Highlight regulatory restrictions for relationship managers right in their CRMs to enable an improved customer experience.
Fragmented, inaccessible regulatory compliance knowledge prevents relationship managers from providing better client onboarding experiences, understanding regulatory restrictions for servicing clients and avoiding error-prone post-activity compliance monitoring.
Apiax flags regulatory implications for relationship managers right in their CRMs, enabling fast and controlled processes that improve client experience.
Apiax’s embedded regulatory compliance software enables relationship management to deliver tailored services to clients faster than ever before.
Financial institutions using embedded compliance grow revenue and act faster while reducing manual processes and compliance risks.
Apiax integrates seamlessly with leading tools in client lifecycle management.
Start embedding compliance into your applications and processes with Apiax today.
DOWNLOAD NOW >> The Guide to Embedded Compliance (2023 Edition)