Increase the effectiveness of policies with the power of AI
Transform your text-based policy repository with an AI-powered Policy Assistant answering complex compliance questions within seconds.
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 employees per year.
…investing more than 3’700 person-days per year for employees to clarify policy-related questions across departments.
…generating an average of 5’000 policy-related follow-up clarification requests for their Compliance teams.
…investing more than 450 person-days per year by Compliance teams to answer policy-related follow-up clarifications.
Leverage the latest technology to replace your text-based policy repositories with an intelligent Policy Assistant. Improve operational efficiency and at the same time reduce compliance risk with a guided and fully monitored AI Policy Assistant.
Save time for your employees and leverage AI to get accurate answers to complex policy questions in seconds.
Let technology provide precise answers to country- or department-specific policies.
Satisfy compliance needs with a complete activity log, an audit trail, and a verification layer to monitor answers provided by the assistant.
Rely on content extraction trained for compliance policies and improve the Policy Assistant by verifying its answers.
Create one golden source for policies, handbooks and Compliance manuals
Transform your existing text-based policies into a smart repository of policy requirements accessible to our next generation AI policy assistant.
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Generative AI built for compliance
Our pre-trained models are built for compliance and regulatory use cases, delivering more nuanced and accurate results than base models.
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Optimised for complex organisations
Manage complex frameworks with hundreds of policies and overlapping policy scopes for different countries, legal entities or business units.
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Built-in confidentiality and security
Your policies will never leave our environment and will never be used for the training of large language models.
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Self-learning and optimised for policies
Our models apply policy-optimised retrieval-augmented generation and learn from user feedback as well as the verification process.
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State-of-the-art data privacy and security
We prioritise data privacy and security. Apiax uses the highest levels of encryption and can store and process data in a local data center (e.g. in the EU or in Switzerland).
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Combine policy rules with policy documents
If you already have a rules-based compliance framework, you can leverage your compliance rules to enable deterministic, binary responses in a chatbot environment.
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Multiple sources and documents supported
Connection to different document repositories and various formats supported such as PDF, Word, Excel, HTML.
All you need to efficiently manage compliance across departments and markets
Policy Assistant App
Provide employee access to your personalised web-based chatbot answering complex compliance questions within seconds.
Governance Hub
Configure one or multiple chatbots, associate policies with them, and manage access rights to your chatbots and their content at a granular level.
Monitoring Hub
Monitor usage of the Policy Assistant across different teams and down-stream systems. Review and verify answers, train the result quality and rely on our full audit trail, ready for auditors and regulators.
Policy Compliance API
Integrate the Policy Assistant into existing business processes and tools via API.
What clients say about our Policy Compliance solution
Leaders in financial services, compliance and technology.
Andreas Meier
Head of Governance Systems, Raiffeisen Schweiz Genossenschaft
The digitalisation of our governance systems is the key to effectively supporting Raiffeisen Group in complying with regulatory requirements in our day-to-day work. In collaboration with Apiax, a competent and innovative partner, we are transforming complex regulations into user-friendly digital solutions. Apiax has been a valuable partner in our digital transformation journey. We are confident that their expertise and innovation will continue to help us meet future challenges.
Jérémie Nusbaum
Senior Compliance Officer, PostFinance
As an experienced provider of regulatory solutions, Apiax has played a key role in helping us to efficiently overcome the specific cross-border challenges in the universal banking business.
Ertugrul Tüfekci
Partner, KPMG Financial Services
Our longstanding partnership enables global financial service providers to receive a state-of-the-art automated solution in all aspects of cross-border compliance.
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 Policy Compliance
Getting started is easy
Contact us now and get a free demo of the Apiax solution.