The world of cross-border regulations is complex – being compliant doesn’t have to be
inApp
The inApp offers instant, context-dependent answers on regulatory questions straight to your mobile device or computer. Ensure your company’s interactions with clients and prospects domiciled abroad are compliant and minimise cross-border risk.
WHAT MAKES INAPP SO POWERFUL?
Unrivalled regulations coverage: 190+ jurisdictions for private banking services, product placement and tax suitability, product placement and product appropriateness checks based on client's knowledge and experience.
All assets classes: Product placement and tax suitability checks for all asset classes thanks to the ISIN module and data provided by SIX.
Appropriateness check: Instant verification of financial products as per MiFID II and FinSA thanks to data provided by Prometeia.
ESG suitability: Considering client's investment preferences, provision of ESG scores for financial products through our partnership with Prometeia.
inApp rule engine: The inApp brain, which handles even highly complex client profiles and multi-jurisdictional scenarios, translating them into clear and concise advice.
Clear visualisation: Straight answers on regulatory questions based on client model, current location and cross-border situation.
Security: A stand-alone, cloud-based solution hosted in Switzerland.
Access from any device: can be used on mobile phone, tablet, laptop and/or computer.
TAKE A VIDEO TOUR OF INDIGITA'S INAPP
REGULATORY AREAS COVERED
PRACTICAL USE CASES
SEE HOW INDIGITA’S INAPP MINIMISES CROSS-BORDER RISKS
USE CASE 1
Marco, a relationship manager working for a Swiss bank, is attending a private event in Rome.
USE CASE 3
Loris, a relationship manager working for a Swiss Asset Management company.
SEE WHICH INAPP OFFER IS RIGHT FOR YOU
Three possible subscriptions:
BRONZE
Get instant answers even for complex contexts and client models, based on parameters such as :
Client domicile
Contact initiative
Contract Type
Meeting Location
Client Qualification
Knowledge & Experience
Type and number of participants
Client Tax Status
Asset Class & Product Type
Get instant answers even for complex contexts and client models, based on parameters such as :
Client domicile
Contact initiative
Contract Type
Meeting Location
Client Qualification
Knowledge & Experience
Type and number of participants
Client Tax Status
Asset Class & Product Type
Access advice on any jurisdiction
Pay-per-click option
OUR PARTNERS
WE WORK WITH OUTSTANDING ORGANISATIONS TO ELIMINATE CROSS-BORDER RISKS
