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Atfinity Logo

Award-winning no-code platform for process orchestration

Table of Contents

Atfinity - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

Atfinity overview

What is Atfinity?

Atfinity, an award-winning no-code platform, caters specifically to financial institutions, offering a comprehensive solution for automating, orchestrating, and optimising client processes. Distinguished by its user-friendly no-code approach, Atfinity empowers institutions to swiftly construct and implement customised automated workflows, mirroring the outcomes achieved by traditional hard-coded platforms.

This agility allows processes to be developed within days rather than months, with modifications enacted in hours rather than days, facilitating rapid adaptation to evolving needs, customer requirements, as well as market and regulatory shifts.

Through its robust suite of services, Atfinity seamlessly integrates core banking systems with customer-facing applications, spanning onboarding, KYC/KYB/AML compliance checks, and lifecycle management. This integration ensures the smooth flow of data, fostering a connected ecosystem.

During client onboarding, Atfinity's API Framework facilitates connectivity with CRM, ID verification providers, and document software. This linkage enables automated processes such as triggering ID verification and generating welcome documents upon the creation of a new CRM record.

In addition, our End User Wizard makes it so that customers can easily self-serve and go through key processes such as onboarding, further boosting efficiency while also lowering the rate of error and creating a seamless user experience.

Its technology safeguards data integrity and confidentiality by adhering to stringent security standards. Atfinity is ISO27001 certified, guaranteeing the protection of sensitive client information at all times.

Starting price

CHF
40000usage based /
per month

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Atfinity reviews

Overall rating

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No reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.00/10
Rating distribution

5

4

3

2

1

0

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Atfinity's key features

Most critical features, based on insights from Atfinity users:

Activity dashboard
Activity tracking
Alerts/Notifications
API
Audit trail
Chat/Messaging
Client database
Client management
Client portal
Commenting/Notes

All Atfinity features

Activity dashboard
Activity tracking
Alerts/Notifications
API
Audit trail
Chat/Messaging
Client database
Client management
Client portal
Commenting/Notes
Communication management
Compliance management
CRM
Customer engagement
Customizable branding
Customizable fields
Data import/export
Data security
Document generation
Document management
Drag & drop
Electronic forms
Electronic signature
Form builder
Multi-Language
Onboarding
Reminders
Reporting & statistics
Role-Based permissions
Single sign on
Task management
Task progress tracking
Templates
Third-Party integrations
To-Do list
Workflow management

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Atfinity pricing

Value for money rating:

Starting from

CHF

40000

Per month

Usage Based

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Atfinity price and value

Value for money rating:

Atfinity support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Knowledge Base
Phone Support
Chat
FAQs/Forum

Training options

In Person
Live Online
Documentation
Videos

Atfinity FAQs

Q. Who are the typical users of Atfinity?

Atfinity has the following typical customers:
Small Business, Mid-size Business

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Q. What level of support does Atfinity offer?

Atfinity offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, Chat, FAQs/Forum

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