We are excited to introduce a brand-new CRM solution, Black Diamond CRM. This new offering will bring the power of Salesforce to advisors in a CRM solution that is fully incorporated into the Black Diamond^® Wealth Platform, purpose-built for advisors, and delivered as a managed solution.

Join Black Diamond leadership as they explore how Black Diamond CRM can transform how you manage your client relationships and take your practice to new heights! Key areas to be discussed include:

• Learning how your firm will increase productivity, create new efficiencies, and improve customer service
• As a managed experience, your firm will save time and valuable resources
• The ability to act on critical financial details within the CRM at the Account, Portfolio, and Household levels