Top 10 Alternatives to Bank Statement App Recently Reviewed By G2 Community
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AI Assistant for Financial Advisors
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
Jump’s AI assistant integrates seamlessly into financial advisors’ workflows, automating critical tasks like meeting preparation, notetaking, compliance documentation, CRM updates, handling financial planning data and client follow-ups.
CRM for Financial Advisors
Practifi is the business management platform for financial services. Practifi helps wealth businesses connect with their customers, drive efficiency gains and simplify compliance. Built on the world’s leading enterprise CRM platform, Practifi revolutionises financial advice, superannuation and insurance technology.
DealCloud is the leading provider of private capital markets software for sourcing, origination and deal management to hundreds of principal investing firms, investment banks, and operating companies worldwide.
data science platform for financial services
The first Secure Generative AI platform made for Finance. Use 100+ AI tools, data from large internal documents and up-to-date web info to analyse and create one-pagers, reports, executive summaries, IC memos and decks while keeping your data secure.
Slant is an AI-native CRM for financial advisors, RIAs and wealth management firms, used by more than 1,000 advisory firms from solo practices to enterprise teams. It keeps every client relationship in one record (households, family members, accounts, emails, meetings, notes, files and tasks) and puts AI to work on top of that record. What's included in every seat: • AI Notetaker: joins Zoom, Microsoft Teams and Google Meet calls, writes the summary and creates follow-up tasks in the CRM. • AI Chat: ask questions about a client, a meeting or your whole book, and draft emails and meeting agendas from the answers. • Nudges and AI agents: timely prompts for birthdays, follow-ups, RMDs and large account swings, with the email or task already drafted. • Automations and project workflows: templates for onboarding, annual reviews, money movement and compliance, triggered by CRM changes. • Intake forms: branded client onboarding forms that fill straight into Slant, with PDF filling and DocuSign. • Client reviews: see who is due, overdue or scheduled, by service tier. • Prospecting: find best-fit prospects, enrich contact data and run pre-approved outreach sequences. • Opportunities, reports and dashboards. Slant connects to the systems advisors already use: custodians including Charles Schwab, Fidelity, BNY Pershing, Altruist, Betterment, SEI, RBC, Raymond James, Interactive Brokers and DST FANmail; Black Diamond, Addepar and Pontera; Google, Microsoft and Exchange email and calendars; Google Drive, OneDrive, SharePoint, Box, Dropbox, ShareFile and Egnyte; DocuSign; Calendly and other schedulers; phone and SMS providers including RingCentral, Zoom Phone and CurrentClient; Karbon; Zapier; and Claude and other AI assistants through Slant's MCP connection. Slant is SOC 2 Type II compliant and hosted in the United States. It encrypts data in transit and at rest, enforces MFA, redacts sensitive data before it reaches AI models, and never uses client data to train AI models. Pricing starts at $150 per user per month, billed annually, with the notetaker and AI included and no seat minimum. Migration and onboarding are free: Slant's team moves firms from Redtail, Wealthbox, Salesforce or any other CRM, and most firms are live within days. Slant runs on the web, iOS and Android. Slant launched in 2025, is headquartered in Lehi, Utah, and is backed by 2048 Ventures and Matchstick Ventures.