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We’re excited to share that Black Diamond has a new home on LinkedIn: SS&C Black Diamond Wealth Solutions 

Home > Releases for Elements > 2023 Elements Releases > Elements Major Release 1--2023 Webinar--Replay
Elements Major Release 1--2023 Webinar--Replay
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LIVE WEBINAR

Elements Major Release 1--2023

 

SS&C's product experts give an in-depth look at the latest feature, Workflow Manager, deploying this August.

      

During this webinar, you will receive an exclusive preview of our newest product, Workflow Manager. Discover how this innovative feature can enhance your firm's capabilities by adding automation to capturing customer inquiries, documenting business processes, and efficiently managing audits and multi-step tasks. Join us to learn more!

 

Dorothy Hammond, Training Consultant, joins Jeremy Armstrong, Product Manager, for a deep dive session on our newest CRM enhancement.

 

Watch the Replay Here:

 

                                                 

 

Click here to watch the webinar replay for Elements Major Release 1 -2023

                                      

 

 

 

Webinar Speakers

 

 


   Dorothy Hammond                                     Jeremy Armstrong
 Training Consultant                                    Product Manager

                                             
 

 

 

Because all CRMs can be customized by the System Administrator, it is possible your views and access will differ. 
Please contact your System Administrator with questions on your firm's views and access.

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