Latest posts tagged with #ShellBlack on Bluesky
![[shellblack logo]
[Salesforce Partner Since 2010 logo]
The ONLY Salesforce Partner Recognized by Kitces
[kitces.com logo]
shellblack.com](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreiaiazup7flt3sinonupjbwrphzsulboc2ikicocxilxzzl7sgo3gq)
[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](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreidivksdrbg73y3lwqaibwbd34aowpx5a3r35amjtc663bvo3jrjzu)
[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](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreifshwoeesos7jxdan3dfx4gb7ljr4loysjr4z2soxx3puqqpyruui)
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](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreic3kwdqp5ak6vvngsmkauyvzpoavm7y5bbkttbvrua7h7hspbtfma)
[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](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreidtsxy7cdvulexyqmdjpfa33vka6kaz3dvmofzwzxrrqc7lpvcdhi)
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
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
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
