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 relationships.
Focus on strategy.
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 relationships.
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.
Innovating the current sales cycle
1
Initial Meeting
Providing tools for your website and social media that introduce your services ahead of the first meeting
Providing tools for your website and social media that introduce your services ahead of the first meeting
2
Research
Issue prospects an interactive digital fact-finder equipped with financial literacy tips and tools
Issue prospects an interactive digital fact-finder equipped with financial literacy tips and tools
3
Analysis
Discover existing gaps and opportunities to create strategies that add value to clientele
Discover existing gaps and opportunities to create strategies that add value to clientele
4
Presentation
Disclose findings and make recommendations showing the direct benefits that prove client care
Disclose findings and make recommendations showing the direct benefits that prove client care
Digital Fact Finder
Issue questionnaires online
$59 / month
- Organize sales pipeline
Issue digital questionnaires
Commission tax calculator
Analyze existing opportunities
Connect to 3rd party platforms
Summarize close rates
Post Sales Presentation
Currently in development
$225 / month
- Illustrate strategy in action
Additional branding options
Forecasting sales probability
Content generator
Goal setting for brokers
Customizable dashboards
Enterprise
Custom solutions
Request a quote
- Multi-seat license
Sales manager dashboard
Back office audit
White-label platform
Service pool distribution
Customizable strategies