Recorded Webinar
SS&C Salentica & Black Diamond: What’s New & What’s Next
The SS&C Salentica CRM seamlessly connects to the Black Diamond® Wealth Platform – empowering both solutions to work better together.
Watch the recording to hear how Salentica and Black Diamond product and solutions experts as they discuss brand new enhancements to this purpose-built integration. Take a deep dive into the features and functionality that advisors know and love, and see what’s new, including:
- Activity management and how InTouch from Salentica helps organize and plan outreach
- Best practices for workflow automation
- And much more
