AI-Native CRM, Advisor Workflows, and the Future of Client Data with Thomas Clawson (Ep. 21)
AI is changing how advisors manage client notes, workflows, and follow-up.
But when does helpful automation become a better way to run the whole client relationship?
In this episode, Andrew Evans talks with Thomas Clawson, CEO of Slant, about why advisor CRM systems are being rebuilt around AI. Thomas shares how Slant grew from advisor feedback, why AI can remove workflow bottlenecks, how skills help advisors search and act on data, and why firms need to be careful when choosing AI software partners.
Thomas discusses:
- Why advisor CRM systems often fail when relationship builders are forced into rigid data entry
- How AI can catch client needs, create tasks, and move work forward without waiting on humans
- Why Slant built an AI-native CRM around notes, relationships, workflows, and advisor data
- How tokenizing and redacting client details can reduce what AI models see during use
- Why advisors should choose AI vendors with technical discipline, clear guardrails, and real focus
- And more!
Connect with Rossby Financial:
- (321) 209-0111
- Website: Rossby Financial
- Website: R Office
- LinkedIn: Rossby Financial
- Instagram: @rossby_wealth
Connect with Andrew Evans:
Connect with Thomas Clawson:
About our Guest:
Thomas Clawson is the CEO and co-founder of Slant, an AI-native CRM built for financial advisors. With a background in building advisor-focused technology, Thomas is focused on helping firms simplify their workflows, strengthen client relationships, and use AI in practical, responsible ways. His work at Slant centers on making CRM less about manual data entry and more about helping advisors act on the right information at the right time.
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