Pageport has raised $3.3 million in funding to accelerate the nationwide rollout of Slant, aimed at helping financial advisors enhance their client servicing capabilities.

Pageport is a technology company that specializes in developing AI-powered tools for managing customer relationships. Their latest product, a CRM called Slant, leverages artificial intelligence to enhance user experience and streamline workflows. The company focuses on integrating advanced technology solutions to help businesses optimize their customer interactions. With recent funding, Pageport aims to expand its product offerings and reach in the market.

https://pageport.com/

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Pageport launched Slant, an AI-first CRM designed for financial advisors to transform client relationship management.

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Pageport launched Slant, an AI-first CRM designed for financial advisors to transform client relationship management.

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