Purpose-Built CRM Solutions for
Wealth Management Professionals
Deliver proactive and personalized service at every stage of your client's journey with a Black Diamond CRM solution.
Accelerate Growth
Streamline prospecting, onboarding, and relationship management.
Deepen Relationships
Capture a complete view of client relationships with intelligent insights and engagement tools.
Choose the Right Fit
Select an option that suits your firm's size, structure, goals, and existing technology stack.
One of the first things we did when I joined the firm through an acquisition was to standardize many of our processes across multiple offices, as well as centralize operations on one technology platform. Key to that success was having a flexible and customizable CRM, along with deep integrations into our core portfolio management and reporting systems, which we had with SS&C.
CARY STREET PARTNERS
Your Complete CRM Provider
Simplify operations and enhance client service with powerful features found across our solutions that boost loyalty and drive growth.
Unified Workflows
Simplify processes with seamless integration and powerful automation that cuts through administrative clutter.
Centralized Contact Management
Consolidate client and prospect information for seamless personalized communication.
Holistic View of Clients
See contact, account, activity, and pipeline KPIs via dashboard insights to provide proactive, personalized financial advice.
Pipeline Management
Visualize and track your sales pipeline, from prospecting to onboarding, to accelerate new business growth.
Efficient Account Tracking
Monitor client portfolios, preferences, and financial goals in one location to deliver superior service.
Automated Client Interactions
Schedule reminders, meetings, and follow-ups to stay connected and organized in client interactions.
BLACK DIAMOND CRM SOLUTIONS OVERVIEW
Three Options, The Choice is Yours
Edge
Complete Managed Experience
Edge provides an outsourced CRM experience for your team, reducing operational and tech burdens for emerging firms and enhancing efficiency for larger organizations - no system migration is needed. Let us handle the tech, so you can focus on client relationships.
Foundation: Salesforce® Lightning Platform
Ideal For: Startups and breakaways through to larger wealth management firms using Black Diamond and need to outsource CRM administration.
VIEW THE PRODUCT BRIEF
Elements
Highly Configurable with a Vast Integration Network
Elements combines industry-specific features with trusted core CRM concepts and workflows. As a Salesforce AppExchange Partner, SS&C offers integration with a large selection of AppExchange solutions popular among advisors via our Elements CRM solution.
Foundation: Salesforce® Lightning Platform
Ideal For: Wealth, investment management, trust fiduciaries, and more who desire out-of-the-box financial services integrations within a fully configurable environment.
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Engage
Fully Customizable, Flexible, and Tailored for Enterprise Growth
Engage is a highly configurable CRM platform that harnesses the full power of Microsoft Dynamics 365, providing an advisor-centric CRM experience designed specifically for your firm. Leverage Microsoft's natively integrated ecosystem to help advisors grow relationships with ease.
Foundation: Microsoft Dynamics 365
Ideal For: Large wealth firms and companies with multi-business lines, including banking, trust, investment management, and more, in need of a bespoke enterprise solution built on the Microsoft infrastructure to harness the full capabilities of Microsoft and Engage together.
VIEW THE PRODUCT BRIEFReal-Time Data, Rapid Deployment
Access Black Diamond client relationship, portfolio, and account data via a streamlined installation. Rapid deployment and updates ensure seamless integration with custodians and portfolio management, keeping your CRM always up to date.
Sync Contacts and Relationships Effortlessly
Synchronize Address Data with Ease
Create Timeline Posts Directly from CRM Tasks
Trigger CRM Workflows Using Financial Account Data
Enjoy Single Sign-On and Contextual Linking for Convenience
Access Client and Financial Data Seamlessly in Outlook and Office 365
Black Diamond Insights
To further help you elevate your entire customer experience, Black Diamond CRMs natively integrate with some of the financial industry's most popular technology such as:
Black Diamond Integrations
Seamlessly connect with the tools you rely on - explore the complete list of powerful Black Diamond integrations.
Deliver Excellence at Every Corner of Your Business
