ShellBlack | Your Trusted Salesforce Partner Since 2010

[shellblack logo] [background image of a man at a desk looking at reports and dashboards] Empower Your Advisors [Salesforce Partner Since 2010 logo] shellblack.com

Invest in your advisors with a tailored #Salesforce experience to support the unique demands of #RIAs. Let #ShellBlack empower your team to work smarter and deliver exceptional client service using a CRM solution that grows with your business.
www.shellblack.com/contact/?utm...

#FinTech #WealthTech

If your CRM isn’t a differentiator for your firm, it could be time for your tech investment to graduate to a more customer-centric approach. #ShellBlack helps financial firms Implement, Grow, and Succeed with Salesforce.

Contact us today. 
www.shellblack.com?utm_source=L...

#Salesforce

900+ Wealth Data Sources Multi-Custodial Data Aggregator for Salesforce FSC Top Providers Supported: Schwab Advisor Services (Charles Schwab) Fidelity Institutional Pershing Advisor Solutions Pershing LLC National Financial Services LLC (NFS) Apex Clearing Corporation DST Financial Advisor Network Interactive Brokers [Salesforce AppExchange logo] [ShellBlack logo + BridgeFT logo] Wealth Management Accelerator

Integrate data feeds from #CharlesSchwab, #Fidelity, #Pershing, and hundreds more providers – all in one unified platform with our Multi-Custodial Data Aggregator for #Salesforce Financial Services Cloud, powered by #BridgeFT. 

www.shellblack.com/products/#mu...

#ShellBlack #WealthTech #RIAs

#AI for wealth management is evolving fast — but most firms are still taking a cautious approach.

Here’s our take on #Salesforce #Agentforce adoption, real usage data, and what it means for #RIAs in 2026.
www.shellblack.com/wealth-manag...

#ShellBlack #WealthTech #FinTech #WealthManagement

As a #Salesforce partner since 2010, #ShellBlack consists of certified and tenured consultants. We’ve delivered more than 100,000 cumulative project hours for 475+ wealth firms, making ShellBlack a trusted partner for 40% of Barron’s top 20 RIAs and Mega RIAs. 

www.shellblack.com/industry/wea...

[Woman working at a computer with another individual in the background] [shellblack logo] M&A Force Multiplier Data migrations to keep your team focused on what they do best [Salesforce Partner since 2010 logo] shellblack.com

Let your M&A team focus on what they do best. #ShellBlack works as an extension of your transition team, handling data migration, change management & CRM onboarding. We take the tech heavy lifting off your plate so you can focus on the deal.
www.shellblack.com/services/mig...

#Salesforce

Training: Your Strategic Advantage [Professionals working collaboratively around a work table] [Salesforce Partner Since 2010 Logo] Visit: shellblack.com

Effective #Salesforce training doesn’t just give users an overview of its features and functions  — it dives deeper to accelerate user adoption and drive long-term success. #ShellBlack helps firms turn role-based #training into a strategic advantage. → www.shellblack.com/services/tra...

#RIAs

Another vote of confidence from one of our wealth clients in Pennsylvania! At #ShellBlack, we love hearing how our team makes a difference. We’re grateful for the trust and honored to be recommended to peers in the wealth management community.

appexchange.salesforce.com/appxConsulti...
#Salesforce

Happy New Year from ShellBlack shellblack.com

[image: soft blue blurred background with white snowflakes] Seasons Greetings [shellblack logo] shellblack.com

Happy Holidays from our families to yours.

Good #training is the foundation of end-user adoption — and it involves more than simply teaching someone how to create a record. Contact #ShellBlack to discuss a personalized training plan for your organization. www.shellblack.com/services/tra...

#Salesforce #FINs #RIAs #WealthManagement

If you’re weighing #Salesforce CRM vs #wealthtech, it’s time to look beyond checklists and ask:
➡️ Will this platform scale with my business?
➡️ Can it help me personalize client experiences?
➡️ Is my data working for me — or against me?

NEW BLOG: www.shellblack.com/wealth-manag...

#ShellBlack

A wealth management firm simplified its complex investor policy process with #ShellBlack — enhancing client experience, streamlining compliance, and replacing outdated workflows with modern tech.

Explore the success stories here: www.shellblack.com/financial-se...

#Salesforce #Formstack #FINTECH

The Salesforce Agentic Enterprise for Wealth Management shellblack logo

AI meets wealth management: #Salesforce’s #AgenticEnterprise is changing how advisors interact with data. See how this could transform your processes: www.shellblack.com/wealth-manag...

#ShellBlack #SalesforcePartner #Dreamforce2025 #AI #FinTech #WealthTech #AgentforceForFinancialServices

ShellBlack extends our heartfelt gratitude to all veterans who have served and continue to serve. We honor your courage and dedication today and every day. Alt Text Thank you for your service Veterans Day shellblack logo flag in the background

ShellBlack extends our heartfelt gratitude to all veterans who have served and continue to serve. We honor your courage and dedication today and every day.

Discover how a $29B RIA firm partnered with #ShellBlack to develop a scalable #Salesforce training program — including live sessions, video libraries, and M&A onboarding support.

www.shellblack.com/wealth-manag...

