Apiax's seven steps towards compliant investment advice in the digital age

Resource - 28/09/2020 : banking, compliance, fin tech, legal tech, reg tech, Risk & Compliance

Over the past decade, financial service providers have had to keep up with a rapidly expanding regulatory environment. 

The current situation exposes financial institutions to fines, penalties and reputational damages. It also weighs...

Four best practices to solve the compliance challenges of robo advisors and digital wealth management solutions, by Apiax

Resource - 28/09/2020 : banking, compliance, fin tech, legal tech, reg tech, Risk & Compliance

In this whitepaper, we show the urgent need for wealth managers to work with machine-readable regulations.
We argue that machine-readable regulations are an integral part of digital wealth management solutions and that they are becoming...

Apiax: Three steps to turning compliance into a business enabler in fund distribution

Resource - 28/09/2020 : banking, compliance, fin tech, legal tech, reg tech, Risk & Compliance

In asset management, exploring investment opportunities beyond the regional borders has become as natural as capitalising on those within them. As financial institutions seek out new growth opportunities, both institutional and retail investors...

Apiax: Wealth Management: Cross-border framework

Resource - 23/09/2020 : banking, compliance, fin tech, legal tech, reg tech, Risk & Compliance

In today’s global financial landscape, managing wealth on a cross-border basis has become industry standard. Whether looking to reach an international and mobile client base or to offer competitive investment services, opportunities often...

Apiax: Data transfer restrictions

Resource - 23/09/2020 : banking, compliance, fin tech, legal tech, reg tech, Risk & Compliance

In the digital and ever-connected business environment, the exchange of personally identifiable information (PII) happens everywhere. Management of this data can easily be subject to risk. Regulatory ambiguity and inconsistent data protection...

Apiax: Compliant and suitable investment recommendations

Resource - 23/09/2020 : banking, compliance, fin tech, legal tech, reg tech, Risk & Compliance

Today’s wealth management industry is marked by tough competition, growing customer demands and constant regulatory scrutiny. To position well in the market, firms need to deliver superior investment advice, including personalisation and...

Apiax

Network Partner - 17/09/2020 : banking, compliance, fin tech, legal tech, reg tech

At Apiax we combine exceptional legal and compliance expertise with outstanding technological capabilities. Together, we are building a lean yet comprehensive solution that will lead the legal industry into the future.

We offer law firms...

Pinnacle: Solving the problem of due diligence

Resource - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

All law firm members will be familiar with some of the frustrations around KYC and AML in the new business intake process. Many Intapp users will typically email out requests to parties for standard due diligence documents such as proof of...

Pinnacle: New Briefing Tiger Team session available to view

News Article - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

The Tiger Team has come roaring back into action, with Pinnacle once again partnering with Briefing...

Pinnacle video: How to use Intapp Time 8 when working remotely

Video - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

Want to see how a dedicated time recording solution can make life so much easier for employees working remotely when it comes to completing their timesheet?

Check out our short video highlighting how Intapp Time 8 makes quick work of time...

How Pinnacle integrated 3E Timecards with OnePlace for Marketing and tracked BD activity

Video - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

They say you can’t manage what you can’t measure, so if you want to get a proper handle on your business development activity – who is doing what for whom and with what result – that process starts with capturing time...

Pinnacle video: Intapp Time - How to capture time spend in Microsoft Teams

Video - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

Our 'Teams to Time' connector Intapp Time will automatically capture all the calls and meetings you carry out on Microsoft Teams. Like many firms come lockdown, we moved our business rapidly from using Skype for Business to Microsoft...

Pinnacle video: Client Portal for Intapp

Video - 18/08/2020 : business intelligence, change management, compliance, Consultancies, CRM, data quality management, document automation, eBilling, elite 3e, Enterprise systems, Implementation and optimisation, Finance

Our Client Portal for Intapp - Client Due Diligence feature is a secure, branded link between your firm's Intapp New Business Intake platform and your clients.

All law firm members will be familiar with some of the frustrations around...

Pulsant boosts management team with two senior appointments

News Article - 13/08/2020 : cloud technology, compliance, Cyber awareness, DDoS, Enterprise class datacentres, governance, hybrid cloud, legal it, legal technology, Private cloud, professional services, public cloud, Pulsant, Technology

Pulsant, a leading UK provider of regional data centre and cloud infrastructure services, has announced two new senior appointments.

Rob Spamer has joined Pulsant as Director of Data Centres and Demyon...

Pulsant partners with Megaport to strengthen and simplify cloud connectivity

News Article - 03/08/2020 : cloud technology, compliance, Cyber awareness, DDoS, Enterprise class datacentres, governance, hybrid cloud, legal it, legal technology, Private cloud, professional services, public cloud, Pulsant, Technology

Pulsant, a leading UK provider of regional data centre, cloud and managed services, has partnered with Megaport, a leading Network-as-a-Service (NaaS) provider, to...