The new AI first operating model for financial advisers: Afternoon Intelligence.

Automating data collection, administration and analysis.  Cutting the time required from 3 hours to 3 minutes, reducing costs and risks, increasing the number of clients each advisor can manage and increasing profitability. 

Focussed on 3 pillars:


ℹ️ data: automate data collection from any source, with focus on electronic for accuracy and real time monitoring, enriched and presented clearly for ease of understanding, with full audit trail

✨ AI: proprietary AI to do the heavy lifting, all the analysis and admin

🪙 cashflows: automates the production of cashflow projections

Imagine within seconds you could:

- check if a client’s data is complete and up to date 
- summarise a client's financial position
- summarise the areas a client most likely needs advice  
- find out which clients haven’t yet used their ISA limit or which clients you haven't seen recently 
- prepare an agenda and a summary of all information for a client meeting
- produce a suitability report 

Afternoon does all this and more.


AI/ML

Automation

Afternoon Finance

Org chart

Teams

Offices

Afternoon Finance

Org chart

Teams

Offices

Related companies