milissa.gravois
Acronym
Pageport, Inc.
Product ID
Slant_CRM
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Description
AI-native CRM for financial advisors
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Details
- Instead of digging through activity feeds and past notes, Slant enables advisors to chat intelligently with the CRM, getting faster answers to questions and turning the CRM from a system of record to a system of action.
- Every client profile brings together activity, emails, meetings, tasks, and notes in one place — so advisors walk into every conversation prepared.
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- See client allocation breakdowns at a glance — Slant pulls custodian data directly into every client profile, so advisors always have an up-to-date picture.
- Every position, transaction, and balance feeds directly into Slant's AI — powering smarter meeting prep, personalized emails, and review workflows without switching tools.
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- Embedded Notetaker — Automatically record meetings whether you're virtual, in-office, or on-the-go. Slant captures every conversation, automates post-meeting tasks, and keeps your CRM updated without lifting a finger.
- AI-Powered Automation — From new client onboarding to review prioritization to opportunity tracking, Slant's AI triggers workflows that keep your team aligned and your clients served.Built-In
- Prospecting — Find ideal-fit clients, enrich their profiles with third-party data, and launch personalized outreach sequences—all without leaving your CRM.
Features
- Slant is an AI-native CRM for fast-growing financial advisors
- Automate client reviews, notetaking, follow-ups, and automation
- Surface insights across every client touchpoint
Vendors
Management Style
Schwab Products
Section
Solution