Slant Launches Customizable Intake Forms to Streamline Financial Advisor Onboarding
Slant, an AI-native CRM platform for financial advisors, has introduced customizable intake forms designed to streamline the onboarding process. These branded, AI-built forms allow advisors to describe their needs in plain language and are automatically generated with a firm's branding elements such as logos and colors. The feature aims to address slow onboarding processes that many firms report have led them to lose business. The new intake forms integrate directly into Slant’s CRM system, pre-filling data already available within the platform so clients only need to provide missing information. Document uploads are automatically processed and stored in the advisor's file storage tool. Upon submission, responses update client records with a single click, eliminating manual rekeying or copy-paste errors. Slant co-founder Thomas Clawson emphasized that onboarding is crucial for first impressions and removing friction from this process can support organic growth. The forms also connect to Slant’s automation tools, enabling actions like scheduling reviews or sending risk assessments automatically.
Topics: CRM platform financial technology onboarding process