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
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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.

Up to 4h

to collect client information

Client information collection can take up to 4h per file.

5+ tools

per advisory practice

Context is fragmented across the stack instead of living in one operational memory.

30 to 40%

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 completedNew
Family objective
Prepare donationsUpdated
Available cash
EUR 1.4MVerified
Missing docs
Share sale deedPending
Step 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.

Apana CopilotGrounded in client file history
User

What changed since the last meeting?

Copilot

Three changes were detected: a property sale in Lyon, a new life insurance subscription and a retirement objective over 12 years. I also flagged two missing documents before recommendation work starts.

User

Which files are missing KYC evidence?

Copilot
Claire MartinProof of address missing
Alexandre MestreLatest tax notice missing
Sophie MartinKYC evidence complete
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.

Stops at output
Typical AI note-takersTranscript layer

Typical AI note-takers

-Transcript
-Summary
-Action items
-Manual CRM update
Builds reusable context
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 captures

Captures and structures client reality.

Step 2Analyze

Advisor

Advisor analyzes

Turns structured facts into sourced advice.

Step 3Secure

Officer

Officer secures

Secures CRM, compliance and execution.

One pipeline. No re-entry. No lost context.