RIA Collective: Thomas Clawson | The AI CRM Changing How Advisors Build Relationships
What happens when a CRM is built for advisors with AI at its core, instead of having AI bolted on later?
In this episode of RIA Collective, host Charlie Van Derven sits down with Thomas Clawson, Co-Founder of Slant, to explore how AI-native CRM technology is changing the way financial advisors manage relationships, automate workflows, and grow their businesses.
Thomas shares how Slant evolved from a marketing automation tool into a full CRM after advisors kept asking for more powerful ways to manage workflows, notes, reviews, and client communication. He also explains why building a CRM from…
The skinny
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