Join Us For a Live Webinar: Working Together: Black Diamond and Redtail CRM
Learn how this integration provides you with an automated and synchronized experience.
Tuesday, October 27
Duration: 60 minutes
Join product experts from both the Black Diamond® Wealth Platform and Redtail CRM for a session demonstrating how the two systems work together. The topics discussed will cover recent enhancements including:
Client relationship data syncing into Black Diamond
Account data feeding into Redtail
Posting on your client’s Timeline directly from Redtail
Navigating between both systems through single-sign-on
Austin Johnson Subject Matter Expert and Trainer Redtail Technology
Shahyan Aly Manager, Product Management SS&C Advent
Please enter your details to register for the webinar:
If you would like to speak to a Black Diamond representative immediately, please email us.