
Atfinity is a no-code, AI-powered process automation platform designed for the banking and financial services industry. It streamlines complex processes such as client onboarding, KYC/KYB, loan origination, and client lifecycle management, enabling financial institutions to achieve operational excellence. The platform integrates with existing IT systems and offers pre-built templates and compliance features tailored for finance. Atfinity differentiates itself by allowing non-technical teams to configure and deploy processes rapidly without coding, boasting features like an AI-powered rules engine and automatic compliance. It has automated over 200 processes and manages over 50,000 client relationships across more than 50 global banks. The company emphasizes rapid deployment, adaptability, and integration, aiming to accelerate revenue and reduce manual efforts significantly.

Atfinity is a no-code, AI-powered process automation platform designed for the banking and financial services industry. It streamlines complex processes such as client onboarding, KYC/KYB, loan origination, and client lifecycle management, enabling financial institutions to achieve operational excellence. The platform integrates with existing IT systems and offers pre-built templates and compliance features tailored for finance. Atfinity differentiates itself by allowing non-technical teams to configure and deploy processes rapidly without coding, boasting features like an AI-powered rules engine and automatic compliance. It has automated over 200 processes and manages over 50,000 client relationships across more than 50 global banks. The company emphasizes rapid deployment, adaptability, and integration, aiming to accelerate revenue and reduce manual efforts significantly.
Product: Swiss no-code, AI-powered process automation platform for banks (KYC/KYB/AML, onboarding, reviews, loan origination)
Customers / scale: Deployed at 50+ banks; manages 50,000+ client relationships (company claim)
Security & compliance: ISO 27001 certified; regulator-ready workflows
Founding: Founded 2016 in Zürich by Alexander Balzer (CEO) and Thorben Croisé (CTO)
Banking and financial services process automation for client onboarding, KYC/KYB/AML, client reviews and loan origination.
2016
Financial services / RegTech / Process automation
“Investors/partners listed by the company include KALEIDO, BBVV, Radicant, Banque Internationale à Luxembourg, HBL Bank UK and Bitcoin Suisse; company states it has been EBITDA-positive and organically funded since 2019.”