Atfinity Description

Atfinity is a no-code platform that has won awards for its ability to automate, orchestrate and optimize client processes. Atfinity's intuitive no-code approach allows users to quickly create and deploy automated workflows that are tailored to specific requirements. The process is built in days, not months, and the changes are made within hours rather than days. This allows for rapid adaptation to changing needs and the ability to respond quickly to regulatory change.
A comprehensive set of services allows seamless integration of core banking or KYC/KYB/AML and creates an ecosystem. During client onboarding, the API Framework connects Atfinity with the CRM, the ID verification provider, and the document software. Atfinity generates welcome documents when a new CRM record has been created.
The software is certified to ISO27001 security standards and all client information will be protected at any time.

Integrations

API:
Yes, Atfinity has an API

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Company Details

Company:
Atfinity
Year Founded:
2016
Headquarters:
Switzerland
Website:
atfinity.swiss
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Product Details

Platforms
SaaS
Type of Training
Documentation
Live Online
In Person
Videos
Customer Support
Phone Support
Online

Atfinity Features and Options

Loan Origination Software

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

AML Software

Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List

Atfinity Lists