Dedicated Service Team

We Take Service Seriously
Our unique 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. Your Implementation Consultant and service support 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 the platform’s native Case Management functionality.

  • An Extension Of Your Team

    To ensure you maximize the platform, your Implementation Consultant and your dedicated service support team, proactively collaborate with you to provide guidance and usage recommendations.

  • Turn Your Ideas Into Action

    You can submit enhancement requests through a Great Ideas dashboard. This input goes directly to the product team, which tracks themes to prioritize future platform enhancements.

  • Your Voice Matters

    Feedback is critical to our success. So each year, we ask for your candid opinion on our service and technology 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. Padilla
    President & CEO Padilla Wealth Management
  • Client Video

    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.

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  • Product Brief

    Our team helps you make the most of our award-winning solution.

    Learn More

Connecting the Dots of Your Practice so You Can Connect with Your Clients.