Digitise your client base.
Scanned PDFs, handwritten forms and decades of KYC documents, turned into structured data your team can trust.
Your client files still live on paper.
In wealth management, most client files were never designed to be read by a machine. Account opening forms filled in by hand, scanned PDFs, documents collected over decades and stored in archives.
Every periodic review starts with someone retyping them. Relationship managers copy fields by hand, compliance officers recheck entire files, and the CRM only ever holds part of the picture.
From document to structured data.
OCR + AI extraction
The Copilot reads PDFs, scans and handwritten forms and extracts every relevant field.
A confidence level on every field
Each extracted value is marked as confident or flagged for review. Nothing is validated blindly.
Human review, only where it matters
Your team reviews the exceptions, not entire files.
Complex structures, created instantly
Individuals, joint accounts, companies, foundations and trusts are created with their related parties.
Every type of relationship.
One extraction, three outcomes.
Digitise your existing client base
Convert your archive once and properly, and work from digital files from then on.
Run your periodic review digitally
Start the next review cycle from data you can trust, not from paper.
Feed your CRM or core banking system
Map the data to your own model and push it via API.
Mapped to your model. Pushed via API.
Extracted data is mapped to your own data model, then pushed to your CRM or core banking system via API. Your systems stay the source of truth, in your format.
Your data. Your cloud. Your AI.
Client data stays secured and under your control. The Copilot runs on the cloud and the AI models of your choice.
Built for regulated finance.
Banks, external asset managers and financial institutions that want to modernise their client data without starting from zero.
Relationship managers stop retyping. Compliance officers review exceptions, not entire files.
See it on your own documents.
Send us one of your client files and we will show you what the Copilot extracts from it.