Case Studies, Workshop

The Power of Integration: A Live Webinar with Black Diamond

about event

In today's rapidly evolving financial landscape, data isn't just an asset—it's the foundation for innovation, growth, and client trust. Join Milemarker and special guest Black Diamond for an exclusive webinar exploring how top-tier wealth management firms are embracing data and integration to gain a competitive edge.

Featuring

Josh Small, Senior Solutions Manager, Black Diamond
Jud Mackrill, Co-Founder, Milemarker
Jessica Perez, VP of Growth, Milemarker

Scalability

In this session, you’ll learn :

💻 Why data integration is critical for driving operational efficiency
and scalable growth

💻 Real-world examples of how leading firms are unifying their tech stacks to gain deeper insights

💻 Best practices for leveraging integrated platforms like Black Diamond to create a seamless advisor and client experience

💻 The strategic mindset forward-thinking firms adopt to turn data into decisions

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