ShellBlack

AI in wealth management isn’t about hype — it’s about turning data into informed decisions. Salesforce AI helps registered investment advisors (RIAs) unlock insights, automate manual work, and deliver more personalized client experiences at scale. From Einstein’s predictive intelligence to Agentforce’s AI-powered digital agents, the opportunity is real — but only if it’s configured for your firm. ShellBlack helps wealth teams use Salesforce the right way, aligning Einstein and Agentforce to your strategy so you can grow, scale, and serve clients more effectively.

https://www.shellblack.com/services/implementation/ -agentforce-einstein

Are you still spending hours manually reconciling client data or wrestling with inconsistent information across systems? There's a better way.

Introducing ShellBlack's Multi-Custodial Data Aggregator for Salesforce Financial Services Cloud (FSC) — the only solution that offers true multi-provider integration with tax lot synchronization.
Imagine a comprehensive view of all client investments, automated data flows, and precise matching logic — right in Salesforce.

Watch the webinar recording to learn how our accelerator, powered with data from BridgeFT, can support your team and serve your clients.
https://www2.shellblack.com/mcda_webinar

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 https://www.shellblack.com/wealth-management/three-roadblocks-to-creating-the-ultimate-client-experience/?utm_source=LI&utm_medium=social&utm_campaign=li_org_empower

Your Salesforce admin isn’t a professional trainer — we are. Relying on “one and done” customer relationship management (CRM) training doesn’t work.

ShellBlack delivers ongoing, role-based training so your teams actually use Salesforce the way your firm intended. Better adoption → better data → better client experiences.

See how other firms like yours improved adoption:
👉 https://www.shellblack.com/services/training/

Advisors operate at the household level. Salesforce activities don’t. When activities live across multiple objects and owners, advisory firms lose clarity.

For firms using Salesforce Financial Services Cloud (FSC), fragmented activity tracking creates risk — inconsistent messaging, missed follow-ups, and limited oversight.

We’ve enhanced our Household Activity Aggregator to deliver:

✔️ True household-level activity visibility
✔️ Filtering by Open, Completed, or Activity Type
✔️ Recurring activity controls
✔️ Admin customization for cleaner UX

If your CRM doesn’t show the full engagement story, it’s time to fix that.

Read what’s new:
👉 https://www.shellblack.com/financial-services/shellblack-fsc-household-activity-aggregator-enhancements/

Imagine cutting your pre-underwriting time from 4–5 days to less than 24 hours. That’s exactly what ShellBlack did for a Pennsylvania insurance company. Our Salesforce experts helped the firm fast-track its pre-underwriting process, enabling customers to get answers more quickly. By introducing time-savers like guided workflows and e-signatures, ShellBlack helped the client streamline data collection and document generation — dramatically reducing turnaround times. If you’re looking to accelerate underwriting while driving efficiency and elevating the customer experience, let’s connect. https://www.shellblack.com/industry/insurance/

Make informed decisions backed by data. Salesforce’s robust analytics and reporting capabilities empower your firm to gain actionable insights from client interactions, market trends, and performance metrics. This data-driven approach enables you to refine strategies, identify opportunities, and proactively address challenges.

https://www.shellblack.com/wealth-management/activity-metrics-track-activities-behind-the-scenes/

Business process management (BPM) isn’t just about automation — it’s about scale, consistency, and control. As RIAs grow, manual workflows and rigid processes become operational risks. In our latest blog, we break down BPM for RIAs, how Salesforce supports BPM, and how choosing the right approach can deliver real efficiency gains — like saving 12 minutes per process.

If you’re using Salesforce but still relying on spreadsheets, emails, or static workflows, this one’s for you.

👉 Read the full blog: https://www.shellblack.com/wealth-management/scalable-salesforce-business-process-management-for-rias/

In the highly competitive financial services space, your CRM platform is only as good as the customer experience it creates. ShellBlack can help you tap into Salesforce insights and automations that drive satisfaction and differentiate your firm in scalable, cost-effective ways.

https://www.shellblack.com/services/

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