The Artificial intelligence serving wealth advisory
Apana turns your discovery meetings
into structured, compliant wealth files that are immediately usable.
Apana turns your discovery meetings
into structured, compliant wealth files that are immediately usable.
Apana turns your discovery meetings
into structured, compliant wealth files that are immediately usable.
The AI that assists
your client meetings
The AI that assists
your client meetings
The Artificial intelligence that assists
your client meetings
A client meeting shouldn’t create two hours of admin work.
Scattered notes
Information lives in notebooks, memory, and emails
Scattered notes
Information lives in notebooks, memory, and emails
Scattered notes
Information lives in notebooks, memory, and emails
Manual re-entry after meetings
CRM, compliance tools, reports
Manual re-entry after meetings
CRM, compliance tools, reports
Manual re-entry after meetings
CRM, compliance tools, reports
Loss of critical details
Nuance, intent, priorities don’t carry over
Loss of critical details
Nuance, intent, priorities don’t carry over
Loss of critical details
Nuance, intent, priorities don’t carry over
Compliance risk
Documentation rebuilt after the fact
Compliance risk
Documentation rebuilt after the fact
Compliance risk
Documentation rebuilt after the fact
Non-billable time
Hours spent outside advisory work
Non-billable time
Hours spent outside advisory work
Non-billable time
Hours spent outside advisory work
A client meeting shouldn’t create two hours of admin work.
One meeting
No re-entry
A complete KYC and wealth profile, ready to use
A complete KYC and wealth profile, ready to use
Apana turns your discovery meetings
into structured, compliant wealth files that are immediately usable.
Focus on your client.
Apana handles the rest.
Apana attends your client meetings, transcribes conversations in real time, and extracts key wealth data as you speak.
It structures the information live and provides a clear meeting thread, so nothing is missed and everything is ready to use after the call.
Apana turns your discovery meetings
into structured, compliant wealth files that are immediately usable.
Focus on your client.
Apana handles the rest.
Apana attends your client meetings, transcribes conversations in real time, and extracts key wealth data as you speak.
It structures the information live and provides a clear meeting thread, so nothing is missed and everything is ready to use after the call.
Apana turns your discovery meetings
into structured, compliant wealth files that are immediately usable.
1 - Focus on your client.
Apana handles the rest.
Apana attends your client meetings, transcribes conversations in real time, and extracts key wealth data as you speak.
It structures the information live and provides a clear meeting thread, so nothing is missed and everything is ready to use after the call.
Validated by the advisor.
Completed by Apana.
After the meeting, the advisor reviews and validates the captured information.
Apana then automatically completes the client KYC by extracting and structuring all required data from the conversation.
Accurate, compliant, and ready to use. No manual forms.
2 - Validated by the advisor.
Completed by Apana.
After the meeting, the advisor reviews and validates the captured information.
Apana then automatically completes the client KYC by extracting and structuring all required data from the conversation.
Accurate, compliant, and ready to use. No manual forms.
Validated by the advisor.
Completed by Apana.
After the meeting, the advisor reviews and validates the captured information.
Apana then automatically completes the client KYC by extracting and structuring all required data from the conversation.
Accurate, compliant, and ready to use. No manual forms.
Automatically transferred to your business tools
Once validated, the client data is automatically transferred to your CRM and wealth management software.
Apana sends structured, compliant information directly to your tools, with a native integration to Capital Explorer.
Automatically transferred to your business tools
Once validated, the client data is automatically transferred to your CRM and wealth management software.
Apana sends structured, compliant information directly to your tools, with a native integration to Capital Explorer.
3 - Automatically transferred to your business tools
Once validated, the client data is automatically transferred to your CRM and wealth management software.
Apana sends structured, compliant information directly to your tools, with a native integration to Capital Explorer.
Apana doesn’t replace the advisor.
It turns client conversations into structured, compliant, and actionable wealth data.
Spend less time on admin.
More time with clients.
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