#SalesforcePartner #WealthTech #FinTech #SalesforceTraining #WealthManagement #RIAs

ShellBlack Case Study: Custom Salesforce Training for RIAs Discover how a $29B RIA firm partnered with ShellBlack to develop a scalable Salesforce training program — including live sessions, video libraries, and M&A onboarding support.

A $29B RIA firm turned to #ShellBlack for scalable #Salesforce training. From go-live to post-M&A onboarding, we delivered 30+ sessions, on-demand videos, and a repeatable model for future growth.
Read more 👉 www.shellblack.com/wealth-manag...

#WealthManagement #RIA #UserTraining

After go-live, the real work begins: streamlining processes, refining workflows, and driving efficiency.

#ShellBlack helps RIAs transform #Salesforce into a tool that lets you scale your firm with confidence.
Learn More -> www.shellblack.com/industry/wea...

#WealthTech #FinTech #Workflows #RIA

Introducing ShellBlack's Multi-Custodial Data Aggregator for #Salesforce FSC — the only solution that offers true multi-provider integration.

Watch the webinar recording to learn how our accelerator can support your team and serve your clients.
www2.shellblack.com/mcda_webinar

#BridgeFT

A passionate and enthusiastic group of certified consultants Empowering clients through innovative thinking, technical expertise, and determination. We're a diverse group that's passionate about the Salesforce community

The ShellBlack team is built on #Salesforce community leadership and tightly focused wealth management experience. This powerful blend of CRM expertise and financial services know-how is driving advisor engagement and customer satisfaction among our industry partners.

www.shellblack.com/about/

A regional bank turned to ShellBlack to rescue a stalled #Salesforce rollout—delivering custom #training, on-demand tools, and scalable support to empower over 200 employees across 50+ locations.

www.shellblack.com/financial-se...

#CertifiedSalesforceTrainers #Banking

shellblack logo image representing an advisor with clients Empower advisors with the tools and insights they need Salesforce Partner Since 2010 logo shellblack.com

Empower #advisors with the #Salesforce tools and insights they need to excel. By automating routine processes, advisors can work more efficiently and tailor their services based on client preferences and needs. Learn more  www.shellblack.com/wealth-manag...

#WealthManagement #RIA

shellblack logo picture of ShellBlack employees Our M&A Expertise Helped Cut CRM Migration Time Salesforce Partner Since 2010 logo shellblack.com

With ShellBlack as their M&A #Salesforce partner, a Barron's top 50 #RIA firm showed a 50% reduction in average time to complete a full CRM migration. Contact us today to find out how we can work as a seamless extension of your team. www.shellblack.com/services/mig...

#MergersandAcquisitions

Marketing automation adds powerful functionality to Salesforce. Read about specific use cases in our blog "How Wealth Management Firms Leverage Marketing Automation."
www.shellblack.com/wealth-manag...
#Salesforce  #WealthManagement #FinancialServices #RIA #Advisors #MarketingCloudAccountEngagement

Leverage our experience and best practices aggregated over hundreds of #Salesforce projects. Our team of certified consultants will guide your wealth firm through the #FSC implementation process, helping you avoid common pitfalls and apply best practices. 

www.shellblack.com/services/imp...

#RIA

360-Degree View of Activities Household Activity Aggregator Salesforce Partner Since 2010 logo Image of the Aggregator in Salesforce Accelerators logo ShellBlack logo

Simplify client oversight and elevate your service levels with our updated Household Activity Aggregator. New features include activity filtering, recurring activity tracking, and intuitive icons for related records. 

www.shellblack.com/services/acc...

Implement Grow Succeed ShellBlack Salesforce Partner Since 2010

If your CRM isn’t a differentiator for your firm, it could be time for your tech investment to graduate to a more customer-centric approach. ShellBlack helps financial firms Implement, Grow, and Succeed with Salesforce. Contact us today.  www.shellblack.com?utm_source=L...
#Salesforce

Picture of Zoe Snow ShellBlack logo Please welcome our newest ShellBlazer Zoe Snow, Certified Salesforce Consultant

We’re excited to welcome Zoe Snow to ShellBlack! 🌟

Zoe brings a sharp eye for detail and a commitment to delivering exceptional client experiences. As part of our growing team, she’ll play a key role in helping our clients transform the way they use Salesforce.

#ShellBlazers #SalesforcePartner

Understanding Salesforce FSC Core vs. Managed Package Explore key differences between the Salesforce Financial Services Cloud (FSC) core and managed package for advisors & wealth management firms.

RIAs & wealth firms—here’s what you need to know about migrating to #Salesforce Financial Services Cloud (FSC) Core:
🔹 Data model changes
🔹 Householding updates
🔹 Rollups & integrations
Blog:  www.shellblack.com/wealth-manag...
#SalesforcePartner #FSC #WealthManagement #RIA #CRM

How Shell Black Built a Salesforce Firm from Scratch Shell Black shares his personal journey — from solo blogger to Salesforce consultancy — celebrating 15 years of growth and grit.

Celebrating 15 years of Salesforce consulting excellence — with 50+ experts, 850+ clients served, and 2,700+ projects completed. Thank you for being part of our journey! 
www.shellblack.com/events/from-...
#15YearAnniversary #Grateful #SalesforcePartner #Salesforce #Milestone