Discover how the Black Diamond® Wealth Platform pairs perfectly with SS&C Salentica for CRM.
From instant-access to in-depth reports to conceptual deep links and analytics - it's not one feature specifically that users love. Learn how Black Diamond and Salentica make daily life a breeze with data syncs that handle the needs and workflows of any team.
Topics covered include:
Activity management and how InTouch from Salentica helps organize and plan outreach
Best practices for workflow automation
Upcoming partnership enhancements
Better Together: Black Diamond and Salentica
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