Salentica Elements with Black Diamond

Salentica Elements is built for the unique needs of financial advisors on the Force.com® by Salesforce Platform. Its seamless integration with the Black Diamond Wealth Platform empowers financial advisors to efficiently manage client relationships and grow with scale using automated workflows.

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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 and Black Diamond share a contextual integration which makes it easier for financial advisors to leverage the power of both tools in a seamless single wealth platform.

 

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 financial advisors with detailed records for each client relationship accessible via any device connected to the internet
 

Salentica is a leading provider of integrated Customer Relationship Management (CRM) solutions and software with over 30 years of experience exclusively in CRM for Wealth Management.

 

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

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