Tech It Up From Reports to Relationships: Elevating the Advisor Experience
Jun 30, 2025
Leslie Martin, Director of Product Management at SS&C Black Diamond, and Michael Persin, Manager of Product Management, dive into enhancing client engagement. They discuss how personalized portals and real-time collaboration tools can transform advisor-client relationships. The duo emphasizes the significance of innovative tools that promote transparency and streamlined communication. Listeners will discover strategies to modernize their practices, deepening relationships and improving client experiences through tailored interactions.
AI Snips
Chapters
Transcript
Episode notes
Real-Time Interactive Client Timeline
- Black Diamond's Timeline creates a real-time, interactive feed for advisor-client communication inside the portal.
- Clients can respond directly, turning updates into ongoing two-way conversations and reducing email back-and-forth.
Embed Advisor Contact And Scheduling
- Provide clients with easy access to their advisory team's contact info and scheduling links inside the portal to strengthen personal connections.
- Make actions like scheduling a meeting just a tap away to reduce friction and improve engagement.
Tailored, Transparent Client Views
- The portal tailors views by life stage and preferences so clients see what matters most to them.
- Real-time access to reports and transaction history builds client confidence and a sense of control.