Afternoon

We designed the platform and the app for Afternoon — the AI-first operating model that takes data collection, meeting prep, and reporting off an adviser’s desk.

Fintech

Afternoon is an AI-first operating model for financial advice firms. It gathers client data, gets the meeting ready, and drafts the write-up an adviser used to type out that evening. We designed both halves of it — the platform advisers work in and the app they carry between appointments.

Advice runs on admin: chasing fact finds, tidying records, and writing up a review long after the client has gone home.

So we designed an assistant that does that work in the open, and an adviser who can see every step of it before they sign.

A laptop showing the Afternoon product page: an orange assistant panel above three columns — Automate data, Automate meetings, Automate reports

The Afternoon mark, a lowercase a on a glossy orange keycap, on light gray

The Afternoon assistant on black, offering suggested actions for upcoming meetings with Lets go and Maybe Later replies

Design System & Brand Voice

Afternoon had to read as software a regulated business can trust, and still be something you want to open on a Monday. We built the system on one confident orange, a lot of white, and cards that each hold exactly one job.

Every surface runs on the same parts. A meeting card looks and behaves the same on the platform at nine in the morning as it does in the app between two appointments, so nobody has to learn the product twice.

We wrote the assistant’s voice along with the components. It asks before it acts, says plainly what it found, and never pretends to be a person: “I’ve had a look at your upcoming meetings” — then the list, then the choice.

A laptop on a white desk showing the Afternoon marketing site hero, orange and white cubes stacked behind it

A phone on black showing the Link recording with screen — a consultation with Bert Napoli above two portfolio review slots

The system shows up wherever the work happens. On the platform it’s the board an adviser opens first thing. In the app it’s the single card that says which meeting needs attention. In the assistant it’s a thread that remembers the client between conversations.

Each piece is small on its own — a card, a pill, a prompt — and together they’re the thing advisers call Afternoon.

That consistency is what earns the trust: the app never asks twice for something the platform already knows.

A man at a laptop running the Afternoon meetings dashboard, the room lit orange

A stack of data-source pills on light gray with Data extracted from documents and recordings highlighted in orange

The hard part was never the AI. It was the handover — everything an adviser has to pull together before a client meeting, and everything they still owe the file afterwards.

So we designed around that seam. Before a meeting, Afternoon flags the thin records and the agendas nobody has written. Afterwards it turns the recording into a note, lifts the agreed actions out of it, and drafts the review for the adviser to check. The adviser is still the one who signs. The assistant just clears the desk.

A phone showing the Afternoon Meeting recordings list, uploads turning into transcripts and notes

The Afternoon Next steps card on orange — Review the meeting note — with an Ask me anything field below

Fintech

Design System & Brand Voice

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