Dedicated Client Advocate
We Take Service SeriouslyA single point of contact service model means we function as an extension of your team. Once your operations are in place, you experience a seamless transition to ongoing and unlimited service – including an introduction to your dedicated Client Advocate. Your Client Advocate, and their supporting team, get to know your business so they can effectively work as your technology partner.
Here When You Need Us
It’s easy to receive the answers you need – via phone, email or through the platform’s native Case Management functionality.
An Extension Of Your Team
To ensure you maximize the platform, your Client Advocate proactively collaborates with you to provide guidance and usage recommendations.
Turn Your Ideas Into Action
You have the ability to submit enhancement requests through a Great Ideas dashboard. This input goes directly to the product team who tracks themes in order to prioritize future platform enhancements.
Your Voice Matters
Feedback is critical to our success. Each year we ask for your candid opinion on our service and technology in order to drive change.
I am so impressed with the level of support from Black Diamond. They do an outstanding job of answering questions, knowing the platform intimately, and always being incredibly responsive.
Dion R. PadillaPresident & CEO Padilla Wealth Management
Combining high tech with high touch ensures your firm makes the most of our powerful suite of tools. Mikayla Pakula of Fieldpoint Private Bank & Trust discusses how the platform has grown over the years, enabling her firm to be a true holistic advisor to their clients.