See Afternoon in action, branded to your firm.
Afternoon is the operating model for financial advice firms — connecting meetings, client data and report generation in one joined-up platform.
From meeting to branded suitability report in minutes.
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Most firms are still jumping between:
Meetings, data, reporting and AI all work together in one platform — so your client information becomes cleaner, richer and more useful over time.
Not another AI tool. A new operating model for financial advice firms.
Record meetings and automatically generate structured notes, actions and suitability-ready outputs.
Objectives, vulnerabilities, life events and financial details flow into the client record automatically.
Generate branded suitability reports directly from your meeting and client data.
Create review packs, meeting agendas and summaries without manual admin.
Calendar, meetings, reports, SharePoint, uploads and AI all connected in one place.
Siesta AI is Afternoon's client intelligence layer. It understands the complete client record — objectives, vulnerabilities, life events, financial detail — not just a meeting transcript. That's what makes the outputs better.