ShellBlack

10/06/2026

Marketing automation adds powerful functionality to Salesforce. Read about specific use cases in our blog, "How Wealth Management Firms Leverage Marketing Automation."
https://www.shellblack.com/wealth-management/do-i-need-pardot-for-wealth-management/?utm_source=LI&utm_medium=social&utm_campaign=li_org_map

09/30/2026

For financial services firms looking to generate leads, re-engage existing clients, or tackle complex business logic or data migrations, the ShellBlack team can help simplify and succeed with Salesforce. Our engagements vary in size and scope — from a single department to multiple offices with hundreds or even thousands of employees.
https://www.shellblack.com/services/?utm_source=LI&utm_medium=social&utm_campaign=leadgen_org_simplify

09/24/2026

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 ShellBlack can work as a seamless extension of your M&A transition team. https://www.shellblack.com/services/ma-crm-conversions/?utm_source=LI&utm_medium=social&utm_campaign=li_org_ma

09/16/2026

As M&A continues to reshape the wealth management industry, ShellBlack helps firms navigate key drivers of post-merger success:

✓ A single source of truth
✓ Aligned business processes
✓ Strong change management
✓ Role-based training that drives adoption

At ShellBlack, we’ve helped hundreds of financial services organizations navigate complex CRM migrations, consolidations, and Salesforce data transformations.

Our latest blog post explores what happens when post-merger technology integration lays the groundwork for client continuity and business growth.

Read more: https://www.shellblack.com/wealth-management/what-matters-most-to-your-clients-after-an-ria-acquisition/

09/10/2026

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

09/07/2026

08/26/2026

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

08/19/2026

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

08/12/2026

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/

08/05/2026

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/