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Afternoon, Crawford Taylor | How a Data-First Mindset Is Disrupting Adviser Tech

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Learning: Unstructured

Is your tech stack holding your firm back? Crawford Taylor, CEO of Afternoon, shares how legacy adviser platforms are being outpaced by data-driven upstarts. With a laser focus on effortless onboarding and unified client data, across feeds, uploads, and even meeting transcripts, Afternoon promises transformation in weeks, not months.