From Reports to Relationships: Elevating the Advisor Experience
Unlock the tools, trends, and technology powering stronger advisor-client connections.
Unlock the tools, trends, and technology powering stronger advisor-client connections.
In this episode of Tech It Up, Black Diamond product leaders Michael Persin and Leslie Martin share how advisors can level up client engagement through personalized portals, real-time collaboration tools, and integrated financial planning. If you’re looking to deepen client relationships and modernize your practice, this is one you won’t want to miss.
With over 11 years at Black Diamond, Michael Persin brings deep experience across multiple platform facets. Today, he co-leads the client experience theme, focusing on the tools that help advisors better connect with their clients, ranging from communication features and financial planning capabilities to partner integrations and the mobile experience. Michael is passionate about helping advisors strengthen client relationships and drive growth through a more streamlined, connected platform.
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Leslie Martin has been with SS&C Black Diamond since 2012, bringing over a decade of insight into how the advisor-client relationship has evolved. As Director of Product Management, she leads initiatives around Client Experience and Core Reporting, with a mission to ensure advisors not only look great in front of clients but also feel confident in the tools they use. A self-proclaimed product nerd, Leslie is passionate about building experiences that make the advisor-client connection more impactful, more modern, and above all, more human.
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