How Olymp saves time for different industries
External Asset Managers
Meeting Preparation Assistant
Name
Markus Brütsch
David Oshodi
Scanning
Status
Report generated
Active Category
HubSpot (BuiltWith)
Launch (Product Hunt)
Hiring SDRs (LinkedIn)
Status
Engaged
Synced
Pending Sync
Queued
Archived
Hi
Markus Brütsch
Next Meeting
Subject:
Stop wasting time with manual client work. Discover Apollo.
Apollo connects to your CRM and PMS Systems to reduce the time you spend on manual client-related tasks. Create relevant contracts and documents related to onboarding and compliance for each client in seconds, receive tailored meeting preparation reports based on the last client- interactions and cut administrative overhead in half through intelligent assistance.
HFE, Logopäden, Ergotherapeuten
Kieferorthopäden
How Olymp saves time for different industries
External Asset Managers
Meeting Preparation Assistant
Name
Markus Brütsch
David Oshodi
Scanning
Status
Report generated
Active Category
HubSpot (BuiltWith)
Launch (Product Hunt)
Hiring SDRs (LinkedIn)
Status
Engaged
Synced
Pending Sync
Queued
Archived
Hi
Markus Brütsch
Next Meeting
Subject:
Stop wasting time with manual client work. Discover Apollo.
Apollo connects to your CRM and PMS Systems to reduce the time you spend on manual client-related tasks. Create relevant contracts and documents related to onboarding and compliance for each client in seconds, receive tailored meeting preparation reports based on the last client- interactions and cut administrative overhead in half through intelligent assistance.
HFE, Logopäden, Ergotherapeuten
Kieferorthopäden
How Olymp saves time for different industries
External Asset Managers
Meeting Preparation Assistant
Name
Markus Brütsch
David Oshodi
Scanning
Status
Report generated
Active Category
HubSpot (BuiltWith)
Launch (Product Hunt)
Hiring SDRs (LinkedIn)
Status
Engaged
Synced
Pending Sync
Queued
Archived
Hi
Markus Brütsch
Next Meeting
Subject:
Stop wasting time with manual client work. Discover Apollo.
Apollo connects to your CRM and PMS Systems to reduce the time you spend on manual client-related tasks. Create relevant contracts and documents related to onboarding and compliance for each client in seconds, receive tailored meeting preparation reports based on the last client- interactions and cut administrative overhead in half through intelligent assistance.
HFE, Logopäden, Ergotherapeuten
Kieferorthopäden
Olymp for EAMs
Meeting Preparation Assistant
Name
Markus Brütsch
Tim Obwalder
Manuel Rieter
Information
Meeting Next Week
KYC Form Outdated
HubSpot (BuiltWith)
Launch (Product Hunt)
Hiring SDRs (LinkedIn)
Status
Report Generated
Creating Document
Pending Sync
Queued
Archived
Hi
Markus Brütsch
Meeting next week
Subject:
Automated Lead List Building
Name
Edwin Adenike
David Oshodi
Scanning
Signals
Series A ($12M)
Active Category
HubSpot (BuiltWith)
Launch (Product Hunt)
Hiring SDRs (LinkedIn)
Status
Engaged
Synced
Pending Sync
Queued
Archived
Stop wasting time with manual client work. Discover Apollo.
Apollo connects to your CRM and PMS Systems to reduce the time you spend on manual client-related tasks. Create relevant contracts and documents related to onboarding and compliance for each client in seconds, receive tailored meeting preparation reports based on the last client- interactions and cut administrative overhead in half through intelligent assistance.
Manual Chaos → AI Clarity
Automate your client work. Reclaim your time.
Manual Process
Hours
Manual Process
Hours
1. Aggregate data from different sources
Manually gather information from your different tools: Check your calendar, CRM, PMS, etc.
2. Identify upcoming client meetings
Spend precious time analyzing your calendar or e-mail tool for upcoming client meetings and tasks.
3. Gather information to prepare
Check each client individually within your PMS and CRM to find their financial and personal information.
4. Read through contact notes and financials
Read through last contact reports, meeting notes and portfolio data to prepare for the meeting.
5. Manually draft emails and reports
Inform and remind each client about the context of the next meeting via handwritten emails.
6. Prepare relevant documents
Waste hours in creating the relevant documents for each client by copy-pasting information from your different data sources.
7. Meeting debriefing
Sort and copy your meeting notes, to-dos, transcripts and documents received from clients.
8. Add information to your tools
Spend extra time to manually add this information to your PMS- and CRM-Tools and to define next steps and to-dos in your calendar.
9. Try to use non-secure AI tools
Worsen the situation by trying to leverage non-native AI tools from U.S. providers, costing your more time and threatening data confidentiality and security.
