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