Bradley, Foster, & Sargent is a $9 billion employee-owned wealth management firm serving institutions, high-net-worth individuals and families nationwide. As the firm grew in both size and complexity, leadership recognized the need to evolve its technology infrastructure. Reliance on manual PDF forms, email attachments, and interdepartmental handoffs created unsustainable inefficiencies. They needed a CRM solution that could fit well into their tech stack.
Now, with Black Diamond Engage CRM, they have:
21 automated workflows replacing manual PDF-based processes
Significant time savings and improved data hygiene across departments
Seamless integration with Microsoft Dynamics, Outlook, and Power Apps
Enhanced scalability for continued organic and inorganic growth
