Host Jason Pereira interviews Thomas Clawson, co-founder of Slant, an AI-native CRM built from the ground up for financial advisors. Launched in late 2025, Slant shifts the traditional CRM focus by using the \"household\" as its core data object. This structure allows its AI engine to instantly generate accurate context for client summaries, meeting prep, and firm-wide queries like tracking geographic exposure or review cadences.
The conversation highlights how Slant uses natural language and selectable AI models to automate record updates immediately after client meetings. Clawson also discusses the hurdles of wealthtech integration and maps out Slant’s future, including public API access, deeper custodian connections, and proactive, relationship-focused alerts.
This episode is a must-listen for forward-thinking advisors and operations leaders looking to replace rigid databases with a flexible, AI-driven client management system.
Episode Highlights:
00:00 Welcome and Guest Intro
00:43 Slant Origin Story
01:59 Rethinking CRM Around Households
05:15 Defining a Household
07:57 AI Features and Chat Everywhere
10:47 Workflow Flexibility and Change
15:18 Solos vs Enterprises in AI
19:11 Open Models and Public API
20:24 Data Model and Structured Inputs
24:05 Roadmap Integrations and Deliverables
27:34 Lightning Round and Closing
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Thomas Clawson’s LinkedIn
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