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complex investor policy process with #ShellBlack — enhancing client experience, streamlining compliance, and replacing outdated workflows with modern tech.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

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

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 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

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

At ShellBlack, we help businesses unlock the full potential of Salesforce — transforming data into insights, and processes into efficiencies. If you're looking for a Salesforce partner who truly understands your needs, let's talk.

appexchange.salesforce.com/appxConsulti...

ShellBlack offers targeted solutions to help increase advisor satisfaction in #Salesforce. Learn more about our two newest Accelerators — Multi-Custodial Data Aggregator and our FSC Implementation Accelerator.

www.shellblack.com/accelerators...

#WealthTech #FinTech #RIAs #WealthManagement