We use Apiax digital cross-border solution both as a compliance heatmap to understand country-specific restrictions and in an intranet app allowing our 10'000+ employees to quickly clarify the do’s and don’ts per country. Cross-border rules are managed fully digital in a centralised way.
Senior Compliance Officer, PostFinance
Apiax helped us to develop a scalable solution to market our asset management services through our website and other digital channels in a fully compliant manner. Our sales and marketing teams can rely on an easy-to-use solution without the need for manual intervention by the legal and compliance team.
Former 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.
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.
Apiax helped us scale our cross-border offering to provide up-to-date training for more than 100 countries worldwide.