directly from a conversational interface. Slant offers automated workflows for follow-ups, onboarding, reviews, and other repeatable processes, with triggers based on client behavior and CRM changes. Additional features include an AI notetaker that records and summarizes meetings, marketing and prospecting tools to discover and enrich leads, and client review tracking to keep reviews and touchpoints on schedule. The system focuses on helping advisory teams maintain consistent processes and timely communication with prospects and clients.