Full lifecycle embedded compliance solution
Apiax enables financial institutions to manage the entire lifecycle of embedded compliance so that everyone can contribute to a compliant and efficient enterprise.
Turnkey solutions for business teams that need access to compliance excellence
Intuitive interfaces providing dos and don’ts on regulatory questions
- Easily answer regulatory questions for asset management, wealth management, investment banking and retail banking activities.
- Assess the suitability and tax efficiency of investment proposals and automatically generate compliant disclaimers for marketing materials.
- Full audit trail of activities stored in activity log for easy monitoring of business behaviour.
AI-driven digital assistants providing regulatory guidance
- Have insightful conversations regarding the provision of cross-border banking services as well as internal policies and guidelines.
- Your conversations are based on cross-border rules that are always up-to-date and verified or any document made available to the chatbot.
- Your conversations are logged and can be verified. The source of responses can be traced.
The definitive workspace for digital compliance excellence
Access a comprehensive repository of regulatory guidelines
- Easily access all the resources that you have subscribed to or created on your own.
- Your starting point for governance, validation and approval tasks.
Verify the applicability and accuracy of your content
- Manage resources and access to resources: stay in control of your digitally empowered compliance framework.
- Use review and approval tools to ensure that everything meets your standards and nothing goes live without your approval.
Real-time analytics on business operations
- Easily understand how business teams are using Apiax: access activity log going back more than 10 years.
- Monitor activities to find relevant information and accomplish your control tasks.
- Export into your preferred file format for easy sharing and further analysis.
Powerful toolset to build and adapt digital regulatory rules
Build, customise and deploy regulatory rules
- No-code environment to build, customise and deploy regulatory rules: the starting point for embedded compliance.
- Advanced validation and collaboration tools allow you to verify that rules are in line with your expectations.
Organise and understand relationships among legal terms
- Use standardised vocabulary across jurisdictions to ensure consistent interpretation of regulatory requirements across your organisation.
- Customise taxonomy terms to better reflect the language of your organisation.
Embed compliance into existing tools and processes
Embed compliance into existing tools and processes
- Leverage our innovative, well-documented and well-tested API to integrate digital regulatory rules into your systems.
- Our API is based on proven technologies such as REST, OpenAPI, OAuth2 and mTLS that offer powerful developer tools, best-in-class performance and state-of-the-art security.
Centralised hub of integration knowledge and guidelines
- Product documentation: learn about Apiax products, digital compliance rules, onboarding, and more.
- For developers: learn about the Apiax APIs, access integration guides, and more.
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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