Atfinity Description

Atfinity is a celebrated no-code platform tailored specifically for financial institutions, enabling them to automate, orchestrate, and enhance client processes effortlessly. With its user-friendly no-code framework, Atfinity allows for the rapid creation and deployment of customized automated workflows, addressing unique needs efficiently. This innovative approach facilitates the construction of processes in mere days rather than months, while modifications can be implemented within hours instead of days. Such agility ensures that organizations can swiftly adapt to changing demands and respond promptly to regulatory shifts. Furthermore, Atfinity boasts a robust suite of services that ensures smooth integration with core banking systems as well as KYC, KYB, and AML tools, fostering a cohesive operational ecosystem. During the onboarding of new clients, the API Framework effectively connects Atfinity with CRM systems, ID verification providers, and document management software. When a new client record is established in the CRM, Atfinity automatically initiates the ID verification process and produces welcome documents upon its conclusion. The platform adheres to stringent security protocols, being ISO27001 certified, ensuring that client information remains safeguarded at all times. Ultimately, Atfinity empowers financial institutions to streamline their operations while maintaining the highest standards of security and efficiency.

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
Web-Based
Types of Training
Training Docs
Live Training (Online)
In Person
Training Videos
Customer Support
Business Hours
Online Support

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
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