Book your demo with us We are thrilled to show you what Atfinity can do for you! To tailor the product demo to your needs, please tell us who you are and how we can help you best. Who is the demo for? First NameLast NameEmailPhone NumberI have taken note of the information on data processing. The data I have provided will be stored for the purpose of creating and processing my enquiry. What Core System and CRM do you use? (Select all that apply) Core Banking Systems Avaloq Temenos Finastra Finnova Other None CRM systems MS Dynamcis Salesforce Other None Which processes are the most time-consuming and error-prone for your team? (Select all that apply) Client onboarding KYC/KYB/AML compliance Loan origination Client lifecycle management How do you currently handle regulatory compliance? Manual checks Partially automated Fully automated Outsourced to a third party What are your biggest challenges when it comes to integrating new technologies? (Select all that apply) Legacy systems Data silos Lack of resources (IT staff, project management) Security concerns Regulatory constraints Missing Roadmap Other How customizable should the processes be? Very customizable Somewhat customizable Not important How important is it for you to be able to manage changes without IT resources? Very important Somewhat important Not important How many processes have you automated? All mission-critical processes are automated A few processes are automated We have not automated any processes How quickly do you want to adapt to new products, markets, or regulations? Within days Within weeks Within months Longer than 6 months What are your top priorities for improving your technology architecture? (Select all that apply) Reducing costs Increasing efficiency Scaling volume Improving satisfaction Enhancing compliance Faster time to market Does your current technical architecture include low-code, no-code, AI or a process orchestration/API framework? Yes, we use both AI and No-Code Yes, we use No-Code Yes, we use AI No, we don't use either Which use cases or solutions would you like to see the most in a personalized demo? (Select all that apply) Digital onboarding (self-initiated or advisor-driven) KYC/KYB/AML compliance processes CLM(periodic reviews, change in circumstances) Loan origination and underwriting API integrations Almost ready! What should we know in advance? Company * Check Message (optional) Check
