Client relationship management should align with how your firm actually works. Black Diamond Engage delivers a purpose-built CRM designed specifically for financial professionals, built on the Microsoft Dynamics 365 platform.
Engage helps firms strengthen client relationships, automate workflows, and unify operations across teams while giving advisors, operations staff, and leadership the tools they need to collaborate and grow the business.
How Engage supports deeper relationships:
Automate advisory workflows such as account opening, onboarding, and operational processes
Manage complex client relationships with flexible household and entity mapping
Connect with portfolio management, planning, and other key systems for a unified technology ecosystem
