Solution introduction

Stop wasting time on manual client work. Apollo connects to your CRM and PMS to auto-generate onboarding, compliance and KYC documents, prepare tailored meeting briefings and debrief notes straight into your systems, allowing Swiss EAMs to cut admin work in half

Discover Apollo, Swiss-hosted AI for Wealth Managers. Apollo builds on top of your existing PMS, CRM and Microsoft 365, with no rip and replace. Zero-retention data handling, FADP and GDPR compliance, and all models and servers located exclusively in Switzerland

Apollo is Olymp's AI platform for Wealth Managers. It connects to the systems EAMs already use, from PMS and CRM to calendar and the Microsoft Office Suite, and automates the manual client work that eats into partner time: document creation, meeting preparation and post-meeting debriefing.

Three capabilities carry the product:

  • Automated document generation lets Wealth Managers upload their onboarding documents, power of attorney, KYC and compliance forms as templates, which Apollo then fills from PMS and CRM data on demand. 
  • Automated meeting preparation turns calendar entries into tailored briefings: Apollo pulls the last client interactions and financial context into a structured agenda with conversation topics and points to keep in mind. 
  • Automated debriefing takes meeting notes, voice memos or uploaded documents and writes the information back into the PMS and CRM, with next steps and tasks queued up automatically.

Security is designed in, not bolted on. All AI models and servers are hosted exclusively in Switzerland, with a zero-retention and zero-training policy so client data is never stored persistently or used to improve models. Apollo is built to FADP (DSG) and GDPR standards and ships with multi-factor authentication, user-based access control, and modern TLS and AES encryption.

 

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