Operate  Amplinth Meridian · Relationship & Commercial Banking

Onboard high-risk clients in half the time — and prove every decision to your regulator.

Amplinth Meridian is an AI client-lifecycle platform for relationship and commercial banks. KYC/AML, identity verification, Companies House lookup, document extraction and credit assessment run in parallel across a governed seven-stage pipeline — with a human decision at every gate and an append-only audit trail behind every step.

● Deployed & running in the cloud — multi-tenant SaaSUK FCA/PRA & Swiss FINMA tenants · jurisdiction-as-configDeploy as SaaS or in your own cloud
The problem

Relationship-banking onboarding is slow by design — and the slowness compounds.

KYC, credit and compliance run one after another, your RMs lose most of their week to admin, and the evidence a regulator wants lives in five different systems.

01
Long, sequential cycleKYC/AML, credit and compliance run one after another, so every step waits on the last. A single case can take 4–8 weeks — and the client feels every day of it.
02
RMs buried in adminRelationship managers spend the bulk of their time on data entry and chasing documents instead of the judgement and relationship work only they can do.
03
Fragmented evidence, weak traceabilityCompany data, ownership, screening results, documents and credit live in different systems — assembling a defensible end-to-end trail for the FCA, PRA or FINMA is painful.
04
Manual, error-prone KYC/AMLUBO identification, identity verification and sanctions/PEP screening done by hand are slow, inconsistent and hard to re-run on a schedule.
How Meridian works

One governed loop, from first conversation to activated account.

The disciplined Amplinth loop, tuned to client lifecycle management — AI gathers and reconciles the evidence; your bankers and analysts make every decision.

01

Connect

Companies House, an Onfido identity client, an Equifax UK credit client, a locally-ingested sanctions/PEP database, uploaded documents & CRM lead pushes.

02

Reason

Five AI agents run in parallel on a Neo4j ownership graph: KYC/AML, document extraction, credit prep, compliance & RM Co-pilot. No black box.

03

Recommend

A decision-ready package: RM brief, credit & affordability memos, computed risk levels, gate status and a streaming Co-pilot you can ask anything.

04

Act

Humans act at every gate — analysts approve or override screening, branch managers record a two-step-confirmed decision with conditions.

05

Prove

Every action is written to an append-only audit log with jurisdiction-correct retention — full FCA/PRA or FINMA traceability.

The pipeline

A governed seven-stage onboarding pipeline.

A deterministic stage machine drives every client from expression of interest to activation. No client advances until the compliance gates for the next stage pass — and every gate clearance is a documented human decision.

01 · Expression of Interest

Intake captures entity name, type, sector, product, referral and RM assignment as a structured record, with duplicate-prevention built in. Upstream CRM and origination systems can push leads in machine-to-machine via a per-tenant API key.

02 · First Conversation

The RM Co-pilot aggregates a full client snapshot — entities, owners, property, latest credit — into a pre-meeting brief and meeting-prep narrative, so the first conversation is informed, not exploratory.

03 · Documentation & KYC

A risk-aware document checklist requests proof of ID/address, audited accounts and certificates of incorporation; a two-model vision-plus-text pipeline extracts and cross-checks fields with per-field confidence. A secure client portal collects documents over time-limited, OTP-verified upload links.

04 · CDD Review

A centralised CDD workbench queue lets analysts claim, escalate, request information, return or approve each case, with the AI rationale alongside to confirm or override. High-risk and complex cases route to an escalation lead.

05 · Credit Assessment

A business credit check, risk-assessment engine and credit/affordability calculators compute lending metrics — LTV, ICR, DSCR for businesses, income multiples for individuals — and draft a credit memo for analyst review.

06 · Branch Decision

The branch manager records the lending decision with a two-step confirmation and attaches lending conditions; condition closure is tracked to fulfilment. Branch autonomy is preserved by design.

07 · Account Activation

Once all gates clear, an onboarding agent builds the account-setup checklist — account opening, online banking, payment authorities and mandates — to close the loop.

Capabilities

Five AI agents run in parallel from day one.

The moment a client is created, five back-end agents launch together on a worker queue — so KYC, credit and compliance stop waiting on each other. Each is governed by input/output guardrails: PII masking, prompt-injection detection, schema validation, hallucination and toxicity checks.

