ApanaData
APANA DATA

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
TALK TO YOUR DATA

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
CAPTURE SOURCES

How Apana Data captures client context

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
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
CONNECTED WORKFLOW

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
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

Extract

Capture information from documents, emails, online meetings, physical meetings and notes.

Structure

Structure

Normalize client information into a consistent data model: identity, household, income, assets, liabilities, objectives, risk profile and compliance evidence.

Act

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.

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.

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.

Structured client contextLive synced
Household
HouseholdMarried
Children1
Investment profileBalanced
Financial profile
IncomeEUR 118K
AssetsEUR 1.8M
LiabilitiesEUR 210K
Tax situationNeeds review
Review status
ID document
Proof of origin of funds
Proof 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.