Faster Deployment, Faster ROI FSC Implementation Accelerator [Salesforce Partner Since 2010 logo] image of a Salesforce Dashboard configured for Advisors [accelerator logo] [shellblack logo] shellblack.com

Unlock #Salesforce's full potential for wealth firms with 1-10 advisors! Our FSC Implementation Accelerator brings expertise from 400+ engagements. Get custom layouts, advisor dashboards, lead conversion flows, and more — all at an accessible price.

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

#ShellBlack

[shellblack logo] image of two women looking at a computer monitor with a man in the background Increase CRM Efficiency Partner with ShellBlack to maximize Salesforce [Salesforce Partner Since 2010 logo] shellblack.com

Is your CRM helping or hindering growth? We customize #Salesforce to match wealth firms' unique needs. Our clients include 40% of Barron’s top 20 RIAs & Mega RIAs, who trust ShellBlack to drive growth. 

www.shellblack.com/services/?ut...

#ShellBlack #WealthManagement #FinTech #FinancialAdvisors

[shellblack logo] [Salesforce Partner Since 2010 logo] The ONLY Salesforce Partner Recognized by Kitces [kitces.com logo] shellblack.com

We are excited to announce that #ShellBlack is featured in the #Kitces Advisor Services Provider Map as the ONLY #Salesforce partner in the CRM Consulting section! View the map here > www.kitces.com/advisor-serv...

#WealthManagement #SalesforceConsultingPartner #FinTech

[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: Salesforce Agentforce Adoption Is wealth management ready for AI? We took a data-driven look at Salesforce Agentforce adoption, hurdles, use cases, and how RIAs are leveraging AI today.

#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

Salesforce end-user training, drive adoption, best practices Need Salesforce training for employees? Live hands-on or remote end-user training. Learn how to get the most out of your CRM. Drive user adoption, data quality

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

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