How Quin Logs Every Call Straight Into the Right Slant Record

A prospect mentions, almost as an aside, that her father is also thinking about moving his accounts. The advisor makes a mental note and moves on, since the call is about her trust structure. By the next meeting, that detail lives only in memory, and it never makes it into her household record in Slant.

What Tends to Get Missed

• Family details mentioned in passing: A client brings up a father or sibling considering a move, and the note stays in the advisor's head instead of the household record.
• The exact language of a decision: Clients describe how they want an account titled or split, and the wording gets summarized loosely instead of recorded as said.
• Prospect context from an early call: The first conversation with a prospect is full of detail, but if it isn't typed up quickly, most of it fades before the record gets touched.
• Trust and beneficiary specifics said once: A client mentions a trust name or a beneficiary change, and it never gets logged since it wasn't the main topic.
• Notes written after the fact lose accuracy: By the time there's a free moment to update Slant, the advisor is reconstructing the call from memory.

How Quin Handles It

Quin joins the call as a notetaker and listens for the same details an advisor would want to remember, not just the topics on the agenda. When a client mentions a father considering switching advisors, or names a trust that hasn't come up before, Quin captures it and attaches it to the matching household or contact in Slant.

Picture a solo advisor coming out of four back to back review meetings on a Tuesday afternoon. In the old workflow, she would sit down that evening and reconstruct four conversations from memory, deciding what belonged in each household record before she forgot. With Quin, each call's notes are already placed in the right Slant record by the time she closes her laptop, matched to the household, prospect, or trust the conversation was actually about.

That matters because Slant is only as useful as what's in it. A household record with the father's plans and the beneficiary note is one an associate can rely on months later. A record with only "good call, follow up" is not.

Best Practices

• Say client names clearly out loud: Full names help a note land in the correct household, since Quin matches conversation to a Slant record based on who's mentioned.
• Mention account and trust names directly: Saying a trust or account name as it appears in Slant makes it easier for the note to attach to the right place.
• Review new prospect records after the first call: The first meeting creates the most new information, so it's worth a quick check that everything landed as expected.
• Correct mismatches early: If a note lands on the wrong household because two clients share a name, fix it right away so the record stays reliable.

Setting It Up

Connecting Slant takes an active Slant account with API access and an account level API key from a Slant admin. Once that key is added, Quin can start matching meetings to households, contacts, and prospects automatically. The connection lives under Settings, then Integrations.