Business process optimisation powered by our AI Rule Engine
Atfinity connects people, directives and systems into one governed layer that turns forms and rules into consistent, executable UI-enabled processes, with full traceability and control.
25+
International Banking Institutions use our Swiss-engineered technology.
ISO 27001
Certified, with bank-grade security and compliance.
Multi-award winner
Best Onboarding Solution 2024 and 2025.
Trusted by Leading Financial Institutions
60k+
capacity reclaimed
80+
fewer data re-entries
<6
months payback
Business and technology move in sync
The Deterministic Rule Engine behind every workflow
Atfinity’s Rule Engine converts your forms and checklists into governed, deterministic logic. You define the outcomes while the engine determines the next required step automatically. No coding, no analysts building complex flowcharts, while still giving teams a clear, governed view of how every process runs.
Automatically calculate the best path through any process to reduce friction and errors.
Version control for safe change management and confident iteration.
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Auto-determine optimal API and system call timing for smooth execution.
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Audit logs for every decision path to ensure full traceability and trust.
Automation that absorbs banking complexity
Workflow and Case Orchestration
Automate routing, approvals, escalations and exceptions through no-code orchestration tools. Support multi-role approvals, triggers and structured handoffs.
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Wizard Builder and Client Data Collection
Generate guided, white-label experiences for clients, advisors and third parties. Adapt dynamically to context and capture structured data securely at scale.
Document Engine and e-Signatures
Use existing PDFs or generate dynamic documents with ADX. Conditional logic, multilingual output and signatures included.
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Dashboards and Process Insights
Monitor cases, queues, KPIs and operational performance in real time.
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Atfinity’s technology connects business, operations and clients
Case Manager
For operations, relationship managers, compliance and risk teams to monitor processes, trigger actions and review complete audit trails.
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End-User Wizard
For clients, advisors and third parties to complete guided, secure, adaptive digital journeys that match your brand and regulatory needs.
No-Code Studio
For business users to configure workflows, rules and policies independently, making changes quickly while keeping every update structured and governed.
A single logic layer for every system.
Atfinity connects through open APIs, webhooks and pre-built connectors. It fits alongside your systems without disruption and ensures consistent logic and data flow across the ecosystem.
The Rule Engine validates every transaction and ensures all systems operate under the same explainable logic.
Deployment engineered for certainty, speed and zero disruption
Continuous change without projects
Update rules, workflows and logic in hours, without IT backlogs or rework.
Bank-grade security & compliance
Dev/Test/Prod environment isolation, versioning, simulation and full auditability for every change
Zero-disruption rollout
Deploys alongside existing systems with no replacements, migrations and downtime.
Live in 6–12 days
From artefacts to a governed, working orchestration in days, not months.
From onboarding to offboarding, launch automated workflows in weeks
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Focused on outcomes - Not noise
Deterministic AI
Built for banks, simple to adapt and designed in a way that regulators approve.
Fast ROI
Go live in days, achieve payback in under 6 months, without IT backlog.
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Modular by Design
Start with what matters most, expand as you go, reuse everything.
Turn complexity into progress!
See what Atfinity can do for you.
Whether you're exploring, evaluating, or ready to build, we'll meet you where you are.
