Atfinity

Atfinity is a no-code platform for financial institutions, used to automate, orchestrate, and optimise client processes. Atfinity makes it possible to build and deploy automated workflows tailored to unique requirements with a no-code approach.

Its suite of services enable integration of core banking systems with customer-facing applications, including onboarding, KYC/KYB/AML compliance checks, and lifecycle management, to ensure a smooth data flow and create a connected ecosystem. During new client onboardings, the API Framework links Atfinity to the CRM, ID verification provider and document software. When a new CRM record is created, Atfinity triggers ID verification and generates welcome documents upon completion.

The software is designed to meet strict security standards and is ISO27001 certified. Its technology ensures that sensitive client information is protected, and that processes adhere to industry regulations.