Solution introduction

Automate your entire onboarding process

Atfinity gives your advisors a powerful tool that guides them through the complete onboarding process

Connect internal data sources like your CRM, pull KYC data from third-party providers and get approvals from all necessary parties before pushing data into your core systems. 

And to truly amaze your clients: create exactly fitting contracts for your clients and let them sign digitally, streamlining the entire process.

You can also rapidly digitize your onboarding journey without having to write a single line of code and leverage 200+ pre-built workflows and best practices to cut down your onboarding journey by 80 percent!

Lastly, Atfinity is endlessly flexible, being able to accommodate complex corporate structures, UHNWIs, and high-risk clients. Plus, it can orchestrate all stakeholders across front, middle and back office.

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