This past year, we rebuilt what a CRM for financial advisors can be. In this keynote, our CEO Frantz Widmaier shows you what we built and where we’re taking it. It runs about 55 minutes, and he spends most of it inside the actual product, not on slides. If you’ve been waiting to see Altitude in action before you judge it, this is the walkthrough to watch.
What Frantz covers
Frantz opens with the problem every advisor knows: too many tools that don’t talk to each other, and an AI assistant sitting in a separate tab that has no idea who your clients are. Then he gets into the product. You’ll see Pathfinder prep a meeting and build an automation through a plain conversation, with no code written. He walks through our memory system, the reports you get just by asking, and Speed Buttons that run an automation in one click. He builds a Smart Form live and shows it writing client data back into the CRM. Near the end he previews what’s still coming, including Elevate for client marketing and our mobile app for iOS and Android.
Who’s presenting
Frantz Widmaier is our CEO. He led the decision to retire our old software and build Altitude from scratch as an AI-native CRM. In this session he’s candid about why we did it, what’s live today, and what we’re shipping through the first quarter of 2027. The person who set the direction is the one walking you through the result.
Stick around for the time-study tool
At the end of the webinar, Frantz shares a tool we built to help you run a time study on your own day, so you can see exactly where your hours go before you decide what to change. Watch to the end to grab it.
See it on your own data
The keynote shows you what Altitude does. A demo shows you what it does for you. If what Frantz walks through looks like the system you’ve been wanting, book a demo and we’ll show you Altitude with your practice in mind.
Frantz Widmaier
Founder
Altitude CRM
