From Reports to Relationships: Elevating the Advisor Experience

Tech It Up
30/06/2025 16 min
From Reports to Relationships: Elevating the Advisor Experience

Listen "From Reports to Relationships: Elevating the Advisor Experience"

Descargar episodio Ver en sitio original

Episode Synopsis

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.

More episodes of the podcast Tech It Up

Inside the Data: Pressures and Priorities Driving Investment Management Technology Decisions 15/12/2025
Reflecting on a Transformative Year: Rebrand, Relationships, and What’s Ahead 01/12/2025
Charting the Course: Geneva October Release 24/11/2025
From Evaluation to Implementation: The Dos and Don’ts for Selecting a Technology Vendor 12/11/2025
Tax-Loss Tactics with SS&C ALPS Advisors 10/11/2025
The Art & Science of Measuring Private Equity Performance 08/10/2025
Planning for the Unpredictable: Long-Term Care Conversations Advisors Need to Be Having 03/10/2025
AI Everywhere: What's Real, What's Not, and What Works 17/09/2025
Merging Minds, Managing Machines: AI Risk in M&A 21/08/2025
Strategic Structures: Managed Accounts to Meet Market Demands 04/08/2025
© 2003-2025 ZARZA | AHEAD OF OUR TIME
privacy policy
In God we trust In God we trust
PreSales Questions? Click Here
or call our toll-free line at +1-888-5002068 Miami, Florida, USA