Black Diamond Performance Summary Email
Built for Financial Advisors.
Pull quarterly performance from Black Diamond, draft a personalized summary email per household, and queue it for advisor approval, reducing manual client outreach for advisor teams.
The manual work this replaces
Advisors rewrite the same quarterly performance update for every household, pulling numbers from Black Diamond by hand for each one.
How the automation runs
This process drafts each household's quarterly performance email. It pulls the period's return, contributions, and balance from Black Diamond, identifies the client and advisor from Salesforce, and composes a personalized summary using the firm's template and tone. Each draft is queued in the advisor's Outlook for review and approval before sending, and once sent the message is logged to the household record.
What changes after Caddi
Gets consistent, personalized performance updates in front of clients on time without advisors rebuilding each email.
Want Black Diamond Performance Summary Email automated at your firm?
Show us this workflow and we'll demo Caddi running it end-to-end on your tools.