Salentica Elements with Black Diamond
Built for the unique needs of financial advisors on the Salesforce® Lightning Platform, Salentica Elements CRM empowers financial advisors to efficiently manage client relationships and grow with scale using automation.
What is Salentica Elements?
A turnkey CRM solution, Salentica Elements is designed to help financial advisors strengthen relationships with clients and prospects through detailed records and proactive reminders for important tasks.
Salentica Elements and Black Diamond share a contextual integration which makes it easier for financial advisors to leverage the power of both tools in a single wealth platform.
Salentica Elements with Black Diamond: a partnership created to deliver better experiences for financial advisors.
Salentica is the leading provider of integrated Customer Relationship Management (CRM) solutions for Wealth Management.