Dedicated Service Team

Dedicated Service Team

We Take Service Seriously
Our unique service model means we function as an extension of your team. Once your operations are in place, you experience a seamless transition to ongoing and unlimited service. Your Implementation Consultant and service support team get to know your business so they can effectively work as your technology partner.
  • Here When You Need Us

    It’s easy to receive the answers you need – via phone, email, or the platform’s native Case Management functionality.

  • An Extension Of Your Team

    To ensure you maximize the platform, your Implementation Consultant and your dedicated service support team, proactively collaborate with you to provide guidance and usage recommendations.

  • Turn Your Ideas Into Action

    You can submit enhancement requests through a Great Ideas dashboard. This input goes directly to the product team, which tracks themes to prioritize future platform enhancements.

  • Your Voice Matters

    Feedback is critical to our success. So each year, we ask for your candid opinion on our service and technology to drive change.

  • I am so impressed with the level of support from Black Diamond. They do an outstanding job of answering questions, knowing the platform intimately, and always being incredibly responsive.
    Dion R. Padilla
    President & CEO Padilla Wealth Management
  • Client Video

    Combining high tech with high touch ensures your firm makes the most of our powerful suite of tools. Mikayla Pakula of Fieldpoint Private Bank & Trust discusses how the platform has grown over the years, enabling her firm to be a true holistic advisor to their clients.

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  • Product Brief

    Our team helps you make the most of our award-winning solution.

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Connecting the Dots of Your Practice so You Can Connect with Your Clients.

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