Document extraction
Document extraction
Tax notice, ID and account statement become structured client data.
Is the client file complete for compliance review?
Request proof of addressUpdate CRM incomeFlag expired ID
ApanaData
Turn fragmented client information into an AI-ready client context
Apana Data captures information from documents, meetings and notes, structures it into a reliable client file and makes it usable through AI.
Documents, emails and meetingsAsk your client file through AIPush actions to CRM and workflows
Ask, verify and trigger the next action
AdvisorSuite au rendez-vous de ce jour, quels documents manquent pour ce client ?
Apana AIAvis d’imposition missing. Bulletin de salaire received. Pièce d’identité validated.
Missing document detectedClient file reviewed
AdvisorCrée une tâche pour relancer le client
Apana AITask created and client notified.
Todo createdClient notified
Structured client context
HouseholdMarried
IncomeEUR 118K
AssetsEUR 1.8M
Tax statusNeeds review
How Apana Data captures client context
Online meeting
Online meeting
Transcripts and remote meeting notes become reusable advisory context.
What are the key follow-ups from this meeting?
Create advisor todoPrepare summary emailAdd objective to profile
Physical meeting
Physical meeting
Advisor notes and offline exchanges feed the same structured client file.
What should I prepare before the next appointment?
Create checklistUpdate advisory notesTrigger portfolio analysis
The structured context powers the rest of Apana
Structured client context
CRMClient records updated
ComplianceEvidence and checks prepared
AdvisorReviewed context for recommendations
FinancePortfolio follow-up uses the same data
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APANA DATA
Turn fragmented client information into an AI-ready client context
Apana Data extracts information from documents, emails, meetings and notes, structures it into a reliable client file, and makes it usable through a conversational AI assistant connected to your CRM and advisory workflows.
SourcesExtract from documents, emails and meetings
AI accessQuery client data through AI
Operational layerPush actions to CRM and workflows
EXTRACTION IS ONLY THE FIRST STEP
Extraction is only the first step
Most tools stop once data has been captured. Apana Data turns extraction into a usable client memory. Advisors can ask questions, validate information, detect gaps and trigger the next action directly from the structured context.
Extract
Capture information from documents, emails, online meetings, physical meetings and notes.
Structure
Normalize client information into a consistent data model: identity, household, income, assets, liabilities, objectives, risk profile and compliance evidence.
Act
Use the AI assistant to update CRM fields, create todos, flag missing documents and feed compliance, analysis and recommendation workflows.
CAPTURE SOURCES
How Apana Data captures client context
The extraction engine structures multi-source client information, then exposes it through AI questions and suggested actions.
Source 1 of 3
Document extraction
Tax notice, ID document and account statement are parsed into a structured client context that can immediately be queried and acted on.
Input sourceTax notice + ID + account statement
Extracted data
IdentityTax residenceIncomeAssetsDocument expiry date
AI questionIs the client file complete for a compliance review?
Suggested actions
Request missing proof of addressUpdate CRM income fieldFlag expired ID
Document extractionStructured client context
Framer image slotDocument extraction
Add your final mockup image directly in Framer.
ASK YOUR CLIENT FILE ANYTHING
Ask your client file anything
Apana Data gives advisors a controlled AI interface over structured client information. The assistant does not replace the advisor. It helps retrieve, verify and activate the right data at the right moment.
Apana copilotConversation with system actions
User
Which clients have missing KYC evidence?
AI
Sophie MartinProof of address missing
Alexandre MestreOrigin of funds review
Claire DurandKYC evidence complete
User
Show me the latest income information for Sophie Martin.
AI
Latest reviewed income: EUR 118K. Source updated from tax notice received on 19 March 2026. CRM field is synced.
Tax notice verifiedCRM synced
User
What changed since the last meeting?
AI
Three updates were detected: new income level, additional real estate asset, and missing proof of origin of funds. I can update the CRM and create a compliance task.
Update CRMCreate missing document requestOpen compliance reviewPrepare advisor summary
Structured client contextLive synced
Household
HouseholdMarried
Children1
Investment profileBalanced
Financial profile
IncomeEUR 118K
AssetsEUR 1.8M
LiabilitiesEUR 210K
Tax situationNeeds review
Review status
VerifiedID document
Needs reviewProof of origin of funds
MissingProof of address
Example prompts
Which clients have missing KYC evidence?
Show me the latest income information for Sophie Martin.
What changed since the last meeting?
Which data points should be reviewed before generating a recommendation?
Create a todo for the advisor and update the CRM.
CONNECTED TO YOUR STACK
Connected to the tools advisors already use
Apana Data connects the data layer with the operational layer. Extracted information can update business systems, feed Apana Compliance, enrich Apana Advisor, and support portfolio follow-up in Apana Finance.
ConversationApana copilot
Structured client contextShared operating layer
CRM updatesUpdated
CRM updates
Structured fields sync back to client systems without manual re-entry.
Compliance workflowReady
Compliance workflow
Missing evidence, validations and generated checks stay linked to the client context.
Advisor analysisLive
Advisor analysis
Structured data is reusable for recommendations, summaries and next-step preparation.
Finance follow-upLive
Finance follow-up
Portfolio follow-up and client monitoring start from the same reliable context.
Tasks and remindersTriggered
Tasks and reminders
The assistant can create todos, missing document requests and advisor follow-ups directly from the conversation.
WORKFLOW QUALITY
Why this changes the quality of the workflow
Client data becomes structured, reviewable and actionable instead of staying trapped in separate tools and documents.
Less manual reconstruction
Advisors stop rebuilding the same client context before every meeting, analysis or recommendation.
More reliable advice
Recommendations are based on structured, reviewed and reusable information.
Stronger compliance foundation
Missing evidence, outdated documents and inconsistencies are detected earlier.
More operational leverage
Client data becomes actionable: CRM updates, todos, document requests and workflow triggers.
SEE APANA DATA
Make client data usable, not just stored
See how Apana Data turns fragmented information into a structured client context that advisors can query, review and activate.