to collect client information
Client information collection can take up to 4h per file.
APANA COPILOT
Save hours on every client file.
Apana Copilot captures meetings, emails and documents, then turns scattered client information into a structured wealth file ready for CRM, advice and compliance.
Structured wealth context
Objectives
Risk profile
Real estate
Investments
Next steps
CRM & compliance ready
THE PROBLEM
Client information is everywhere. Usable context is not.
Meetings, emails, PDFs, notes, attachments and legacy CRM fields all contain useful client signals. But they rarely become structured, reusable data.
per advisory practice
Context is fragmented across the stack instead of living in one operational memory.
of advisor time lost in CRM re-entry
Rebuilding and re-entering data keeps eating productive advisory time.
APANA COPILOT
Never lose client context again.
Turn every interaction into structured wealth data — ready for advice, CRM and compliance.
Step 1
Capture
Meetings, emails, documents and attachments.
Step 2
Extract
Recent events, income, assets and missing evidence become source-linked fields.
In-person meeting captured
Advisor: During today’s office meeting, let’s review the sale of your family business.
Client: The sale is completed and we want to redeploy part of the proceeds.
Advisor: Is wealth transfer still a priority for the family?
Client: Yes, especially preparing donations for our two children.
Liquidity event
Business sale completedNewFamily objective
Prepare donationsUpdatedAvailable cash
EUR 1.4MVerifiedMissing docs
Share sale deedPendingStep 3
Organize
The client file and CRM actions are prepared for review, advice and compliance.
Client file
HouseholdCouple, 2 children
IncomeExisting
AssetsCash event to allocate
ObjectiveTransmission planning
Risk profileTo validate
CRM actions
Log meeting contextDone
Prepare donation scenariosAdvisor
Request sale deedPending
Create follow-up taskRequired
ASK YOUR CLIENT FILE ANYTHING
Find the right client context in seconds.
Because Copilot structures every interaction, advisors can retrieve facts, changes and follow-ups without reading through notes, transcripts or PDFs.
Example prompts
Which clients need a follow-up before month-end?
Where do we still have missing source documents?
Which households mentioned a liquidity event recently?
Show me clients with insurance contracts to review.
No transcript digging. No memory gaps. No manual search across tools.
EARLY DIFFERENTIATION
Not another AI note-taker.
For wealth advisors, Copilot starts where a note-taker starts, then turns captured client conversations into a structured client file.
Typical AI note-takersTranscript layer
Typical AI note-takers
Transcript
Summary
Action items
Manual CRM update
Apana CopilotMemory layer
Apana Copilot
Wealth-specific extraction
Source-linked fields
CRM enrichment
Advisor-ready context
Apana Copilot is the note-taker for wealth advisors, but it does more: it becomes the memory layer of the practice.
TRUST AND COMPLIANCE
Built for regulated wealth workflows.
Designed for sensitive client data, regulated advisory processes and audit-ready operations.
EU-hosted data
Infrastructure and workflows designed for wealth teams handling sensitive client information.
GDPR-ready workflows
Operational flows are built for controlled data handling, review and follow-up.
Recorded consent
Client interactions can remain tied to the operational record.
Source-linked extraction
Each important field can stay attached to the underlying source.
Audit-ready history
Changes and downstream actions remain traceable over time.
Configurable AI models
Firms can adapt the model layer to their security and operating constraints.
APANA SUITE
Copilot is where the Apana workflow starts.
Copilot creates the structured context that powers advice, CRM and compliance workflows.
Step 1Capture
Copilot
Copilot capturesCaptures and structures client reality.
Step 2Analyze
Advisor
Advisor analyzesTurns structured facts into sourced advice.
Step 3Secure
Officer
Officer securesSecures CRM, compliance and execution.
One pipeline. No re-entry. No lost context.