WINDSOR,
Conn., Nov. 2, 2023 /PRNewswire/ -- SS&C
Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the
latest advancement in wealth management technology, the Black
Diamond CRM module, integrated into the SS&C Black Diamond
Wealth Platform.
Designed exclusively for wealth managers and advisory firms, the
Black Diamond CRM module redefines the advisor experience by
offering a comprehensive managed services solution to reduce the
technology maintenance burden on advisors. This innovative module
seamlessly complements SS&C's existing CRM solutions, Salentica
Elements and Salentica Engage, providing firms with a
low-maintenance option while ensuring a smooth transition to
enhanced customization capabilities.
Key features of the Black Diamond CRM module include:
- InTouch: Empowering advisors to engage with clients at
the right moment, tracking and creating last and next client
touchpoints, including emails, calls, and client review
activities.
- Account Opening: Supporting both single and
multi-custodial workflows, account opening integrations save
advisors time and enable them to deliver a better client
experience.
- Time & Expense: Enabling advisors to gain insights
into time and resource allocations, facilitating assessment of the
investment in client relationships, all with automated efficiency
and profitability tracking.
- Workflow Manager: A comprehensive module streamlining
and automating business processes efficiently through dynamic
templates, approvals, checklists, and task management
orchestration.
- Robust Email Integration: A native in-email app that
bridges the gap between CRM and major email solutions, such as
Outlook and Gmail, eliminating manual data transfers and
synchronizing contacts, events, and tasks.
- Pre-built Integrations: Access to a curated catalog of
custodial and advisor technology integrations, simplifying and
automating the tech stack with support from Black Diamond's CRM
experts.
"Black Diamond CRM incorporates robust CRM capabilities into
SS&C's Black Diamond Wealth Platform and brings the power of
the leading enterprise CRM platform to advisory firms of all sizes
to fit their business," said Steve
Leivent, Co-General Manager, SS&C Advent. "This latest
enhancement complements Black Diamond's ongoing momentum, which
recently brought to market a model marketplace, financial planning,
and proposal generation functionality."
SS&C continues to drive excellence in industry-specific CRM
solutions, with offerings spanning Salentica, Tier1, and now Black
Diamond, all aimed at building trusted relationships and enabling
wealth management firms and investment banks to deepen and expand
their book of business.
About SS&C Technologies
SS&C is a global
provider of services and software for the financial services and
healthcare industries. Founded in 1986, SS&C is headquartered
in Windsor, Connecticut, and has
offices around the world. Some 20,000 financial services and
healthcare organizations, from the world's largest companies to
small and mid-market firms, rely on SS&C for expertise, scale,
and technology.
Additional information about
SS&C (Nasdaq:SSNC) is
available at www.ssctech.com.
Follow SS&C on Twitter, Linkedin and Facebook.
View original content to download
multimedia:https://www.prnewswire.com/news-releases/sscs-black-diamond-wealth-platform-transforms-advisor-experience-with-innovative-black-diamond-crm-301975512.html
SOURCE SS&C