Unlock the benefits of embedded compliance

Apiax makes it easy for financial institutions to remain compliant in their core processes and activities.

Investment Management

Realise more investment opportunities without sacrificing risk management.

  • Instantly understand regulatory and tax implications on investment product level.
  • Embed compliance into your existing portfolio management and trade execution systems.
  • Focus on finding the ideal solution for your customer, not on compliance.
investment management boxes with results

Customer Relationship Management

Leverage embedded compliance to exceed your customers’ expectations.

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  • Instantly know what you are and are not allowed to do in even the most complicated customer interactions.
  • Integrate compliance into your preferred CRM or CLM.
  • Focus on delivering a great customer experience, not on compliance.

Marketing & Sales

Market and sell products and services in accordance with all the rules, in an instant.

  • Instantly understand what it takes for your sales and marketing activities to be compliant.
  • Make compliance part of your preferred software, including your favourite content management systems and workflow tools.
  • Focus on your business objectives, not on regulatory compliance.
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Financial institutions globally 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.

Getting started is easy

Start embedding compliance into your applications and processes with Apiax today.

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