10. Finally finish client work
After numerous manual tasks, repeated efforts, and wasted hours, finally finish all client-related tasks.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
Apollo Process
Min
Apollo Process
Min
1. Connect your PMS, CRM and Office Suite
Easily connect your PMS- and CRM-System as well as Calendar and Microsoft Office Suite to Apollo.
2. Configure assistant and security settings
Customize Apollo and all security features: Encryption, Hosting Location, MFA, Data Clearing Policies, RBAC, etc.
3. Automate document creation and reporting
Upload your contracts, compliance-forms and onboarding documents as templates and auto-fill them with client information.
4. Automate meeting work
Receive tailored briefings for upcoming client meetings, summarize contact notes and save time when writing emails or searching for information. After your meetings, simply upload any notes, voice memos or documents and watch the information get sorted and added to your PMS and CRM.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
10. Meeting finally confirmed
After numerous manual tasks, repeated efforts, and days of waiting, finally confirm the meeting with your prospect.
Feature Overview
Apollo is designed to help EAMs with all aspects of client work, from meeting preparation and debriefing to document creation.
5x
Quarterly Meeting
30 Min Meeting
Agenda
KYC
QnA
Alec Whitten
9.30 am
Join Via
Quarterly Meeting
30 Min Meeting
Agenda
KYC
QnA
Manuel Rieter
9.30 am
Join Via
Automated Meeting Preparation
If a client meeting is scheduled in your calendar, Apollo extracts information about your last interactions and their financial situation. This insight is turned into a tailored briefing including conversational topics, things to keep in mind and a structured agenda.
5x
Quarterly Meeting
30 Min Meeting
Agenda
KYC
QnA
Alec Whitten
9.30 am
Join Via
Quarterly Meeting
30 Min Meeting
Agenda
KYC
QnA
Manuel Rieter
9.30 am
Join Via
Automated Meeting Preparation
If a client meeting is scheduled in your calendar, Apollo extracts information about your last interactions and their financial situation. This insight is turned into a tailored briefing including conversational topics, things to keep in mind and a structured agenda.
5x
Quarterly Meeting
30 Min Meeting
Agenda
KYC
QnA
Alec Whitten
9.30 am
Join Via
Quarterly Meeting
30 Min Meeting
Agenda
KYC
QnA
Manuel Rieter
9.30 am
Join Via
Automated Meeting Preparation
If a client meeting is scheduled in your calendar, Apollo extracts information about your last interactions and their financial situation. This insight is turned into a tailored briefing including conversational topics, things to keep in mind and a structured agenda.
Automed Document Generation
Upload your onboarding documents, contracts, power of attorney, KYC and compliance forms or any other document as a template. Apollo can then fill out all of these forms based on information in your PMS- and CRM, eliminating the need for manual document creation.
Automed Document Generation
Upload your onboarding documents, contracts, power of attorney, KYC and compliance forms or any other document as a template. Apollo can then fill out all of these forms based on information in your PMS- and CRM, eliminating the need for manual document creation.
Automed Document Generation
Upload your onboarding documents, contracts, power of attorney, KYC and compliance forms or any other document as a template. Apollo can then fill out all of these forms based on information in your PMS- and CRM, eliminating the need for manual document creation.
Integrations That Just Work
Connect your PMS- and CRM-Tools, your Microsoft Office Suite or any database to access remove the need for manual data consolidation.
![](data:image/svg+xml,<svg display="block" role="presentation" viewBox="0 0 40 40" xmlns="http://www.w3.org/2000/svg"/>)
Integrations That Just Work
Connect your PMS- and CRM-Tools, your Microsoft Office Suite or any database to access remove the need for manual data consolidation.
Integrations That Just Work
Connect your PMS- and CRM-Tools, your Microsoft Office Suite or any database to access remove the need for manual data consolidation.
Faster Information Lookup
Enjoy the benefits of an AI assistant searching for the information you need across all of your data sources.
Faster Information Lookup
Enjoy the benefits of an AI assistant searching for the information you need across all of your data sources.
Faster Information Lookup
Enjoy the benefits of an AI assistant searching for the information you need across all of your data sources.
All your client work automated in one place.
Apollo centralizes and automates tasks for all client related work, building on top of your existing infrastructure instead of replacing it.
Apollo
Assistant is on
Meeting scheduled
3:00 PM Tomorrow
Lead status updated
Marked as Contacted
Meeting prepared
3:00 PM Tomorrow
Client info updated
Uploaded notes
Follow-up email sent
Re: Project Proposal
Task assigned
SDR notified for
follow-up
Content personalized
Proposal customized
for Acme Inc.
