Slant CRM

Why We Chose Slant CRM At Elevated Wealth Advisory Group, we're always looking for ways to improve the client experience—not by replacing relationships, but by strengthening them. Over the past several months, we've implemented Slant CRM, and it has quickly become a valuable part of how our team works behind the scenes. The platform helps us: ✅ Generate meeting recap emails more efficiently ✅ Capture and organize notes automatically ✅ Delegate and track action items from client meetings ✅ Search household information quickly when preparing for meetings ✅ Analyze trends and opportunities across our practice ✅ Spend less time on administrative work and more time serving clients One of my favorite features is the integrated meeting notetaker. Instead of manually capturing every detail and creating follow-up tasks, the system helps organize discussions and identify next steps so nothing falls through the cracks. That said, while we're embracing technology, we're also intentional about where we use it. You won't find AI answering our phones. You won't find AI responding to your text messages. When you reach out to Elevated Wealth, you'll connect with a real person who knows you, understands your family, and is invested in your success. For us, technology should enhance human relationships—not replace them. Our goal is simple: leverage the best tools available to keep your financial plans, recommendations, and strategies moving forward while preserving the personal service our clients deserve. The future of financial planning isn't human or AI. It's human + AI, working together to deliver a better client experience. #FinancialPlanning #WealthManagement #AI #FinancialAdvisor #ClientExperience #FinTech #PracticeManagement #WealthTech #FinancialPlanningTechnology #ElevatedWealth #SlantCRM

AI is reshaping how advisors run their practices. Betterment is making sure you have access to some of the best tools. Our latest integration is with Slant, the AI-native CRM that replaces your legacy CRM, notetaker, data enrichment tools, and project management software in one place. Chat with client records, surface what needs attention, and build AI workflows that do the heavy lifting. Less time updating systems. More time with clients. 🔗 Learn more: https://lnkd.in/gzy7WE-u

We have doubled our engineering team over the past 3 months and now we are scaling sales and GTM. If you are an elite AE or know someone who would be great, please send me a message or have them apply. https://lnkd.in/giUEqMw6

We have the best customers - Alex Stoehr and Nick Meyer from Northstar Investment Partners in Alpharetta, Georgia, were willing to speak with our team about their experience using Slant and their transition from Wealthbox. We get asked a lot - "I'm sure this is great for solos, but are you ready for teams?" Northstar is a team of 8 amazing people - their data was transferred smoothly, their staff was trained, and within a few days, the team was running on Slant. For Northstar, the promise of AI in advisor workflows finally clicked: more time for real conversations, deeper context on every client, and a system that doesn’t get in the way. Their team transitioned from Wealthbox to Slant with ease and immediately felt the difference. When asked if they’d recommend Slant to another advisor? “Absolutely.” Northstar is a relationship-driven firm. They care about knowing their clients, not wrestling with software. Hearing that Slant gives them back meaningful time is exactly why we built it. Huge thanks to the Northstar team for trusting Slant to power your next chapter of growth.

Financial advisors - Growth isn’t something that has to happen outside of your CRM anymore. Prospecting, sequencing, data enrichment, and pipeline tracking are now live inside of Slant - no extra tools required. Use natural language to find your ideal prospect with Scouting. Automatically enroll them in sequences (sent through your compliant email, directly in your sent folder). Get enriched data to make your outreach more relevant, and track progress in an easy-to-use pipeline view. Advisor growth is in our DNA, and we’re building the CRM to match it.