Shell Black

Advisors are harnessing #AI to manage tasks, personalize client engagement & scale efficiently. From consolidating data in a unified platform to automating workflows, AI allows advisors to focus on what matters: building relationships and growing business shellblack.com/wealth-managem…

More insights from #Dreamforce 2024: Read how a wealth firm is leveraging #AI to assist advisors with meeting prep, a cumbersome and time-consuming process that can now be accomplished in minutes, not hours or days with #Salesforce FSC Household Summaries. shellblack.com/wealth-managem…

Tomorrow, October 9th, I am speaking at Financial Planning's #AdviseAI Conference in Las Vegas with Salesforce's Michelle Feinstein, GM/VP Wealth & Asset Management, and two other speakers. The session: AI and Automation. conference.financial-planning.com/event/advise-a…

Read about the key takeaways from Dreamforce 2024 in our latest blog. No surprise, but AI was the focal point again this year with the official launch of Agentforce. shellblack.com/financial-serv… #DF24 #Dreamforce #Salesforce #AI #FinancialServicesCloud #Agentforce #Advisors #RIAs

Dreamforce 2024 to mark the release of ShellBlack's latest cost-effective Accelerator for Salesforce Financial Services Cloud, tailored for wealth firms and RIAs. Read the press release here--> prlog.org/13038278.pdf #DREAMFORCE #DF24 #Salesforce #WealthManagement #RIAs #FSC

Recognized as a top CRM leader on the Kitces Financial Advisor Technology Map for our Accelerators, ShellBlack's reputation as a trusted #Salesforce partner continues to grow. Learn more about our newest Accelerators! shellblack.com/accelerators #Advisor #WealthFirms

I am excited to speak at Financial Planning's #AdviseAI Conference in Las Vegas on Wednesday, October 10th with Salesforce's Michelle Feinstein, GM/VP Wealth & Asset Management, and two other speakers. The session: AI and Automation. conference.financial-planning.com/event/advise-a…

For Wealth Management clients looking to generate leads, re-engage existing clients, or tackle complex business logic or data migrations, the ShellBlack team can help organizations simplify and succeed with #Salesforce. shellblack.com/industry/wealt… #Advisor #WealthFirms #FINS

Ignite a return on your #Salesforce investment by leveraging a Salesforce-certified training instructor. We offer hands-on training sessions at your location or remotely over the Internet. Proper #training is the key to long-term end-user adoption. Visit shellblack.com/services/train…

Your operations team works hard. ShellBlack Accelerators can help them work smarter! Learn how these cost-effective solutions can streamline processes and improve efficiency.  shellblack.com/accelerators #Salesforce  #WealthFirms  #FINS #FinancialServicesCloud #FinancialServices

The success of your M&A rollout hinges on the hard and smart work of countless players. ShellBlack works as a seamless extension of your M&A transition team to take #datamigration, change management, and CRM onboarding off your punch list. shellblack.com/services/migra… #Salesforce

Read our latest blog post about leveraging #Salesforce FSC for HNW and UHNW Clients. Personalized service is the key to cultivating business in the industry’s fastest-growing segments. shellblack.com/wealth-managem… #Advisor #WealthFirms #FINS #FinancialServicesCloud #FinancialServices

ShellBlack offers targeted solutions to help increase advisor satisfaction in Salesforce. Learn more about our road-tested solutions called Accelerators > shellblack.com/accelerators #Salesforce #Advisor #WealthFirms #FINS #FinancialServicesCloud

Work smarter, not harder with AI and Salesforce. Read our latest blog post to discover the types of AI offered by Salesforce and to explore potential use cases for wealth firms: shellblack.com/wealth-managem… #AI #SalesforceAI #WealthManagement #FINTECH #WealthTech #Salesforce #Advisor

“Shell Black and the leadership team see me.” — Greg, Solution Engineer ShellBlack is hiring new #ShellBlazers to join our growing team. Apply today! >shellblack.com/join #ShellYeah! #SalesforceConsultingPartner #Hiring #Salesforce #SalesforceConsultants

As a certified #Salesforce partner focused on #wealthmanagement, ShellBlack has earned a reputation for our commitment to customer success. Our ability to deliver tailored solutions that meet our client's unique needs is reflected in our five-star rating. shellblack.com/industry/wealt…

One of the most-cited reasons why CRM implementations fail is that users were not trained properly, or at all! Good training is the foundation of end-user adoption. Contact ShellBlack to discuss a personalized training plan for your organization. shellblack.com/services/train…