David Vaughan Investments (DVI) is a fully integrated wealth management firm with $5.5 billion in AUM and more than 1,400 high-net-worth clients. As DVI expanded, they realized their existing legacy CRM wasn’t a long-term solution for the firm. They needed workflows, consistency, and a better way to train and empower client service associates.
Now, with Black Diamond Engage, they have:
25+ automated workflows driving operational consistency across the firm
Required Minimum Distribution (RMD) processing fully automated, saving hundreds of hours annually
Seamless Microsoft Outlook integration driving communication efficiencies
Read the full case study to learn more about their success with Black Diamond Engage.
