Afternoon Finance

About the Company

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:


i 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.