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Author

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James McClenahen III

  • Sr. Director, Product Development

Meet James

James McClenahen drives digital transformation, leveraging over 15 years of experience to spearhead innovation in the financial services industry. He first honed his expertise in data optimization, process automation, and integrating disparate systems while holding a foundational role at NASA Ames Research Center. James consistently leads technology and operations, serving prominent Independent Registered Investment Advisors and Asset Management Firms.

In his current role, James directs product and strategy initiatives for SS&C's Black Diamond Wealth Solutions, incubating next-generation solutions tailored to the evolving needs of Wealth Management, Investment Management, Trust, and Fiduciary clients.

James's Insights

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September 9, 2025

Best practices for CRM consolidation with RIA mergers and acquisitions.

By: James McClenahen III

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May 13, 2025

How top advisors use CRM automation to save time, delight clients, and scale smart.

By: James McClenahen III

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March 18, 2025

How advisors can use their CRM to build lasting multi-generational relationships.

By: James McClenahen III

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November 7, 2024

Financial advisors looking to scale their firms and offer better client services need a technology edge.

By: James McClenahen III

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July 26, 2024

In the coming years, the Baby Boomer generation will pass on $68 trillion to their children.

By: James McClenahen III

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March 22, 2024

Compliance with regulatory requirements is a matter of legal obligation and a critical component of maintaining trust with customers, stakeholders, and regulatory bodies.

By: James McClenahen III

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