Author

Max Metcalf

Co-founder, Slant

Max co-founded Slant and leads product and engineering. He ships the features advisors see first, from Intake Forms and PDF and DocuSign automation to the AI models and customizable prompts behind meeting notes and Chat, and he believes advisors should be able to shape their CRM rather than work around it. He is based in Salt Lake City and studied at Brigham Young University.