Clarify complex
Succession cases in an instant
The fastest way to answer complex and
country-specific Succession cases
Every wealth manager is dealing with dozens of difficult Succession cases every year. And still, most financial institutions are struggling with complex situations such as the death of a client domiciled abroad.
Relationship managers do not know who is entitled to obtain information about the client relationship.
Business relies on unclear or outdated legal information from previous Succession cases.
It is unclear which country-specific legitimating documents involved parties must present.
Legal teams spend precious budget on clarifying Succession requirements with local lawyers on a case-by-case basis.
Access up-to-date and verified Succession information and document samples
for 50+ jurisdictions through our easy-to-use Assistant App.
Learn within seconds who is entitled to obtain information about the client relationship.
Business and legal teams can rely on verified legal information even for complex succession cases.
Understand which country-specific legitimating documents involved parties must present and access sample documents.
Save time and resources by subscribing to a cost-efficient legal service.
Detailed guidance for Succession cases in 50+ jurisdictions
Access guidance maintained by leading regulatory providers through our digital Succession Assistant.
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Broad market coverage
Solve your Succession cases based on verified and highly detailed legal information for 50+ jurisdictions.
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Dynamic and highly detailed
Determine who is entitled to disposition rights (e.g. heirs, executor, notary or others) and understand which legitimating documents the involved parties must present (incl. local term, formal requirements).
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Access sample documents
Access sample documents for most countries and instantly clarify the legitimacy of documents presented to you.
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Multi-language
Guidances can be queried in all major languages, including simplified Chinese.
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Verification possibility
Where business users have access to the Succession Assistant App, legal teams can optionally review answers provided through a verification workflow.
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Built-in audit trail, confidentiality and security
Enterprise-ready security infrastructure with history and audit log functionality. Also, your requests will never be used for the training of large language models.
All you need to manage Succession cases in an efficient and compliant manner
Succession Assistant
Provide employee access to up-to-date Succession guidance through a web-based Assistant App answering complex Succession questions within seconds.
Governance Hub
Access sample documents and manage access rights for your organisation at a granular level.
Monitoring Hub
Monitor usage of the Succession Assistant App across different teams. Review and verify answers, train the result quality and rely on our full audit trail, ready for auditors and regulators.
Succession API or Agent
Integrate the Succession Assistant into your existing business processes and tools through REST API or MCP.
What clients say about our solution
Leaders in financial services, compliance and technology.
Andreas Meier
Head of Governance Systems, Raiffeisen Schweiz Genossenschaft
The digitalisation of our governance systems is the key to effectively supporting Raiffeisen Group in complying with regulatory requirements in our day-to-day work. In collaboration with Apiax, a competent and innovative partner, we are transforming complex regulations into user-friendly digital solutions. Apiax has been a valuable partner in our digital transformation journey. We are confident that their expertise and innovation will continue to help us meet future challenges.
Jérémie Nusbaum
Senior Compliance Officer, PostFinance
As an experienced provider of regulatory solutions, Apiax has played a key role in helping us to efficiently overcome the specific cross-border challenges in the universal banking business.
Ertugrul Tüfekci
Partner, KPMG Financial Services
Our longstanding partnership enables global financial service providers to receive a state-of-the-art automated solution in all aspects of cross-border compliance.
Getting started is easy
Contact us now and learn more about the Apiax solution.