“New funding will accelerate the nationwide rollout of Slant, an AI-first CRM that aims to help financial advisors double their client capacity.”
PagePort, a technology company, has raised $3.3 million in a funding round with investment from 2048 Ventures and Matchstick Ventures. The capital is intended for the launch of Slant, a new AI-first Customer Relationship Management (CRM) system developed for financial advisors.
The company claims that Slant is designed to help financial advisors increase their capacity, suggesting they could double the number of clients they can serve. PagePort states that most advisors are currently able to serve between 70 and 90 clients effectively.
“Financial advice changes lives—but too many Americans don’t have access to it,” said Michael Sheerin of PagePort. “Slant’s approach empowers advisors to dramatically increase capacity while keeping their relationships personal and authentic. It’s technology that expands the human impact of financial advice.”
Slant utilises AI agents to manage administrative work. One feature, called “Nudges,” provides prompts that can draft emails or schedule outreach for events like client birthdays and meeting follow-ups. The system also includes agents to manage meeting and scheduling logistics, from preparing agendas and pulling documents to logging notes and queueing follow-up tasks. An AI-powered chat assistant is embedded in the platform to answer questions and find client details.
PagePort, the company behind Slant, reports that its existing technology solutions are used by more than 1,000 advisors. The new funding will be used to accelerate the nationwide rollout of the Slant platform.
CRM/CDP Topics Covered in this Article: New Entrants, Product Announcements, Financial Services, Predictive, Hyper Personalization, Small and Medium Businesses (SMBs).
Companies and Products Mentioned in this Article: PagePort, Slant, 2048 Ventures, Matchstick Ventures.
