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: 200 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.
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…
COMPLIANCE OFFICER IN PRIVATE BANKING
USE CASE 2
Anna, a relationship manager working for a German bank, travels to Buenos Aires...
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:
Coverage of jurisdictions for which you have an active subscription to BRP’s Private Banking Country Manuals.
You will get instant answers for non-complex contexts and client
models, based on parameters such as:
Client domicile
Contact initiative
Contract Type
Meeting Location
Client Qualification
BRONZE
SILVER
Coverage of jurisdictions for which you have an active subscription to
BRP’s Private Banking/Products Country Manuals and Tax Country Manuals.
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
GOLD
You get all the benefits of the Silver subscription plus the option to access advice on any jurisdiction not covered by your current BRP Country Manual subscriptions, on a pay-per-click basis.
OUR PARTNERS
WE WORK WITH OUTSTANDING ORGANISATIONS TO ELIMINATE CROSS-BORDER RISKS
