Give your printer a rest

Digitize your fact finding documentation

Stop giving your prospects homework

It’s the 21st Century and the world is now digital. Afterwork saves time for financial professionals by streamlining the fact finding process. Spend less time collecting physical documents, and spend more time developing deeper relationships.

Say goodbye to reading chicken scratches.

Save several hours per client by digitizing your fact-finding discovery process. Why waste resources on producing hard copy documentation and unnecessary overhead manually converting these documents to digital.

Afterwork Financial provides your practice with a browser-based KYC questionnaire that can be issued to any of your customers, which is available on their desktop, tablet, and even mobile devices.

Analyze your pipeline without manual data entry

Review current opportunities within your active pipeline, along with other key metrics that make up your client base.

As your practice continues to grow, discover areas of specialization that yield a higher return per customer at a lower cost per acquisition.

Embed your Online KYC tools to your website and social media posts

Afterwork Financial generates an HTML button code for your website, blog posts, and even social media posts. Simply select the questionnaire type, and a link will become available.

Prospect new clients, even when you are off the clock. With the Online KYC tool, you will be able to onboard new prospects that visit your webpage, social media posts, and also blogs.

A tool for the financial professionals

Afterwork provides planning tools for financial professionals as well to ensure they reach their goals throughout their career.

Setting goals has never been easier in the financial industry, professionals can track their commissions to ensure they are generating enough income.

Features available

Issue questionnaires
Multiple themes available

 

Organize pipeline
No more filing cabinets
Income tax calculator
Calculate discretionary income

 

Analyze opportunities
View trends to determine specialization
Integrate 3rd party tools
From file uploads to meeting calendars

 

Summarize close rates
Review average monthly sales cycle

Sign up for the Beta Release

Afterwork is launching before the end of the year. Enter your contact details below to be a beta user.

$59/month per user (14 day free demo)

Each additional broker within your team will pay a reduced rate of $49/month.

Features available

 

Issue questionnaires
Multiple themes available

 

Organize pipeline
No more filing cabinets

 

Income tax calculator
Calculate discretionary income

 

Analyze opportunities
View trends to determine specialization

 

Integrate 3rd party tools
From file uploads to meeting calendars

 

Summarize close rates
Review average monthly sales cycle

Sign up for the Beta Release

Afterwork is launching before the end of the year. Enter your contact details below to be a beta user.

$59/month per user (14 day free demo)

Each additional broker within your team will pay a reduced rate of $49/month.

Join our beta list for discounts and early access to our platform

Select your area of expertise

Join our beta list for discounts and early access to our platform

Select your area of expertise