Indigita adds a cross-border search tool to its inApp product line

Finance professionals can now receive real-time, accurate and effective regulatory guidance on customer engagement scenarios with any version of inApp.

Swiss company Regtech Indigita has introduced a new version of its inApp solution, refined to help financial advisers reach out to potential cross-border clients. Finance professionals can now receive real-time, accurate and effective regulatory guidance on customer engagement scenarios with any version of inApp. This will allow them to develop their international activities safely and appropriately.

Acquiring new customers abroad is associated with many regulatory pitfalls and can create significant risks for financial institutions. Compliance in an increasingly complex regulatory environment has become a challenging task that often slows business growth. With inApp, Indigita provides an easy-to-use digital solution that helps financial advisors address regulatory issues during the search phase, enabling them to use cross-border business opportunities efficiently and as required. Powerful search capabilities are now available for the entire inApp product line, including the inApp Bronze version.

InApp’s search functionality gives financial institutions and resellers clear, instant guidance on whether to approach a potential client and how to approach a potential client in light of the latest rules. This includes detailed information on the type of documentation they can provide to the potential client, such as general information about the company or marketing materials, as well as whether they are entitled to provide investment advice. To obtain the necessary information for a specific client scenario, the user only needs to enter a basic set of information, which consists of the potential client’s place of residence, qualifications and location abroad.

Implementing search capabilities in the inApp product line allows you to fully manage the life cycle of customers in all versions, including inApp Bronze. All publications cover regulations on private banking, asset management and lending services, and enhanced versions of inApp Silver and inApp Gold provide additional guidance on product placement, product suitability and tax adequacy, and can model even very complex models. cross-border customers. and situations. At the Wealth Briefing Swiss External Asset Management Awards 2022, Indigita received the Best Solution for Compliance award for its inApp solution.

To provide the latest and most complete advice, inApp draws on the regulatory knowledge contained in the country tables published by BRP Bizzozero & Partners SA in more than 190 jurisdictions. The program is standalone and requires no effort to integrate, it is located in a secure Swiss cloud infrastructure and is accessible from any device, including laptops, smartphones and tablets. InApp is part of Indigita’s wide range of cross-border and compliant digital solutions.