Today, wealth management firms face greater complexity, with increasing data, stakeholders, and expectations, but they have less time to manage it all. Advisors need to provide personalized service, as well as make quick, smart decisions.
To accomplish this, a strong operational workflow foundation is required, and a firm’s CRM can support every stage of the wealth management process. In fact, CRM has evolved from a basic contact list into a central system that connects people, processes, and data throughout the client lifecycle. When used well, it not only supports growth but also makes it sustainable.
Black Diamond Engage is a flexible client relationship management solution built on Microsoft Dynamics 365 and purpose-built for the complex workflows and data models of wealth and asset managers.
Connect the Entire Firm
Engage acts as the main hub for wealth management firms, bringing all client interactions, workflows, and data together in one place. Everyone in the firm, from service to leadership, can leverage Engage to stay coordinated and accountable.
Business development teams can see referrals and pipeline activity with easy-to-see Next Best Action features powered by Microsoft Copilot. Operations teams can manage onboarding, account setup, and service requests clearly and consistently. Advisors gain instant access to relationship history, household data, and current asset information. Firm leaders can track advisor activity, client engagement, and business performance across their organization. Everyone can take advantage of a digital coworker in Engage using Copilot.
Designed for How Advisors Work
Built on Microsoft Dynamics 365, Engage integrates seamlessly with the Microsoft tools that advisory teams use daily, including Outlook, Excel, Teams, SharePoint, and Power BI. This allows employees to communicate with clients, manage documents, and collaborate without switching between systems, making things easier and encouraging adoption.
Additionally, Microsoft Copilot is built into Engage to support research, summarization, and workflows, empowering teams to quickly review past interactions, find key updates, and determine next steps. Copilot also helps identify missed tasks, highlight key clients, and present pipeline analysis or other KPIs. This ensures that Engage is easy to use from the start and becomes more useful over time.
Turning Efficiency into Insight
Beyond improving efficiency, Engage helps firms better understand their business. Automated workflows handle tasks such as client onboarding/offboarding, account opening/closing, disbursements, client reviews, and client events such as address changes, RMD processing, and trust related events, so advisors can focus on client relationships rather than paperwork. Dashboards show pipeline health, client growth, advisor productivity, and cost-to-serve, giving firm leaders the insights they need to make smart decisions and adapt quickly as things change.
Towle & Co., a nine-person investment firm managing separate accounts and private funds, switched to Engage, replacing scattered spreadsheets and manual processes with real-time visibility and shared accountability. By centralizing workflows in a single system, the firm improved efficiency and collaboration. As Brooke McMahon, Chief Operating Officer, says, “Now we’re all eyes on what needs to be done and how quickly we’re doing it.”
A Foundation Built to Scale
With Engage there isn’t a lengthy implementation thanks to prebuilt templates, dashboards, and Microsoft integrations that help firms immediately get started. As a firm evolves, Engage adapts too, letting teams adjust workflows, customize dashboards, and even train AI agents with Copilot Studio.
Ultimately, Engage helps RIAs, asset managers, multi-family offices, and trust companies grow with confidence, while still providing clear, consistent, and caring service to their clients.
See what SS&C Black Diamond CRM Solutions can do for your advisory business. Request your personal demo, call 1-800-727-0605, or email info@sscblackdiamond.com today.
