Atfinity
Award-winning no-code platform for financial institutions. Automate client processes quickly and retain maximum flexibility.
What is Atfinity?
Atfinity, an award-winning no-code platform for financial institutions, automates and optimises client processes efficiently. Its intuitive approach allows rapid creation and deployment of tailored automated workflows, reducing build times from months to days and allowing changes to be made within hours instead of days, ensuring swift adaptation to evolving needs and regulations. Offering seamless integration with core banking systems and KYC/KYB/AML compliance tools, Atfinity fosters a connected ecosystem. During onboarding, its API Framework links with CRM, ID verification, and document software, automating ID verification and document generation upon CRM record creation. ISO27001 certified, Atfinity prioritises stringent security standards, safeguarding client information at all times.
Categories
Features
Activity Dashboard
Client Management
Client Portal
Communication Management
Document Management
Onboarding
Reporting & Statistics
Task Management
Third-Party Integrations
FAQ
The official website of Atfinity is https://atfinity.swiss/
Atfinity belongs to the Client Onboarding category.
Atfinity offers features such as Activity Dashboard, Client Management, Client Portal, Communication Management, Document Management, Onboarding, Reporting & Statistics, Task Management, Third-Party Integrations.
No, Atfinity does not offer a free trial.
Need help choosing this software?
Have questions about features, pricing, integrations, or implementation? Send an enquiry to the vendor and get the information you need.
Pricing
Starting at:
SWISS FRANC (CHF)40000/usage based
Free Trial Available