MEETING PREPARATION

Prepare even the most complex client meetings in minutes

Realise more client interactions faster and with greater certainty to maximise your relationship with every single client.

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Increasing regulatory complexity burdens planning and documenting client meetings to the point where client’s needs can no longer be met.

checkmark inside green circleSolution

Actionable answers on the most pressing regulatory issues surrounding client meetings enable relationship managers to realise more client interactions at greater certainty.

Enabling relationship managers to focus on what’s important

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Meet often
Understand requirements across more jurisdictions to prepare for client meetings faster.
Add value
Propose tailored and value-added products and services even if they are highly regulated.
Minimise risks
Understand the do's and don'ts to minimise reputational and career risks.
Reduce costs
Reduce time-consuming compliance processes for tailored advice at a lower cost.

How we create value for financial institutions globally

Embedded compliance
Embed actionable compliance knowledge into any team, tool or process.
Trusted content
Tap into the regulatory knowledge of the world's leading law firms.
Broadest coverage
Cover all of your most pressing regulatory issues with Apiax.
Enterprise-ready
Approved by the world's most sophisticated financial institutions.

Built for financial service providers that want to unlock their business potential

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.

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Questions about how Apiax can fit into your business?

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