michael.pendergrass
Acronym
ShellBlack
Product ID
Salesforce-Consulting-Services
Description

Maximize your Salesforce investment with a trusted partner for FinServ.

Images
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Details
  • Since 2010, ShellBlack has delivered hundreds of wealth management engagements. We don’t just know Salesforce, we know FINs. In fact, over 75% of our clients are in Financial Services, and more than 10% are included in the Barron’s Top 100 RIA firms.
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Details
  • ShellBlack is a proven and trusted Salesforce partner with a targeted focus on the financial services industry. We help companies maximize their Salesforce investment — from implementation, marketing automation, development, to M&A data migrations.
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Details
  • ShellBlack Accelerators are targeted solutions that address common use cases in Financial Services Cloud. Clients not only realize more business value and utility from their Salesforce investment — they also benefit from reduced development time and cost.
Features

Maximize your Salesforce investment with a trusted partner for FinServ:

  • Consulting with over 10% of the Barron's Top 100 RIA firms
  • Providing Salesforce services to more than 250 Wealth firms
  • 75% of our business is from the Financial Services Industry
     
Vendors
ShellBlack
Schwab Products
SIT Provider
Section
CRM Consultants
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