Content Compliance: Automate compliance requirements including disclaimers
Replace manual compliance processes with pre-approved compliance requirements for marketing and sales content. Audit-proof solution with historical changelog and analytics.
Up to 80% of wording in asset and wealth management content such as factsheets or pitch books is directly related to compliance requirements. The range of different regulations, as well as the number of different regulatory requirements, often lead to significant complexity and cost.
Compliance-related tasks when creating marketing and sales content take on average 45 minutes per document
Final compliance approval of pitch books, factsheets or similar content takes on average 5 days per document
Regulatory requirements for content compliance need to be updated manually in cumbersome disclaimer spreadsheets
Country-specific content compliance requirements are difficult to obtain and implement in existing content creation processes
Replace disclaimer spreadsheets and manual compliance reviews with a digital library of pre-approved and highly dynamic content compliance rules.
Always distribute up-to-date content compliance requirements across the whole organisation.
Approve changes, specify rollout dates and review disclaimers and other content requirements for all scenarios, products, customer types and markets.
Perform changes once and apply updated disclosures and disclaimers to all marketing documents in any language.
Integrate content compliance checks and requirements into custom business applications directly via an API (read more).
Create personalised and product-specific content that is fully compliant and has full traceability. Directly integrate content compliance requirements and monitor their usage across tools and documents.
- Transform your existing disclaimer spreadsheet into highly customisable content compliance components.
- Create one golden source of content compliance requirements.
- Subscribe to country-specific regulatory content requirements maintained by premium regulatory providers.
- Integrate digital content compliance rules into your content management system such as Seismic, marketing tools, workflow systems or in-house applications.
- Replace error-prone manual disclaimer management processes and spreadsheets with our easy-to-use content compliance app.
- Dynamically adapt disclaimers and other content compliance requirements to ever-changing business needs like new legal entities, products or languages.
- Pre-approve disclaimer versions and remain assured about their correct business usage.
- Monitor usage of disclaimers, disclosures and other content requirements across different teams and down-stream systems.
- Historical changelogs and analytics ready for auditors and regulators.
Your trusted compliance partner
Working with Apiax means working with the trusted digital compliance partner of financial institutions and consulting firms around the world.
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Unlock Apiax's disclaimer and disclosure expertise
Subscribe to industry-proven and ready-to-use content requirements including disclaimers for 50+ countries constantly updated by leading regulatory providers.
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Digitise your own disclaimers and disclosures
Let us transform your disclaimer and disclosure spreadsheets into dynamic and highly modular content compliance rules, covering all your use cases and content types.
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All languages supported
Thanks to our multi-language setup, adding new markets or languages to your marketing content is possible without changing processes.
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Efficient disclaimers thanks to variables and placeholders
Use of variables such as the current date, fund properties or distributing legal entities allows an efficient management of disclaimer and disclosure language across products and content types.
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API-first
Easily access our digital content compliance repository through our high-performing API infrastructure and ensure embedded content compliance across your organisation (read more).
We work with a wide spectrum of financial institutions, ensuring a comprehensive grasp of their unique needs and requirements.
- We prioritise data privacy and security.
- Apiax uses the highest levels of encryption and data is stored and processed in the EU or Switzerland.
- We are ISO27001 certified, affirming that we take information security management very seriously.
Getting started is easy
Contact us now and get a free demo of our content compliance solution.