The search term must be a minimum of 3 characters.

If you wish, you can further refine your search by also selecting the relevant marketplace, business need and resource type

Business Needs
Select Business Need
Resource Type
Select Search Type
research & insights from Apiax

Provide services to more clients in more countries with embedded compliance

Share this resource
company

Removing regulatory barriers with embedded compliance

View Solution Provider Profile

Connect with Apiax

solution

Apiax

For business teams Turnkey solutions for business teams that need access to compliance excellence. Apps - intuitive interfaces providing dos and don’ts on regulatory questions Chatbots - AI-driven digital assistants providing regulatory guidance For legal & compliance teams The definitive workspace for digital compliance excellence. Library - access a comprehensive repository of regulatory guidelines Governance - verify the applicability and accuracy...

view solution
by Apiax
| 03/04/2023 10:00:00

Wealth managers, are you tired of spending countless hours on compliance tasks that take time away from serving your clients?

Embedded compliance enables you to streamline your compliance procedures, reduce risk, and improve overall efficiency.

Focus on your clients, not on compliance
Embedded compliance enables wealth managers to:

  • Offer suitable investment services to clients globally and faster
  • Significantly increase relationship manager efficiency
  • Avoid regulatory and reputational risks

Focus more on clients, less on compliance – download the 'Embedded Compliance Guide' by clicking on the image below

More from Apiax

Replace manual compliance checks with embedded compliance

by Apiax | 14/02/2023 15:00:00

Would you like to focus more on clients and less on compliance? Embedded compliance enables financial institutions to replace manual compliance checks with automated checks. You, too, can save time and overachieve...

Digital cross-border compliance: the definitive guide (2022 UPDATE)

by Apiax | 29/07/2022 07:55:31

What is cross-border compliance? Business activities across borders have always been an essential pillar of the financial industry. These activities are subject to extensive controls in an increasingly stringent regulatory environment...

Necessity is the mother of invention – how wealth managers need RegTech to navigate marketing and sales compliance

by Apiax | 11/07/2022 14:59:41

Marketing and selling financial products is a highly regulated discipline, and knowing whether something is allowed is a complex but critical area of the wealth management industry. Financial promotions are a...

Learn more about the main challenges of cross-border compliance at 70+ financial institutions

by Apiax | 23/05/2022 12:00:00

Apiax has carried out a cross-border compliance survey to analyze how financial institutions ensure compliance when serving customers around the world. The findings are presented in our 2022 Cross-Border Compliance...

Connect with Apiax

Send

Thanks for connecting with Apiax

We will inform Apiax of your interest and request that they connect with you.

Please sign up to see more

Sign up or login if a Wealth Manager

Register as a Solution Provider