Salentica Elements with Black Diamond

Built for the unique needs of financial advisors on the Force.com® by Salesforce® Platform, Salentica Elements CRM empowers financial advisors to efficiently manage client relationships and grow with scale using automation.

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CRM for Financial Advisors

 

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.

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Salentica Elements with Black Diamond: a partnership created to deliver better experiences for financial advisors.

 

Native Integration
Offers financial advisors the ability to view Black Diamond PDF reports within the CRM platform
Tailor Made Solution
Built using advisor-friendly terms, custodial integrations, and visual workflow automation
Centralized Knowledgebase
Provides detailed records for each client relationship accessible via any mobile device connected to the internet
 

Salentica is the leading provider of integrated Customer Relationship Management (CRM) solutions for Wealth Management.

 

Learn more about using Salentica Elements with Black Diamond by scheduling a personalized demo.

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