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.