#USA #Lehi #Intake Forms #AI CRM #Slant

Slant's Customizable Intake Forms: A Game-Changer for Financial Advisors

Slant, an innovative CRM solution tailored for the financial advisory sector, has recently launched a new feature that is set to transform the client onboarding experience. Known as Intake Forms, this tool aims to streamline the way financial advisors collect essential client information, ultimately enhancing efficiency and client satisfaction.

The Challenge in Client Onboarding

In a world where time is money, the onboarding process has often proven to be a significant hurdle for financial firms. Research from Fenergo reveals that a staggering 70% of financial firms have reported losing business due to slow onboarding processes. Outdated methods, particularly clunky and repetitive intake forms, are frequently the culprits behind these delays. Recognizing this pain point, Slant's new feature provides a much-needed solution.

How Slant's Intake Forms Work

Gone are the days of filling out forms field by field through cumbersome tools. With Slant's Intake Forms, financial advisors can simply describe what they need using natural language. For instance, an advisor can request, “help me onboard new clients,” and Slant will generate a pre-styled form integrated with the firm’s branding, including logos and color schemes.

Besides ease of use, the customization extends to modifying the form according to specific requirements in real-time. Advisors can instantly add sections, make fields mandatory, or inquire about additional information, such as a spouse’s details when clients are married. This level of adaptability ensures that the intake process is not only faster but also more tailored to each client's needs.

Enhanced Data Management

What sets Slant's Intake Forms apart from existing solutions is their integration into the CRM system. As soon as a form is initiated, it is pre-filled with existing client data already stored in Slant, meaning clients need only complete fields that remain unanswered. Additionally, should clients upload documents (like tax returns), Slant can automatically populate this data into the CRM, ensuring a seamless experience that eliminates errors associated with manual data entry.

After submitting the forms, each input is directly linked to the client’s record in just one click—bypassing the need for exports, re-keying, or the common pitfalls of copy-pasting data incorrectly.

The Importance of Streamlined Onboarding

As emphasized by Thomas Clawson, co-founder of Slant, “Onboarding is the first impression a firm makes.” Clients often encounter tedious forms asking for information they have previously shared, leading to frustration. With Slant, the intake experience becomes a smooth, branded process that builds positive rapport from the outset.

In an era where financial firms are increasingly focusing on organic growth, reducing friction in the onboarding process is crucial. Slant’s Intake Forms not only simplify this but also enhance the way firms interact with their clients.

Slant doesn't just stop at forms. The platform allows for considerable automation through its integration with various tools. For example, responses can trigger additional actions such as research tasks, note-taking, and team notifications. Alternatively, scheduled reviews can automatically prompt advisors to send relevant assessments, like a risk analysis, to clients ahead of meetings.

Conclusion

Ultimately, you can think of Slant as more than just a CRM; it is an all-encompassing platform that integrates various tools to improve the efficiency of financial advisory practices. Already equipped with AI chat, note-taking capabilities, project management, and more, Slant continues to consolidate the advisor tech stack into a unified solution. This synergy allows advisors to focus on what's critical: fostering strong client relationships and contributing to business growth.

With the launch of Intake Forms, Slant reaffirms its mission to revolutionize client engagement in financial advisory,
proving that smart technology can remove obstacles and improve user experience dramatically.