Solution introduction

Atfinity digitises and coordinates the full client onboarding process, connecting front office, compliance, and operations within one system

The solution automates data capture, KYC and screening, documentation, and approvals while maintaining a single source of truth across all steps

Workflows are configured from each bank’s own directives and requirements. The system ensures accurate data transfer to and from core banking platforms and external services. Real-time visibility allows users to track progress and manage exceptions efficiently.

The result is a streamlined onboarding journey that reduces manual effort and cycle times while improving consistency, data quality, and client experience. The solution can be deployed incrementally and extended to cover additional products or jurisdictions as needed.

 

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