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ShellBlack | Your Trusted Salesforce Partner Since 2010
@shellblack.bsky.social
6 followers 3 following 47 posts
ShellBlack is a proven Salesforce partner with a targeted focus on the financial services industry. Our certified consultants are experts in Salesforce implementation and configuration.
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shellblack.bsky.social
#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
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.
www.shellblack.com
February 11, 2026 at 9:29 PM
shellblack.bsky.social
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...
February 5, 2026 at 5:12 PM
shellblack.bsky.social
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
[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
January 30, 2026 at 4:45 PM
shellblack.bsky.social
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
Training: Your Strategic Advantage [Professionals working collaboratively around a work table] [Salesforce Partner Since 2010 Logo] Visit: shellblack.com
January 21, 2026 at 8:03 PM
shellblack.bsky.social
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
January 13, 2026 at 8:54 PM
shellblack.bsky.social
Happy New Year from ShellBlack shellblack.com
December 30, 2025 at 10:14 PM
shellblack.bsky.social
Happy Holidays from our families to yours.
[image: soft blue blurred background with white snowflakes] Seasons Greetings [shellblack logo] shellblack.com
December 22, 2025 at 9:28 PM
shellblack.bsky.social
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
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
www.shellblack.com
December 17, 2025 at 3:50 PM
shellblack.bsky.social
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
December 10, 2025 at 3:45 PM
shellblack.bsky.social
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
December 2, 2025 at 10:48 PM
shellblack.bsky.social
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
The Salesforce Agentic Enterprise for Wealth Management shellblack logo
November 19, 2025 at 5:46 PM
shellblack.bsky.social
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.
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
November 11, 2025 at 5:47 PM
shellblack.bsky.social
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
November 4, 2025 at 11:05 PM
shellblack.bsky.social
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
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.
www.shellblack.com
October 27, 2025 at 7:47 PM
shellblack.bsky.social
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
October 22, 2025 at 4:36 PM
shellblack.bsky.social
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
October 8, 2025 at 9:39 PM
shellblack.bsky.social
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 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
www.shellblack.com
October 1, 2025 at 7:18 PM
shellblack.bsky.social
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
September 25, 2025 at 4:54 PM
shellblack.bsky.social
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 image representing an advisor with clients Empower advisors with the tools and insights they need Salesforce Partner Since 2010 logo shellblack.com
September 16, 2025 at 8:19 PM
shellblack.bsky.social
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
shellblack logo picture of ShellBlack employees Our M&A Expertise Helped Cut CRM Migration Time Salesforce Partner Since 2010 logo shellblack.com
September 10, 2025 at 5:54 PM
shellblack.bsky.social
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
September 3, 2025 at 3:57 PM
shellblack.bsky.social
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
August 27, 2025 at 5:44 PM
shellblack.bsky.social
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...
360-Degree View of Activities Household Activity Aggregator Salesforce Partner Since 2010 logo Image of the Aggregator in Salesforce Accelerators logo ShellBlack logo
August 21, 2025 at 6:08 PM
shellblack.bsky.social
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
Implement Grow Succeed ShellBlack Salesforce Partner Since 2010
July 30, 2025 at 7:59 PM
shellblack.bsky.social
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
Picture of Zoe Snow ShellBlack logo Please welcome our newest ShellBlazer Zoe Snow, Certified Salesforce Consultant
July 22, 2025 at 3:14 PM