Afternoon, Crawford Taylor | Why Advisers are ditching legacy tech for speed and scale

What if your advice firm could spend 80% less time on admin, without sacrificing compliance or client experience? Afternoon CEO Crawford Taylor reveals how his fintech is upending the advice tech status quo. Built from the ground up with clean data, truly connected systems, and a new breed of AI, Afternoon promises to give advisers their afternoons back, letting them serve more clients, boost profitability, and stay ahead of regulatory demands. 

Learning Outcomes: 

• Identify the stages of the advice process where integrated data and AI can reduce administrative workload
• How improved data quality and system integration can support regulatory compliance, including Consumer Duty and vulnerability monitoring
• How streamlining the advice process could help address the advice gap