceptions and access complete audit trails.
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End-User Wizard
Guided, secure digital journeys for clients, advisors and third parties across all interactions.
No-Code Studio
A business friendly studio to adjust workflows, rules and policies quickly with full governance.
A practical framework shaped by your own rules and requirements, without 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.
From Compliance Initiative to Digital Transformation at BIL Suisse
Results:
Improved operational efficiency.
Achieved greater consistency in compliance.
Enabled stronger front to back collaboration.
Provided a future-proof scalable CLM framework.
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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.