KYC/AML & ownership

Identifies ultimate beneficial owners (≥25%) from Companies House PSC data, verifies identities, and screens for sanctions and politically-exposed persons against a self-hosted sanctions/PEP database using Jaro-Winkler fuzzy matching — no dependence on a paid screening API, and PII stays in the bank's environment.

Companies House & registry

Pulls the registered profile, officers and persons-with-significant-control live from Companies House; retrieves filing history and the certificate of incorporation; and attaches registry documents straight to the client file for evidencing.

Document extraction

A two-model pipeline — a vision LLM extracts structured fields, a text LLM validates them — returns extracted data with per-field confidence and notes, ready for reviewer accept-or-correct against the source.

Credit preparation

Runs the business credit check, computes risk and lending metrics, assesses individual affordability, and drafts a credit memo from the assembled assessment for analyst review.

Compliance gates

Re-evaluates the gates for the client's current and next stage — mandatory KYC docs validated, identity verified, PEP/sanctions clear, CDD approved, credit complete — against a jurisdiction-aware AML matrix that adapts sanctions lists, retention and source-of-wealth rules per tenant.

RM Co-pilot

Builds the relationship-manager brief, and a streaming natural-language chat answers questions over the client's data — with answers saveable as case notes.

Outcomes

Built for speed — and for the audit that follows.

The platform spine — the gated pipeline, parallel agents, live Companies House integration, self-hosted sanctions screening, risk + credit + affordability engines and immutable audit — is deployed and running today. The business-impact figures below are modelled pilot projections, not yet realized client results.

~50%
Faster onboarding (4–8 wks → 2–3 wks)
Modelled · parallel-pipeline projection
100%
Traceability via append-only audit log
Modelled · audit log built, retention configured
40–60%
Less RM admin time per case
Modelled · proposal projection
~45%
Lower platform cost vs traditional vendor stack
Target · pitch estimate
Genuinely built & wired today
A complete, gated onboarding spine — pipeline, parallel agents, KYC, credit and decisioning — running multi-tenant in the cloud.
Engineering rigour: ~1,177 backend test assertions across ~70 test files, plus a full acceptance suite (Playwright e2e, BDD, load & security). Maturity note: business-impact metrics above are modelled projections; no pilot has reported realized results yet.

Roadmap, not claimed today: adverse-media screening and scheduled sanctions ingestion are built and near wiring; transaction monitoring, SAR/STR workflow, continuous re-screening, a native iPad client and the Swiss Zefix registry are specified for the roadmap. We label maturity honestly so you can plan with confidence.

How it works

Connect → Configure → Operate.

Connect Meridian to Companies House, your identity and credit providers, sanctions sources and CRM. Configure the tenant — jurisdiction, branding, locale, currency, sanctions lists and risk rules, no code required. Operate the gated pipeline in production, where a human stays accountable at every gate and one codebase serves UK and Swiss regimes across four locales.

FCA / PRAFINMA-readyTOTP MFARBAC · 8 rolesAppend-only auditUK-GDPRSOC 2 / ISO 27001 / ISO 42001 (target)
SaaS
Amplinth multi-tenant SaaSFully managed — config-driven tenant onboarding.
VPC
Your own cloud / VPCClient PII and sanctions data never leave your control.
Any cloud / regionAzure, GCP, AWS — data residency by default.
Why Amplinth

Not a workflow tool — a governed client-lifecycle platform.

Branch-autonomous & relationship-preserving

Meridian automates the evidence-gathering, never the judgement. The org-unit branch model, two-step human decision and "AI subordinate to human" are enforced in the gate machine — you speed onboarding without changing your relationship-led operating model.

Governed & explainable

Input/output guardrails, an append-only audit log tied to FCA/PRA and FINMA requirements, and an override trail on every AI output. This is Amplinth's edge over generic decision-intelligence tools — decisions you can defend.

Jurisdiction-as-configuration

One codebase serves UK and Swiss regimes via tenant config — sanctions lists, retention, source-of-wealth, PEP handling, currency and four locales — rather than separate forks. A self-hosted sanctions screen and a Neo4j ownership graph round out the spine.

See Meridian on your hardest onboarding case

From first conversation to an activated, fully-evidenced relationship.

Book a 30-minute demo on your toughest high-risk case — we'll show you the parallel agents, the gated pipeline, and the audit trail that proves every decision.