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Black Diamond Asset Managment LLC Company Information

  • Calverton
  • 11933
  • New York
  • United States


We are a hybrid Robo advisor who uses social media to drive prospects to our website to compare their personal risk score profile with the risk score profile of their portfolio. The profiling tool allows us to model a portfolio that matches the prospects profile. The risk scoring tool also acts as a selling tool. Once the prospect see that their portfolio has a higher or lower risk score profile than matches their personality, we are able to use WebEx Remote Support to sell the prospect on our services during their visit to our website. When the prospect logs on to our site the financial advisor is notified and is able to start a conversation with the prospect using direct chat and then switch the prospect to the voice/video WebEx Remote Support system. The Remote Support system provides a face to face meeting with an advisor and allows the prospect to put a name to a face. In testing this new product, we have found that 80% of the time the portfolio has a risk profile score that is double the prospects score making it easy to convince the prospect to become a client.

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