The Perfect Pairing

Salentica CRM + Black Diamond Wealth Platform

Create an unparalled advantage for Advisors and deliver trusted expierences for clients.

Full-Circle Integration
  • 2-Way Sync
  • Thoughtful Data Exchanges
  • OnDemand Data Push
  • Nightly Batch Data Refresh
  • Contextual SSO

Fill Out The Form Below To Schedule Some Time With Your Relationship Manager To Understand How A Salentica CRM Can Improve Your Client Experience.
Salentica CRM + Black Diamond Wealth Platform

See How Salentica & Black Diamond Create Full-Circle Workflows

Use CRM to show up better prepared for client meetings

Show up smarter

Hold Smarter Meetings

Get a complete 360° view of every client and prospect. Leverage Activities+ to always know who has talked to whom and about what. Informed with accurate relationship history before every meeting.

Use CRM to get closer to clients and find new business

Get closer to clients

Proactive Reminders

InTouch makes it easy to record, create, and schedule activities for comprehensive planning. Proactively reminding you to touch-base and finding gaps inactivity.

Use CRM to close more deals

Close more deals

Close deals faster

Use Contact data points to easily find warm introductions from close relationships. Fully leveraging your team’s collective network and moving new business through the pipeline faster.

Asset Management CRM