Apiax
HQ Address
Hohlstrasse 186/188, 8004 Zurich, Switzerland
Website Address
Relevant Regions
Business introduction
Removing regulatory barriers with embedded compliance
A business enablement solution for global financial institutions
Apiax’s embedded compliance solution provides financial institutions with immediate, reliable answers to their most pressing regulatory questions—embedded into their existing systems, tools and processes. It’s the easiest, fastest way for highly regulated entities to put the client at the heart of business operations.
Financial institutions around the world use Apiax to embed compliance into their applications and processes, allowing them to overcome regulatory challenges, realise business opportunities, and reduce the cost of compliance.
Apiax: An introduction to Apiax and its offering to the wealth management market
Compliance & Regulation, Digital Platforms & Tools, Risk Analysis & Management
07/12/2020
Business Overview
Impact
Businesses of every size—from FinTechs to globally operating banks—can use our product to reach more clients in more countries and faster than ever before; reduce compliance overhead with instantly available; targeted regulatory answers; and avoid regulatory and reputational risks with clear dos and don'ts. For one of our clients, we were able to reduce the average time needed to plan a client interaction by 90%. Given increasing regulatory complexity, this is hugely important for all such organisations in order to stay competitive.
Integrations
Our easy and dynamic REST APIs allow for quick and flexible integration into financial institutions’ existing systems such as core banking systems, CRMs, or investment management software. We already partner with Temenos, Investglass and Salesforce, among others tools and systems.
Team
We have built an experienced team with leaders in sales, customer success, marketing, software engineering and product. Bringing the right people on board is crucial. Hiring locally in our target markets also plays an important role that contributes to our traction. The company now employs more than 75 employees at five locations: Zurich, Lisbon, London, Singapore, and Frankfurt.
Customers
Our users are financial institutions of all sizes who are looking to conduct and grow their businesses compliantly.
Partners
We partner with content providers to provide our clients with the most updated and trusted regulation rules.
Key Data
Year founded
2017employees
51-200offices
5Type of Clients
- Asset Managers
- Bank Wealth Managers
- Digital Wealth Manager
- Financial Advisors
Apiax Solutions
Embedded Compliance
Embedded compliance is defined as the ability to provide instant answers to regulatory questions when and where they are needed—fully integrated into financial institutions' existing infrastructure. Embedded compliance works by unifying regulatory knowledge so it can be processed from a single repository, structuring it so it can be used in any......
business needs
- Compliance & Regulation
- Digital Platforms & Tools
- Portfolio & Wealth Management Systems
- Risk Analysis & Management
Client type
client geography presence
view solutionApiax for Asset Managers
Increasing regulatory complexity combined with an increasing focus on value for money presents a major challenge for the asset management industry. Apiax gives asset managers answers to regulatory questions at the touch of a button, helping them to distribute products globally and at lower costs. We enable asset managers to focus on......
business needs
view solutionApiax for Customer Relationship Managers
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....
business needs
view solutionApiax for FinTechs
An increasing number of regulations are putting the brakes on FinTechs' ambitious growth plans and preventing them from realising their visions. Apiax provides instant answers to the most complex regulatory questions, enabling FinTechs to scale globally while keeping costs low and avoiding risk. We enable FinTechs to focus on what’s important: Scale globally Understand......
business needs
view solutionApiax for Investment Managers
Fragmented, inaccessible compliance knowledge prevents investment managers from ensuring suitability of investment recommendations, avoiding tax-harmful investments and understanding restrictions when clients are abroad. Apiax provides investment managers with regulatory and tax insights right in the tools they already use, enabling them to respond faster to customer needs and market developments while......
business needs
view solutionApiax for Wealth Managers
A growing number of regulations discourage financial institutions from doing business globally and increase costs and risks for ambitious wealth managers. Apiax provides answers to wealth managers' most pressing regulatory questions, enabling them to realise more business opportunities, while keeping costs low and risks under control....
