TECHNOLOGY
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.
No-code Process Automation
Simplify complex process automation with Atfinity's AI rule engine - it’s as easy as building with blocks.
Seamless Integration Capabilities
Easily connect with your bank's systems and outside data sources - Atfinity integrates with your tech stack.
Robust Security and Compliance
Never worry about security or compliance again - we are ISO 27001 certified and offer built-in compliance.
Trusted by Leading Financial Institutions
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Are Legacy Systems Holding You Back?
"Integration pains limit innovation"
Outdated systems and disconnected data prevent seamless solution adoption.
"Compliance agility is crucial"
Rigid processes struggle to keep pace with evolving regulatory landscapes.
"Manual chaos breeds critical errors"
Lack of standardization across client journeys opens the door to mistakes.
"Legacy tech can't keep pace"
Disparate systems undermine robust security and compliance postures.
Discover how Atfinity's no-code platform aligns with your digital transformation goals.
Achieve Operational Agility with Intelligent Automation
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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
Map Out
Workflows
Design processes without coding
Set Up
The Rules
Create logic to make decisions
Connect
Other Systems
Connect with what you already use
Run Through
Cases
See all data and tasks in one place
Get Process
Insights
Get real-time analytics to optimize
Keep Making
it Better
Tweak things easily as you go
3 Things That Make Atfinity Truly Magical
At the heart of Atfinity's no-code platform are the AI Rule Engine, Process Orchestration, and API Framework.
AI Rule Engine
Automate Complex Decisions
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.
The AI Rule Engine is like an expert chef. Give it your favourite meal (your desired result), and it will prepare the dish flawlessly, no matter how intricate. If you need to update the recipe, the chef adapts seamlessly.
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
Process Orchestration
Seamless Coordination
For client onboarding, Process Orchestration connects your CRM, ID verification, background check, and document generation systems into a single streamlined workflow.
Picture your bank's systems as musicians in an orchestra. Each one talented yet playing its own melody. Process Orchestration conducts them, synchronizing every instrument for a harmonious performance of efficiency and compliance.
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
API Framework
Automate Complex Decisions
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.
Envision your systems as people speaking different languages. The API Framework translates between them, enabling seamless communication and collaboration across your entire technology ecosystem.
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
See for yourself how Atfinity can meet your goals. Book your demo today and talk to one of our experts about your organization's needs.
Book Your Demo
RULA: Rules Language
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
Case Manager
Manage Client Cases From Start
to Finish - All in One Place
Centralized Case Oversight
A user-friendly dashboard for current cases, tasks and updates
Automated alerts keep cases progressing quickly
Audit trails record all activities, comments, and decisions
Guided Workflows and Approvals
Customizable approval flows to match your risk policies
Assign tasks by role, case details, and approval level
Enforce all required regulatory checks as specified
Seamless Team Collaboration
Access controls limit case viewing and editing based on roles
Chat, comment, and share files to work together easily
Involve experts, compliance, or management when required
Discover How Atfinity Makes Collaboration and Case Management Easy
Book Your DemoPDF Generation
Automate Document Generation
and Workflows
With Atfinity, your archived documents are accurate, compliant,
visually consistent and tailored to your needs.
Dynamic Document Generation
Intelligent rules automate document generation using your templates and data sources.
Centralized Template Management
Maintain templates centrally and apply updates across all processes in one click.
Integrated Compliance Checks
Built-in validations enforce regulatory requirements before document finalization.
Seamless Core System Integration
Intelligent rules automate document generation using your templates and data sources.
PDF Documents
Use pre-existing PDF forms like government templates. Atfinity fills in the necessary information while maintaining formatting.
Smart Documents
Generate forms adhering to your branding guidelines based on predefined templates. Fast to create with design choices.
ADX Documents
Maximum flexibility using our custom XML-based ADX format. Describe PDF documents with HTML-like precision.
Customizable, Secure and Compliant by Design
Experience customizable automation with built-in security and compliance.
Customizable Rules
Set up your own rules, Atfinity automates background checks.
Full Audit Trails
Atfinity automatically records all details for reports and audits.
ISO 27001 Certified
Atfinity follows the highest security standards.
Secure Setup Options
Use Atfinity in our secure cloud, your computer or private cloud.
Trusted by Leading Financial Institutions
Atfinity has automated 200+ processes, managing 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.”
CFO, Radicant
Neobank
“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.”
Andreas Ponce de Leon, CEO of HBL UK
Commercial Bank
“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.“
COO, International Private Bank
CLM
3 Steps to Simpler, Better Banking
Take a quick quiz to help us understand your needs
Choose a convenient date and time for your demo
See Atfinity in action and talk to one of our experts
Join the Future of Banking
Take our quick quiz and book your demo today to see why leading financial institutions worldwide trust Atfinity to drive their digital transformation.
Book Your Demo
