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Michael Persin
Manager of product management at SS&C. Co-leads the client experience team, focusing on tools and functionality that shape how advisors manage their interactions with clients.
Best podcasts with Michael Persin
Ranked by the Snipd community
Jun 30, 2025
• 16min
From Reports to Relationships: Elevating the Advisor Experience
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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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