How Cary Street Partners Leveraged Salentica Elements and the Black Diamond Wealth Platform to Standardize Processes Across Offices and Grow Relationships Effectively
Spearheaded by Breanna Payne, Senior Operations Systems Manager, Cary Street Partners engaged with Salentica to streamline operations and elevate client service.
“Our business is a relationship business, so anytime you can improve that experience and delight advisors and clients through your technology, it provides powerful ROI,” said Payne.