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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
2pm ET
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

Webinar Speakers:

Austin Johnson

Austin Johnson
Subject Matter Expert and Trainer
Redtail Technology

Shahyan Aly

Shahyan Aly
Manager, Product Management
SS&C Advent

Please enter your details to register for the webinar:
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