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Author

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Michael Persin

  • Manager, Product Management

Meet Michael

Michael is a Manager of Product Management focused on SS&C Black Diamond Wealth Solutions, where he leads strategic initiatives within the Client Management Experience. As a theme leader, he oversees the evolution of key product areas, including partner and statement integrations, financial planning tools, mobile applications, communication features, document management, insurance reporting, and CRM connectivity.

Since joining the organization in 2014, Michael has spanned roles in Operations, Client Service, and Product, bringing a well-rounded and deeply informed perspective to product strategy. His current work centers on cross-functional collaboration with clients, service teams, and sales to ensure development efforts are aligned with real-world needs and emerging trends in advisor-client engagement.

A champion for scalable, human-centered technology, Michael is passionate about helping advisors enhance their operational efficiency without losing the personalized service that defines their relationships.

Michael's Insights

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October 9, 2025

From client reporting to proposal generation, Black Diamond flexes with your firm’s unique needs.

By: Michael Persin & Sarah Hanrahan

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July 1, 2025

How Mobile Tech Strengthens Relationships, Retains Talent, and Future-Proofs Your Firm

By: Michael Persin

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June 17, 2025

In wealth management, poor communication quietly undermines trust, operational efficiency, and firm value.

By: Michael Persin

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February 18, 2025

Financial advisors today face a challenge: how to balance secure, long-term solutions with the need to stay competitive.

By: Michael Persin

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March 30, 2023

“Planning is bringing the future into the present so that you can do something about it.”
-Alan Lakein

By: Michael Persin

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October 20, 2022

Financial planning offers a solution that focuses on driving advisor’s planning operations.

By: Michael Persin

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