Go beyond a basic client portal, and deliver an interactive and immersive online financial experience. By providing a one-stop-shop for your clients to gain insight into their complete wealth picture, you will put your value on display by boosting trust, loyalty, and overall satisfaction.
Take a tour of the Black Diamond Client Experience today to see how you can deliver a first-class financial hub.
During this webinar, you will:
- Learn about our forward-thinking approach and growth as it relates to the client portal
- See a demo of the main components within both the desktop and mobile environments
- Get a sneak peek into Client View – a new command center for advisors to efficiently manage your client relationships
Reach new heights with the Black Diamond Wealth Platform and the Client Experience portal.