#USA #financial advisors #Lehi #Slant CRM #Pageport

Transforming Financial Advisory: The Launch of Slant

In the fast-paced financial advisory space, one company is ready to revolutionize how advisors interact with their clients. Pageport, known for its effective marketing and engagement tools utilized by over a thousand financial advisors across the country, has successfully raised $3.3 million in funding to launch Slant, an innovative AI-first CRM specifically developed for financial advisors. This strategic move is set to enhance the client service model, allowing advisors to increase their reach and efficiency like never before.

Addressing the Challenges

For years, Pageport has listened to financial advisors voice their dissatisfaction with conventional Customer Relationship Management (CRM) systems. Most of these systems serve merely as digital file cabinets, storing vital client information and tracking tasks but failing to actively support the growth of an advisory practice. The introduction of Slant aims to change this narrative by offering an interactive and proactive solution. It is designed to bolster client relationships while also simplifying advisors' workflow, ultimately empowering them to serve more clients efficiently.

Empowering Financial Advisors

According to industry standards, most financial advisors can effectively manage between 70 to 90 clients at any given time. This limitation means that invaluable financial advice is often accessible only to the wealthiest individuals, leaving a significant number of families without reliable guidance. Slant aims to close this advice gap, striving to double the capacity of advisors so they can reach hundreds of additional families and individuals, extending crucial financial guidance to those who need it most.

Innovative AI Features

What sets Slant apart from traditional systems are its AI-driven capabilities, which simplify and streamline the advisor-client interaction. Here are some key features of Slant:

• - Proactive Nudges: Personalized reminders and tasks enable advisors to react immediately without being bogged down by a lengthy to-do list. From remembering client birthdays to sending follow-ups after meetings, Slant takes care of the heavy lifting, ensuring that essential tasks get done promptly.

• - Meeting Scheduling Agents: The CRM manages the entire meeting lifecycle—from setting personalized agendas and gathering necessary documentation to handling confirmations and follow-ups. This allows advisors to concentrate on delivering value during their meetings instead of wasting time on administrative tasks.

• - Integrated Chat Functionality: An embedded AI chat assistant is always on hand to answer questions, retrieve client information, and draft outreach messages. This instant access to information transforms Slant into an indispensable knowledge partner for financial advisors.

The Vision of Slant