AFB Sponsored Roundtable: The Use of AI in Transforming Client Lifecycle Management

AFB, in partnership with Atfinity, have organised a sponsored roundtable on how foreign banks can strengthen Client Lifecycle Management (CLM) in increasingly complex, fragmented environments. This session is designed specifically for AFB member banks, offering practical insights, peer learning, and real examples of how automation and AI can simplify processes, reduce delays, and enhance compliance outcomes.

We are grateful to AFB member firm, Europe Arab Bank, for hosting this roundtable.

Why attend?

This roundtable will be facilitated by Atfinity and tailored to the operational and regulatory realities faced by AFB member firms. It will explore:

• How to manage CLM across fragmented organisations and legacy systems
• Real-world experiences implementing automation and AI – and what foundations are required
• Approaches to enhancing existing systems through a CLM orchestration layer

The discussion will be interactive, giving members the opportunity to compare challenges, exchange solutions, and identify practical opportunities for process improvement within their own banks.

AFB will circulate an agenda and series of questions to attendees in advance which will be used to aid discussions.

The Chatham House Rule will apply to this event to encourage open dialogue and discussion.

There will be breakfast and networking from 08:30 before the roundtable discussion commences at 09:00.

The capacity for this roundtable is limited to 30 members, one person per member bank.  This ensures as many firms as possible can benefit from the discussions.  Please book early to avoid disappointment.

What will you gain?

• A practical framework for automating CLM tailored to your bank’s needs
• Insights on adapting workflows to meet changing regulatory requirements
• Strategies to reduce CLM and client reviews times and compliance burdens while enhancing banker productivity
• Peer-to-peer networking and an opportunity to discuss challenges with industry professionals

Who should attend?

This event will be of particular value to senior members of Compliance, senior Operations Managers, and the Heads of Business Units, as well as those responsible for client lifecycle management.

Facilitators

Alexander Balzer

Alexander Balzer is CEO and Founder of Atfinity. He works with banks and fintechs to modernize and scale complex client lifecycle processes, helping institutions adapt onboarding and compliance workflows as their business evolves. Before founding Atfinity, he worked at Credit Suisse, HSBC, and Kaiser Partner, a family-owned private bank.

Dawid Feter

Dawid Feter is Chief Business Officer at Atfinity. He advises banks on transforming and optimising client lifecycle management. Previously, he led the digital transformation of CLM at Union Bancaire Privée (UBP) and advised Lombard Odier on similar initiatives.

Logistics

Fee:         Included in AFB membership

Format:    In-person at Europe Arab Bank, 35 Park Lane, London W1K 1RB

Date:        Thursday 21 May 2026

Time:        09:00 – 10:30 (arrivals and breakfast from 08:30)                                                 

If you would like to submit a question or have any specific areas that you would like the session to address, please send them to AFB at secretariat@foreignbanks.org.uk You will receive details on how to join this session a week before the event.

Sponsored by

Atfinity empowers banks to optimise complex client lifecycle and compliance processes through intelligent automation. Its AI-driven rule engine and No-code Studio allow banks to configure workflows, adapt quickly to business and regulatory changes, and improve operational efficiency.

Learn more on the Atfinity website here.