menu

Embed compliance into your day-to-day activities

Join financial institutions around the world that implement embedded compliance solutions to put growth back at the heart of business operations.

Improve the business processes most burdened by compliance

AI POLICY SIMPLIFICATION
Transform access to compliance policies with AI
Go to use case
EMAIL MARKETING
Effortlessly run compliant email marketing campaigns at scale
Go to use case
ESG INVESTING
Easily offer sustainable and responsible investments
Go to use case
MARKETING MATERIALS CHECK
Ensure marketing and sales materials comply with regulatory requirements
Go to use case
PRE-TRADE COMPLIANCE
Execute client trades immediately without skipping the compliance checks
Go to use case
WEBSITE CHECKS
Display tailored, compliant online product offerings for each individual website visitor
Go to use case
INVESTMENT SUITABILITY CHECKS
Provide suitable investment solutions to any client globally
Go to use case
TAX-EFFICIENT INVESTMENT ADVICE
Use tax impact information to offer tax-efficient products and services
Go to use case
CROSS-BORDER TRAINING
Train your team to stay compliant in even the most complex cross-border situations
Go to use case
CROSS-BORDER FUND DISTRIBUTION
Accelerate cross-border fund distribution with embedded compliance
Go to use case
MEETING PREPARATION
Prepare even the most complex client meetings in minutes
Go to use case

Financial institutions worldwide are adopting embedded compliance right now

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)

credit suisse logo
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.

mbaer logo
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.

kendris website
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.

swisscom website
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.

New! Content Compliance Black Book: Technology-enabled approaches to managing Content Compliance

Got it!
X