Automate Content Compliance requirements including disclaimers
Replace manual compliance processes with digitised compliance requirements for marketing and sales documents.
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 pitch books, factsheets or similar content takes on average 5 days per document.
Regulatory requirements for content compliance need to be updated manually in cumbersome disclaimer spreadsheets.
Country-specific content compliance requirements are difficult to obtain and implement in existing content creation processes.
Redefine disclosure management by replacing manual compliance reviews with a digital library of pre-approved Content Compliance guidelines.
Always distribute up-to-date Content Compliance requirements across the whole organisation.
Approve changes, specify rollout dates and review disclaimers and other content requirements for all scenarios, products, customer types and markets.
Perform changes once and apply updated disclosures and disclaimers to all marketing documents in any language.
Integrate content compliance checks and requirements into custom business applications directly via an API. Read more
Create one golden source for Content Compliance requirements
Transform existing disclaimer spreadsheets into highly customisable Content Compliance components for disclosures, disclaimers, risk warnings, performance footnotes and more.
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All Content Compliance restrictions covered
Apiax Content Compliance rules include restrictions for front-page and end-page disclaimers, footnotes, performance requirements, risk warnings and additional country-specific requirements.
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Precise and binary answers
Highly granular structure with precise do’s and don’ts—no grey zones. Machine-readable format and ready to integrate into any in-house process or system.
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Dynamic and scenario-specific
Content Compliance guidance covers all types of content (pitch decks, factsheets, videos, social media posts, etc.), all offering scenarios (fly-in, remote meeting, professional/retail customers, etc.) and all types of content (brand marketing, service offering, product offering, etc.).
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Customise and translate
Content Compliance rules are fully customisable to your service offering, organisational structure and legal entity framework and support translations into all major languages.
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Update service or maintain in-house
Rely on industry best practices for Content Compliance and subscribe to always up-to-date guidelines from premium content partners. Transform existing disclaimer spreadsheets into customisable content compliance components to automate and optimise business processes.
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Variables and placeholders
Variables and placeholders such as the current date, fund properties or distributing legal entities are the foundation of an efficient disclosure management framework across products and content types.
All you need to efficiently manage disclosures, disclaimers and other marketing compliance requirements
Briefing App
Replace your disclaimer spreadsheet with our smart and scenario-specific Briefing App. While creating marketing and sales content you can access verified Content Compliance requirements through this browser-based App, without the need to involve compliance teams.
Checker App
Looking to save time or even replace compliance reviews? Upload your marketing and sales content into our Content Compliance Checker App and instantly identify all unmet regulatory and branding requirements.
Governance Hub
Customise disclaimers, translate disclosures into new languages, add new legal entities or product lines with a few clicks. Pre-approve disclaimer versions and remain assured about their correct business usage.
Monitoring Hub
Monitor usage of disclaimers, disclosures and other content requirements across different teams and down-stream systems. Access historical changelogs and analytics ready for auditors and regulators.
Briefing and Checker API
Easily access our digital content compliance repository through our high-performing API infrastructure and ensure embedded content compliance across your organisation. Read more
Efficiently manage Content Compliance requirements across your organisation
Apiax Content Compliance guidance and tools can be applied to a variety of different use cases. Learn more about the use cases our customers are addressing with Apiax.
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Content Compliance Check
Ensure marketing and sales materials such as pitch books, factsheets and client presentations comply with regulatory requirements in all markets. Read more
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Email Marketing
Send compliant marketing emails to clients and prospects at scale. Read more
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Social Media Compliance
Promote tailored content in a fully compliant manner in LinkedIn and other platforms.
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Website Offering
Maximise your online product offering with dynamic compliance checks based on the website visitor. Read more
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Client Reporting
Ensure client reporting adhere to all relevant Content Compliance requirements.
What clients say about our Content Compliance solution
Leaders in financial services, compliance and technology.
Global asset manager automates the creation of disclosure and marketing materials with Apiax and FE fundinfo
To simplify the creation of marketing materials, Apiax and FE fundinfo offer a digital solution to a global asset manager. Read more
Darko Stefanoski
Law Leader at Financial Services Switzerland, EY
Apiax enables us to offer our clients a technology-enabled regulatory service. Our collaboration helps us drive change in financial services and take compliance to a new level.
Chief Data Officer
Tier 1 Asset Management firm
A digital repository for content compliance restrictions sold itself to the business once they saw compliance approvals could be granted in minutes, not days. While the technical implementation is manageable, having access to content compliance rules of each jurisdiction made it easy for everyone involved.
Health Check
Working with Apiax means working with the trusted digital compliance partner of financial institutions and consulting firms around the world. Leverage our experience in digitising regulatory requirements and integrating them into existing workflows and applications to achieve compliance-by-design.
- Project managers and engineers with broad experience in the regulatory area.
- Front-to-back understanding of financial services processes.
- State-of-the-art technology toolkit to build scalable and dependable frameworks for our customers.
- Conduct a Health Check and benchmark your current Compliance framework against industry peers.
Everything you need to know about Embedded Content Compliance
Getting started is easy
Contact us now and get a free demo of the Apiax solution.