Solution introduction
Atfinity provides a single environment for managing all client-related processes across the full lifecycle — from onboarding to ongoing relationship management, reviews, and updates
The platform unifies activities across products, entities, and jurisdictions within one controlled framework
Rules and logic are applied consistently across all workflows, ensuring that every client interaction follows the same standards and compliance requirements. All activities are embedded directly in the process, removing the need for parallel procedures, spreadsheets, or manual workarounds.
Banks can configure approval structures, review cycles, and documentation requirements within the platform and adjust them easily as regulations or internal policies change. This integrated approach improves oversight, enhances collaboration between teams, and provides a comprehensive, real-time view of each client relationship while maintaining flexibility and control.
