Building Client Relationships
By partnering with Black Diamond, Affiance Financial advisors are able to spend time on the tasks that help them build client relationships.
Combining Service With Technology
An Advent client for over 30 years, George Gouin of The Mason Companies, discusses how Black Diamond allows his firm to service clients at a higher level.
Leveraging the Black Diamond Client Experience
Brad Cox of Portfolio Solutions discuss how the Black Diamond Client Experience helps his firm build relationships with their clients.
The Next Evolution in Managed Accounts
The partnership between Black Diamond and SMArtX makes it easier for financial advisors to leverage the power of both tools in a seamless wealth platform.
Effectively and Efficiently Manage Client Relationships
Co-general Manager, Derek Landi, talks about the client relationship management solutions offered by Salentica and how the integration with Black Diamond is a competitive differentiator.
Wealth Managers Must Embrace Technology
Traditional wealth firms can no longer just rely on the personal relationship as a differentiator to their business. A recent FactSet/Scorpio survey found that a staggering 80% of high and ultra-high net worth individuals indicated that they would value a client-advisor relationship that is augmented by technology. Philipp Zerhusen, Director of Market Development at FactSet discusses the survey findings. Click here to read out Digital Wealth Management Series
Key Application and Technology Advisors Should Pay Attention Too
Jim Dowd, Founder and CEO of North Capital talks about the key applications that advisors should pay attention too, how to be better prepared for clients and future opportunties to take advantage of.
More Than A Technology Vendor
CEO Eric Clarke shares how Orion's concept behind Ascent 2018 is to have Advisors leave the Conference with strategies and goals to help increase business proficiency while also improving client relationships.
The Importance of Client Experience
Jesse Filburn of Advisors Excel Wealth Management emphasizes the importance of client experience, and how Orion helps his team improve.
The Target of Integration
Vilas Naralakattu, Technology Manager at Pinnacle Advisory Group, discusses how tools created by Orion help Firms gather data and find trends aiming towards target Integration.