SS&C, a worldwide supplier of companies and software program for the monetary companies and healthcare industries, introduced a brand new shopper relationship administration know-how final week that goals to “redefine the advisor expertise.”
The Black Diamond CRM module, designed solely for wealth managers and advisory corporations, presents advisors “a complete managed companies resolution to scale back the know-how upkeep burden,” SS&C stated in an announcement.
The Black Diamond CRM module, which will probably be built-in into the SS&C Black Diamond Wealth Platform, comes with a number of key options. Advisors who use the module could have entry to a workflow supervisor, sturdy e-mail integration and insights into time and useful resource allocations. The module additionally helps single and multicustodial workflows and account opening integrations to assist save advisors’ time.
“This revolutionary module seamlessly enhances SS&C’s current CRM options, Salentica Parts and Salentica Interact, offering corporations with a low-maintenance possibility whereas guaranteeing a easy transition to enhanced customization capabilities,” the corporate stated.
Steve Leivent, co-general supervisor at SS&C Introduction, added that the most recent enhancement enhances Black Diamond’s ongoing momentum.
How can advisors attraction to subsequent era of buyers?
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