Understand your customers automatically

We combine experience in private banking with computer science and modern software engineering to solve the challenges of the financial industry of today and tomorrow.

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Client Intelligence Engine

atfinity’s client intelligence engine learns a client profile from client interactions and decisions. Using rule-based and machine learning, the engine identifies behavioural traits and investor profiles. This makes direct inferences possible and enables enhanced business analytics.

  • More effective advisory and sales
  • More efficient advice
  • Better tailor your product offering to specific clients
  • Upgrade clients to optimal pricing and service levels
  • Understand similarity of clients, e.g. for M&A or segmentation activities

Client Portal

atfinity’s Client Portal is the central platform to manage all interactions with clients. Allowing you to stay on top of all communication and send relevant investment suggestions efficiently. As a starting point we develop an iPhone/ Android app, so you can directly reach your clients on their smartphones. Interactions with clients are diverse and may include

  • Clients can access their portfolio
  • Chats and messages
  • Investment suggestions and advisory protocols
  • Reports, statements and transaction confirmations

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Careers at atfinity

We are always looking for enthusiastic people to join us on our journey to a smarter financial world. Are you interested to join us for a full-time position or an internship? Have a look on our career site.