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.
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.
Trusted by Leading Financial Institutions
Are Legacy Systems Holding You Back?
Are Legacy Systems Holding
You Back?
Achieve Operational Agility
with Intelligent Automation
Achieve Operational Agility with Intelligent Automation
Here’s How Atfinity Works
Workflows
without coding
The Rules
decisions
Other Systems
you already use
Cases
tasks in one place
Insights
analytics to optimize
it Better
as you go
Here’s How Atfinity Works
tasks in one place
3 Things That Make Atfinity Truly Magical
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.
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.
rules
assessments
conditions
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.
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.
and verification tools
generation, and approvals
across processes
API Framework
Flexible Integration Architecture
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
Envision your systems as people speaking different languages. The API Framework translates between them, enabling seamless communication and collaboration across your entire technology ecosystem.
API Framework
Flexible Integration Architecture
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
Envision your systems as people speaking different languages. The API Framework translates between them, enabling seamless communication and collaboration across your entire technology ecosystem.
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.
RULA: Rule 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.
Case Manager
Manage Client Cases From Start
to Finish - All in One Place
and Case Management Easy
Collaboration and Case
Management Easy
PDF Generation
Automate Document Generation
and Workflows
With Atfinity, your archived documents are accurate, compliant, visually consistent, and tailored to your needs.
Customizable, Secure and
Compliant by Design
Experience customizable automation with built-in security and compliance.
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.”
COO, 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.“
Chief Compliance Officer of an
International Private Bank
CLM
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.”
COO, 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.“
Chief Compliance Officer of an International Private Bank
CLM
3 Steps to Simpler, Better Banking
your needs
your demo
our experts
your needs
your demo
our experts
Atfinity’s AI-powered, no-code platform seamlessly automates any process, making it
the trusted choice for leading financial institutions driving digital transformation.
Atfinity’s AI-powered, no-code platform seamlessly automates any process, making it the trusted choice for leading financial institutions driving digital transformation.