The Apiax Newsletter: April 2024
Welcome to the first Apiax Newsletter of 2024. Here we dive into how financial services can best leverage Embedded Compliance , the latest Apiax news and more!
Cross-border ChatBot
According to our latest Cross-border Black Book more than 50% of wealth managers are still struggling with understanding complex country-specific cross-border marketing restrictions.
Now, in addition to Apiax's standard Apps and their yes-or-no results, you can ask our AI-powered Apiax Cross-border ChatBot any complex cross-border scenarios directly from your desktop or mobile device via a simple conversational and responsive interface.
This is an excerpt of our quarterly Newsletter. To get the complete newsletter, please subscribe to The Apiax Newsletter .
Coverage of Cross-border Investment Banking Rules
Besides wealth and asset management, Apiax also offers cross-border rules for all relevant investment banking activities for 50+ markets.
Rules provided by the Apiax Cross-border Apps include services such as M&A businesses, Capital Market Transactions in the primary and secondary market, preparing and executing IPOs etc. Although services such as marketing activities may have overlapping results with wealth and asset management, since there are different given contexts, the results also vary.
Partnership News
AI Policy Assistant, a Microsoft partnership
The Apiax AI Policy Assistant has been officially launched and is supporting financial institutions to navigate internal policy queries and complex cross-border requests with ease and precision.
The generative AI solution was created in collaboration with Microsoft's Azure OpenAI services, and ensures instant, precise, and verified answers to policy queries in a dynamic conversational format.
Apiax joins the OpenWealth Marketplace
Apiax has joined Synpulse’s OpenWealth Marketplace , a one-stop-shop platform where technology providers and financial institutions meet.
As a regulatory technology provider, this collaboration enables us to bring our solution closer to the wealth managers who need a compliance solution to minimise cross-border risks and efficiently address other regulatory challenges.
Community & Events
Business lunch with Apiax partner Seismic in Zürich
In January, we hosted an exclusive Business Lunch with Seismic as part of their Lunch & Learn series, which brought together professionals from wealth and asset management firms.
The discussions centred around the full potential of using Embedded Compliance and how by using Apiax together with Seismic, marketing and client-facing teams are able to access automatically generated disclaimers for the creation of marketing materials .
Best Office Decor Award at Apiax Lisbon Office
The Apiax Lisbon office was awarded the “Best Office Decor” by the FinTech House Portugal where our office is situated. This recognises our efforts to create a vibrant and welcoming workspace for our team.
Can you spot the famous Portuguese icon in the background?
NEW RESOURCES
Introducing the Cross-border Black Book 2024
The results from the annual Apiax Cross-border Compliance Survey are out, and we share the findings in the Cross-border Black Book 2024 ! Click on the image above to download.
Rule-based vs. Generative AI-based compliance
Dive into the differences between Rule-based compliance and a Generative AI-based framework . Learn about the features of both compliance frameworks, their benefits, and the best suitable use cases under each.
This is an excerpt of our quarterly Newsletter. To get the complete newsletter, please subscribe to The Apiax Newsletter .