Slant Unveils Impressive Growth in Assets Under Management
New custodian data connections are set to help advisors streamline their operations, automate tedious administrative tasks, and act on critical insights much faster than before.
Transforming Financial Advisory with Innovative Solutions
Slant, the AI-native CRM and operations hub designed specifically for financial advisors, has recently achieved a significant milestone. In just two months following the implementation of its custodian data connections, advisors have successfully connected over $6 billion in assets under management (AUM). This achievement showcases Slant's strong capabilities in enhancing the advisory experience.
"Experiencing seamless integration with our custodian data has truly redefined the way we operate," stated Jason Jacobi, a wealth advisor at Boyer Financial Services. "Before adopting Slant, we struggled with juggling multiple systems. With Slant, we now have everything we need at our fingertips, allowing us to respond to clients quickly and efficiently. It also enables us to maintain a proactive approach in building our client relationships."
Signals of a New Era in Client Management
According to Thomas Clawson, Co-founder at Slant, the feedback from advisors has been overwhelmingly positive. "We are witnessing a definitive trend: advisors are eager for Slant to be their beacon of reality in client management. Although custodians excel at managing money, the real magic happens when we integrate that data into our CRM to enhance each client relationship. The flow of custodian data into Slant enriches client records, allowing for more precise and relevant AI-driven actions. This means teams can automate the mundane tasks, identify opportunities swiftly, and engage proactively with their clients," he remarked.
Benefits of Connecting Custodian Data
Slant's custodian data connections are tailored for advisory firms to maintain accurate and current client information without the reliance on error-prone manual data entry. These connections offer several advantages:
- Unify Records: Linking household and financial data directly within the CRM ensures all information is centralized.
- Proactive Nudges: Notifications concerning significant account changes, key deadlines, and prime outreach moments enhance client engagements.
- Improved Visibility: A consolidated view across various accounts supports better follow-up, service delivery, and planning.
- Operate with Confidence: Leverage a robust foundation of accurate and consistent client data to make informed decisions.
The Vision of Slant
Slant aims to empower 20 million Americans to retire successfully by connecting them with excellent financial advisors. Its innovative approach to utilizing custodian data is just one of the many steps toward achieving this ambitious goal.
About Slant
Slant stands as an AI-native CRM and operations hub tailored for financial advisors, developed by Pageport. Its mission revolves around transforming client data into actionable insights—managing meeting preparations, follow-ups, reminders, scheduling, and various operational tasks while ensuring a personalized touch remains intact. Interested parties can explore more at slant.app.
Media Contacts
For further inquiries, please reach out to Hayden Neal, Head of Marketing at Slant, via phone at (385) 342-3244.
Frequently Asked Questions
What is Slant?
Slant is an AI-native CRM and operations hub designed for financial advisors to optimize their workflows and client interactions.
How much AUM has Slant connected?
Slant has reported connecting over $6 billion in assets under management within two months since launching its custodian data connections.
How does custodian data benefit advisors?
Custodian data helps advisors maintain accurate client records, enables proactive outreach, and improves overall service delivery.
Who are the founders of Slant?
Slant was co-founded by Thomas Clawson, who emphasizes the importance of integrating custodian data into client management systems.
What is the mission of Slant?
Slant aims to assist 20 million Americans in securing a successful retirement with the help of professional financial advisors.
