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Atfinity Wins at the WealthBriefing European Awards 2024 in the Category “Onboarding”
Every year, the WealthBriefing European Award recognises the most innovative firms, teams, and individuals. Winners are selected through a rigorous process by a jury of industry experts and peers.
This year, the jury has chosen Atfinity as the winner in the category “Onboarding”. The jury was impressed with Atfinity’s innovative, feature-rich platform and our approach to using AI for speeding up process automation.
Why we decided to compete in the WealthBriefing Awards
Winners of the WealthBriefing Awards undergo a meticulous selection process by a jury of industry experts and peers. It became evident to us that participation and competition would offer better visibility.
Our aim isn’t merely to be one of many options but to stand out as the premier choice for our clients. Thus, entering the WealthBriefing European Awards enabled us to vie for the title of the best in the industry.
What winning this award means for Atfinity
Winning this award will first allow us to get more exposure and reach more companies we can help with our solution. Of course, it will also positively reflect within Atfinity, motivating the entire team to continue doing great work and further develop our product. And finally, it will show our existing clients that they don’t just use a good product, but a winning product!
Stephen Harris, CEO of ClearView Financial Media and publisher of WealthBriefing, extended his congratulations, stating:
“Every winning entrant has undergone a rigorous and independent judging process and should rightfully be proud of the success they have achieved this year. The jury was impressed with Atfinity’s approach of using AI to accelerate process automation. This is the first time we have seen this applied to Onboarding, KYC/KYB, and client reviews in the financial industry.”
Stephen Harris
Seller and still managing director of the Belcotec Group
What makes our onboarding solution unique
Atfinity combined a no-code approach with our own AI, to facilitate automation for our clients and help them streamline efficient onboarding processes. This means that our users don’t need to have coding knowledge to be able to configure Atfinity. Our platform is highly customisable, easily incorporating clients’ requirements, and it is very intuitive and easy to use.
And since it requires no engineering knowledge to use it, our clients find it very user-friendly! Atfinity is perfect for compliance officers, domain experts, or legal experts, who will have no problem configuring a smooth and efficient onboarding process.
How we ensure optimal onboarding for our clients
Even before a company decides to work with us, during discovery calls, we ensure that we understand all of their requirements and specific business needs. We offer more than plain demo sessions. Our team asks detailed questions to find out what an organisation wants to do and what its main problems are. After that, we create a customised solution, a “prototype” of what the actual onboarding would look like. Then, we present it to our prospects to inspire how their future process could feel.
Once an organisation decides to become our client, we offer training to their employees who will be using the platform. After the whole onboarding process is created, according to their exact needs, they continue using it themselves, without needing our help. However, most of our clients continue working with us long-term because they usually add new services and products, and also often need to adapt to regulations. Our team conducts weekly or monthly meetings with clients, ensuring that their onboarding fits their changing business and stays effective.
Moving forward
At Atfinity, we’re dedicated to improving the lives of our users. We’re always working on adding new features and making the experience smoother. Soon, we’ll be introducing a special integration marketplace and an easy-to-use wizard for our clients. With these upgrades, our clients can offer onboarding processes right from their websites. They can also send links to their customers, so they can review information or make changes themselves. These upgrades will improve customer experience while further automating the end-to-end process.
Expanding our reach
Winning at the WealthBriefing Awards will enable us to be more visible to decision makers who are looking to fulfil their onboarding needs. It shows everyone that we’re a leader in this specific category, and we’ll be able to reach even more people. Overall, we believe that we can help financial institutions deliver state-of-the-art onboarding journeys that fit exactly to their business models. And we are looking forward to collaborating with more organisations on having great onboarding experiences.
Book your demo today and see why leading financial institutions
worldwide trust Atfinity to drive their digital transformation.
Book your demo today and see why leading financial institutions worldwide trust Atfinity to drive their digital transformation.