The Black Diamond® Wealth Platform frees you to devote the time you need to guide your clients through their complete wealth journey. Intuitive dashboards, robust functionality, smart integrations, and exceptional service make it easy to deliver a sophisticated, modern client experience.
ABOUT this webinar
Topic: Working Together: Black Diamond and Redtail CRM
Description: Join product experts from both the Black Diamond® Wealth Platform and Redtail CRM for a session demonstrating how the two systems work together. The topics discussed will cover recent enhancements including:
- Client relationship data syncing into Black Diamond
- Account data feeding into Redtail
- Posting on your client’s Timeline directly from Redtail
- Navigating between both systems through single-sign-on
WHAT ARE THE INTEGRATION POINTS BETWEEN BLACK DIAMOND AND REDTAIL CRM? This integration includes an account data feed into Redtail, client relationship data syncing into Black Diamond, direct Timeline posting from Redtail, and SSO.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this integration is available here.