Focus on strategy.
Let us handle the paperwork.

For brokers, customer discovery is a 24/7 job,
Afterwork digitizes your needs analysis to provide
you with more time to close sales and develop deeper

Empowering financial professionals with tech

Timing is everything; often deals don’t close solely due to unfortunate timing. With our software, your clients will be able to understand the importance of your services and book their next meeting when the timing is right. Thus preventing unnecessary gaps in your sales process to ensure you and your clients are ready for the next meeting.

Afterwork helps streamline back-office operations

We help save brokers several hours per client onboard by digitizing the needs analysis and generate sales presentations that illustrates the strategies implemented.

  • $59 / month

    ($600 per year)

  • Tier 1 - Fact find manager

  • Organize sales pipeline

  • Issue digital questionnaires

  • Commission tax calculator

  • Analyze existing opportunities

  • Connect to 3rd party platforms

  • Summarize close rates

  • $225 / month

    (Coming 2020)

  • Tier 2 - Sales presentation

  • Illustrate strategy in action

  • Additional branding options

  • Forecasting sales probability

  • Content generator

  • Goal setting for brokers

  • Customizable dashboards

  • Request a quote

    (Book a meeting)

  • Enterprise Solutions

  • Multi-seat license

  • Sales manager dashboard

  • Back office audit

  • White-label platform

  • Service pool distribution

  • Customizable strategies