CRM sync complete
Data pushed to
Salesforce
Meeting scheduled
3:00 PM Tomorrow
Lead status updated
Marked as Contacted
All your client work automated in one place.
Apollo centralizes and automates tasks for all client related work, building on top of your existing infrastructure instead of replacing it.
Apollo
Assistant is on
Meeting scheduled
3:00 PM Tomorrow
Lead status updated
Marked as Contacted
Meeting prepared
3:00 PM Tomorrow
Client info updated
Uploaded notes
Follow-up email sent
Re: Project Proposal
Task assigned
SDR notified for
follow-up
Content personalized
Proposal customized
for Acme Inc.
CRM sync complete
Data pushed to
Salesforce
Meeting scheduled
3:00 PM Tomorrow
Lead status updated
Marked as Contacted
All your client work automated in one place.
Apollo centralizes and automates tasks for all client related work, building on top of your existing infrastructure instead of replacing it.
Apollo
Assistant is on
Meeting scheduled
3:00 PM Tomorrow
Lead status updated
Marked as Contacted
Meeting prepared
3:00 PM Tomorrow
Client info updated
Uploaded notes
Follow-up email sent
Re: Project Proposal
Task assigned
SDR notified for
follow-up
Content personalized
Proposal customized
for Acme Inc.
CRM sync complete
Data pushed to
Salesforce
Meeting scheduled
3:00 PM Tomorrow
Lead status updated
Marked as Contacted
Our Partner Network:
Our Partner Network:
Security and Data Protection at Olymp
Get started
Security and Data Protection at Olymp
Get started
Security and Data Protection at Olymp
Swiss-Only Hosting
All AI-Models and Servers are exclusively in Switzerland. No data ever leaves the country.
Swiss-Only Hosting
All AI-Models and Servers are exclusively in Switzerland. No data ever leaves the country.
Swiss-Only Hosting
All AI-Models and Servers are exclusively in Switzerland. No data ever leaves the country.
Zero-Retention Policy
Data is only accessed on demand and never stored persistently by us.
Zero-Retention Policy
Data is only accessed on demand and never stored persistently by us.
Zero-Retention Policy
Data is only accessed on demand and never stored persistently by us.
Fully FADP and GDPR compliant
Our solutions are designed based on FADP (DSG) and GDPR (DSGVO) standards.
Fully FADP and GDPR compliant
Our solutions are designed based on FADP (DSG) and GDPR (DSGVO) standards.
Fully FADP and GDPR compliant
Our solutions are designed based on FADP (DSG) and GDPR (DSGVO) standards.
Enterprise-Grade Security
Multi-Factor-Authentication, User-Based-Access-Control and modern TLS and AES encryption.
Enterprise-Grade Security
Multi-Factor-Authentication, User-Based-Access-Control and modern TLS and AES encryption.
Enterprise-Grade Security
Multi-Factor-Authentication, User-Based-Access-Control and modern TLS and AES encryption.
Zero-Training Policy
No data is ever used to train or improve AI models on.
Zero-Training Policy
No data is ever used to train or improve AI models on.
Zero-Training Policy
No data is ever used to train or improve AI models on.
Blog
Ideas, information and product updates
Read the blog
Read the blog
Read the blog
FEATURED
How Olymp Improves Document Management
Aug 13, 2025
2
min read
FEATURED
How Olymp Improves Document Management
Aug 13, 2025
2
min read
FEATURED
How Olymp Improves Document Management
Aug 13, 2025
2
min read
FEATURED
Why You Should Never Trust ChatGPT with Your Financial Data
Jun 7, 2025
2
min read
FEATURED
Why You Should Never Trust ChatGPT with Your Financial Data
Jun 7, 2025
2
min read
FEATURED
Why You Should Never Trust ChatGPT with Your Financial Data
Jun 7, 2025
2
min read
FEATURED
How Olymp is Using Agentic Workflows to Transform the Financial Services Industry
Apr 27, 2025
2
min read
FEATURED
How Olymp is Using Agentic Workflows to Transform the Financial Services Industry
Apr 27, 2025
2
min read
FEATURED
How Olymp is Using Agentic Workflows to Transform the Financial Services Industry
Apr 27, 2025
2
min read
Your questions, answered.
Find quick answers to common queries about our software, process, and how we can help you achieve your goals.
How does Olymp address data security?
How can I integrate Olymp's technology?
What makes Olymp different from other players in the AI space?
What does it integrate with?
Your questions, answered.
Find quick answers to common queries about our software, process, and how we can help you achieve your goals.
How does Olymp address data security?
How can I integrate Olymp's technology?
What makes Olymp different from other players in the AI space?
What does it integrate with?
Your questions, answered.
Find quick answers to common queries about our software, process, and how we can help you achieve your goals.