Business introduction
Grow your business by minimising compliance frictions
Engage more clients by removing regulatory barriers in marketing, sales and relationship management
Our mission is to embed compliance into the digital economy
Apiax is a technology company that builds the compliance infrastructure for the digital world. Businesses of every size – from FinTechs to globally operating banks – use our product to bring compliance into their applications and operational processes.
At Apiax, we envision an efficient, sustainable and fair financial system where compliance is embedded in every digital transaction.
Apiax Solutions
Content Compliance
Problem Marketing compliance remains a key industry challenge because 80% of factsheet and pitch book content is related to complex and changing compliance requirements. Front-office teams struggle to quickly deliver compliant and up-to-date documents. Compliance-related tasks when creating marketing and sales content take on average 45 minutes per document. Final compliance approval of......
business needs
view solutionCross-border Compliance
Problem Due to varying regulations across jurisdictions, financial institutions face increasing complexity in offering banking and investment services to customers abroad. Client-facing teams struggle to understand local regulatory requirements when servicing customers in foreign markets. Financial institutions limit their international service offering due to a lack of country-specific regulatory know-how. Missing controls increase risks......
business needs
view solutionPolicy Compliance
Problem Providing fast and precise answers to policy questions remains a key challenge, especially for financial institutions. Policy frameworks with hundreds of different policies applicable to different departments, legal entities and jurisdictions create inefficiencies across departments. An institution with around 1’000 employees is… …dealing with more than 180’000 policy-related requests from their......
business needs
view solutionSuccession Compliance
Problem 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......
business needs
view solutionSuitability & Tax Compliance
Problem Ensuring suitability and tax compliance remains a key industry challenge for wealth managers. Due to complex and changing compliance requirements, and process limitations, client-facing teams often struggle to efficiently deliver personalised investment opportunities to clients. Complex cross-border, suitability and tax restrictions on investment product level often prevent the necessary client focus. Country-specific......
