The No-Code Solution for Modern Banking
Create secure digital journeys for onboarding, customer reviews, loan origination and more - without coding. Customize and integrate solutions with just a few clicks and launch new products faster than ever before.
Take Our QuizSimplify complex process automation with Atfinity's AI rule engine - it’s as easy as building with blocks.
Easily connect with your bank's systems and outside data sources - Atfinity integrates with your tech stack.
Never worry about security or compliance again - we are ISO 27001 certified and offer built-in compliance.
Are Legacy Systems Holding You Back?
Outdated systems and disconnected data prevent seamless solution adoption.
Rigid processes struggle to keep pace with evolving regulatory landscapes.
Lack of standardization across client journeys opens the door to mistakes.
Disparate systems undermine robust security and compliance postures.
Achieve Operational Agility with Intelligent Automation
- No-code automation of complex journeys
- Seamless integration across systems
- Built-in security and compliance
- Rapid launch of new digital offerings
- Trusted by top banks worldwide
Here’s How Atfinity Works
Workflows
The Rules
Other Systems
Cases
Insights
it Better
3 Things That Make Atfinity Truly Magical
Process Orchestration, and API Framework.
When onboarding new clients, the AI Rule Engine automates identity verification, background checks, data collection, and welcome document generation - all based on your predefined rules.
- Input compliance guidelines and verification rules
- Automate background checks and risk assessments
- Set automatic case reviews based on conditions
- Quickly update rules when regulations change
For client onboarding, Process Orchestration connects your CRM, ID verification, background check, and document generation systems into a single streamlined workflow.
- Integrate core banking systems, databases, and verification tools
- Automate data collection, document generation, and approvals
- Ensure consistent standards and rules across processes
- Get real-time status updates on each case
During new client onboarding, the API Framework links Atfinity to your CRM, ID verification provider, and document software. When a new CRM record is created, Atfinity triggers ID verification and generates welcome documents upon completion
- Connect Atfinity with your core banking systems, CRMs, and other critical tools
- Trigger actions and processes in Atfinity based on events in your other systems
- Customize Atfinity's capabilities to fit your unique workflows and requirements
- Future-proof your technology stack with flexible, scalable integration options
Easily Translate Complex Requirements Into Rules
Atfinity’s AI-powered Rule Engine uses our simple, proprietary language RuLa to ensure consistent application of rules, while allowing users to manage rules through an intuitive interface.
- Define when to show forms or take actions
- Specify required data for each process step
- Create custom data validation rules
- Set up automatic API requests and integrations
- Configure rules for generating PDFs
Manage Client Cases From Start
to Finish - All in One Place
- A user-friendly dashboard for current cases, tasks and updates
- Automated alerts keep cases progressing quickly
- Audit trails record all activities, comments, and decisions
- Customizable approval flows to match your risk policies
- Assign tasks by role, case details, and approval level
- Enforce all required regulatory checks as specified
- Define when to show forms or take actions
- Specify required data for each process step
- Create custom data validation rules
Automate Document Generation
and Workflows
visually consistent, and tailored to your needs.
Customizable, Secure and
Compliant by Design
and compliance.
Set up your own rules, Atfinity automates background checks.
Atfinity automatically records all details for reports and audits.
Atfinity follows the highest security standards.
Use Atfinity in our secure cloud, your computer or private cloud.
Trusted by Leading Financial Institutions
50,000+ client relationships.
“Atfinity's fast setup accelerated our journey to get a banking license. Most client onboardings now happen without any intervention, allowing us to grow without building up bigger teams.”
“As a small firm in the UK it is paramount for us to ensure we deploy systems with efficient processes and strong controls. These solutions must come with flexible parameters to ensure compliance and an ability to respond to evolving regulatory expectations. The Atfinity software solution meets that need at a price point that is tiered for our segment of the industry.”
“Atfinity gave us a flexible solution that works for both local law of our Swiss entity and group regulations. We went from a slow manual process to a smooth digital workflow that has everything we need. Including risk assessments, contract generation, KYC checks and data provision to our core system.“
3 Steps to Simpler, Better Banking
