Empower every team with embedded compliance

Apiax enables everyone to make a sustainable contribution to the growth of the company.

Apiax for Relationship Managers

Focus on providing great customer experiences, not on regulatory compliance.

  • Act faster upon clients’ requests. Reduce your reliance on tiresome country manuals and avoid lengthy back-and-forth with the compliance team.
  • Get it done and get it right. Benefit from global coverage of the most pressing regulatory issues in the advisory business.
  • Continue to use your tools as usual – Apiax works fully integrated into your existing setup. Nothing new for you to learn.

Apiax for Compliance Officers

Enable processes and applications that are compliant by design.

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  • Liberate your schedule. Spend less time on ad hoc front-business requests, their reviews and compliance monitoring and more time on priority tasks.
  • Manage your stakeholders better. Make your compliance knowledge available digitally in the most streamlined way possible and focus on the most challenging issues.
  • Work into the hands of the front-business, risk and IT teams. Integrate your compliance knowledge into your organisation’s existing software suite to enable processes and applications that are compliant by design.

Apiax for Digital Transformation Officers

Make compliance part of your digital transformation journey.

  • Create the most efficient and agile enterprise possible. Promote digitalisation in an area that has so far been largely excluded from it: compliance.
  • Tackle one of the most pressing issues head on: regulatory non-compliance. Identify efficiencies in a business area that is continually generating rising costs.
  • Drive a digitisation project that generates value for business, risk, IT and compliance teams alike.

Apiax for Executive Officers

Support your ambitious growth plans with a digital compliance solution.

  • Focus your energy. Support your growth plans with a digital compliance solution that allows all your teams to put the customer back at the centre of their attention.
  • Tackle one of the most pressing issues head on: regulatory non-compliance. Identify efficiencies in a business area that is continually generating rising costs.
  • Unite your teams behind a holistic solution that brings together business, compliance and digitalisation perspectives.

Apiax for Marketing Managers

Turn marketing compliance into your competitive advantage.

  • Get it done and get it out there. Meet your deadlines and react immediately to market trends and needs.
  • Anticipate compliance issues and address them from the outset to stay on top of your campaigns all the way through to the compliance review.
  • Get more done. Avoid unnecessary drafts and long approval deadlines. Use the extra time to create better experiences.

Apiax for Investment Managers

Realise more investment opportunities for your clients.

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  • Get more done, faster. Realise more opportunities with less dependence on your compliance stakeholders.
  • Get it done and get it right. Benefit from global coverage of the most pressing regulatory issues in investment management.
  • Continue to use your tools as usual – Apiax works fully integrated into your existing setup. Nothing new for you to learn.

Global financial institutions are making the move to embedded compliance

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.

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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MBaer offers advisory services globally 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.

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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.

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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.

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Calliopa Capital serves clients in 12 markets immediately after inception with digital cross-border country manuals

With Apiax, Calliopa Capital was able to start serving clients in 12 countries immediately after receiving their FINMA banking licence. The Swiss family office provides fully compliant cross-border services at a fraction of the time compared to competitors working with paper-based country manuals.

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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.

Watch Apiax in action

Request a demo today and experience live how embedded compliance works for your team.

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