Success stories
Credit Suisse simplifies the application of in-house policies for clients in over 90 countries
With Apiax, Credit Suisse achieves an 8-fold drop* in compliance breaches and 90% effort savings* for internal compliance support. Their over 3’500 investment experts worldwide make compliant business decisions every day with regulatory dos and dont’s flagged right in their advisory tools. (*outside-in estimate)
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Global asset manager automates the creation of disclosure and marketing materials with Apiax and FE fundinfo
To simplify the creation of marketing materials, Apiax and FE fundinfo offer a digital solution to a global asset manager.
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MBaer offers advisory services in more countries with Apiax
To offer its unique banking services globally, Apiax provides MBaer Merchant Bank with clear guidance on its most pressing regulatory issues in the advisory business.
Raiffeisen ensures tax-efficiency of discretionary mandates with Apiax
To ensure tax efficiency of their discretionary mandates, Apiax enables Raiffeisen with a periodic portfolio check covering all relevant markets.
VisionCompliance provides digital cross-border training and certification for family offices and private banks with Apiax
With Apiax, VisionCompliance offers online cross-border training with up-to-date and verified content using API access to our repository of regulatory answers, covering more than 100 countries.
Kendris boosts onboarding speed with Apiax
To onboard complex client structures more efficiently, Apiax provides Kendris with a dynamic, shareable list of AML identification and beneficial owner verification requirements.
Swisscom enables compliant crypto transactions with Apiax
To empower their automated crypto compliance services, Apiax provides Swisscom with instant answers from a bespoke crypto AML ruleset.
A technology investment that pays off
What clients say about us
Leaders in financial services, compliance and technology.
Michael Gassmann
Program Manager Applicable Offering, Credit Suisse
Together with the Apiax team, we developed a tailor-made, global solution for Credit Suisse, that ensures seamless product applicability checks within our existing core advisory and trade execution tools. We have seen substantial benefits on both the user experience and risk management side.
Millicent Larrey
Director, VisionCompliance
Apiax helped us scale our cross-border offering to provide up-to-date training for more than 100 countries worldwide.
Gion-André Lutz
Product Manager Investment Products, Raiffeisen
Apiax supports us with an easy-to-use portfolio check solution on financial instrument level, enabling our investment experts to easily identify tax-inefficient investments in a market portfolio without the need for manual clarification or tax handbooks.
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