In this episode of Tech It Up, hosts Jasmin Conner and Trent Berry sit down with Michelle Greive to explore how operational wellness inside advisory firms directly supports client financial wellness. They discuss why efficient workflows, unified data, and streamlined collaboration are becoming essential to delivering clarity, confidence, and stronger long-term outcomes for clients. Michelle shares practical insights on removing friction, scaling healthier operations, and using technology to create more space for meaningful planning and client conversations as firms build a stronger foundation for the year ahead.
Sales Engineer, SS&C Black Diamond Wealth Solutions
Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.
Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.
Co-HOST: Trent Berry
Trent Berry
Instructional Design Trainer, SS&C Advent
Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva.
In his spare time when not working or perfecting French cooking techniques in his kitchen, Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.
Featuring: Michelle Greive
Michelle Greive
Director, Product Management, SS&C Advent
Michelle Grieve, Director of Product Management at SS&C Advent, leads a team ensuring clients effectively utilize the Black Diamond Wealth Platform. She focuses on knowledge sharing, technical support, and client success.
