Atfinity

HQ Address

Elias-Canetti-Strasse 7, 8050 Zurich, Switzerland

Website Address

atfinity.swiss/

Connect with Atfinity
Business introduction

Atfinity provides a configurable platform that enables banks to automate and orchestrate complex processes such as onboarding, client lifecycle management, and loan origination

Built specifically for banks, it combines an AI Rule Engine with a No-Code Studio, allowing business teams to model and maintain their own journeys while retaining full traceability and auditability

The platform connects to existing systems—both on-premises and cloud-based—through standard and legacy interfaces, ensuring rapid deployment without replatforming or extensive IT projects. Each implementation starts from the institution’s own forms, directives, and documents, which are translated into executable rules and workflows.

The delivery follows a value-driven engagement model. Atfinity uploads existing documentation, delivers working prototypes, and iterates with client stakeholders. This approach reduces project risk, shortens delivery timelines, and enables continuous adaptation to regulatory or business change.

Atfinity is headquartered in Zurich and works primarily with private, foreign, and commercial banks across Europe. Its platform supports day-to-day operations in compliance-critical areas, helping institutions gain transparency, consistency, and operational efficiency.

 

Atfinity Solutions

Client Lifecycle Management

Rules and logic are applied consistently across all workflows, ensuring that every client interaction follows the same standards and compliance requirements. All activities are embedded directly in the process, removing the need for parallel procedures, spreadsheets, or manual workarounds. Banks can configure approval structures, review cycles, and documentation requirements within the......

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Client Onboarding

Workflows are configured from each bank’s own directives and requirements. The system ensures accurate data transfer to and from core banking platforms and external services. Real-time visibility allows users to track progress and manage exceptions efficiently. The result is a streamlined onboarding journey that reduces manual effort and cycle times while......

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Loan Originations

Eligibility, limits, and risk metrics can be calculated dynamically, while approval paths and review stages follow each institution’s governance framework. All actions and decisions are traceable, ensuring transparency and control. This approach reduces manual effort, shortens decision times, and strengthens collaboration between front office, credit, and risk teams, improving both operational......

business needs
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