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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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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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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.
Product Description
About this Product
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
About ShellBlack
With our singular focus on Salesforce, our consultants know the nuances of using the platform to fuel momentum for your financial services organization. We drive success by focusing on business processes, data insights, usability, and adoption.
Implementation — When you’re ready to become a Salesforce customer, our proven implementation process charts a course for success.
M&A and Data Migration — We make data migrations seamless by leveraging key customer data captured in legacy systems and external sources.
Marketing Automation —Gain valuable insights into customer interactions while enhancing engagement and measuring ROI.
Custom Development — Your business processes and metrics drive functionality that’s made to order, resulting in improved efficiency for your users.
Accelerators - Enhance Salesforce Financial Services Cloud with our easy to deploy and configure Accelerator packages.
Product Details
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.