Leslie Martin

Director of product management at SS&C Black Diamond. Focuses on client experience and core reporting, ensuring advisors look great in front of their clients and feel good about the tools they're using.

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Jun 30, 2025 • 16min

From Reports to Relationships: Elevating the Advisor Experience

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.

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