Unlocking the Power of Multi-Custodial Data Aggregation for RIAs In today’s digital-first wealth management landscape, client expectations are evolving as rapidly as technology. Real-time insights, personalized service, and seamless access to comprehensive financial data are no longer just nice to have — they’re essential. In a recent joint webinar, industry leaders came together to address…
At the inaugural Financial Planning Advise AI conference in Las Vegas, ShellBlack joined an impressive slate of industry experts to unpack the impact of artificial intelligence (AI) for financial advisors. No matter the size of the financial firm, AI has the potential to help advisors nurture client relationships and grow the business more efficiently. President…
This blog post combines key takeaways from two sessions conducted by RBC Wealth Management at Dreamforce 2024: “How RBC Uses Einstein and Model Builder to Safely Deploy AI” and “Enhancing Wealth Advisors with AI & Strategic Partners.” In recent years, RBC Wealth Management has emerged as a forerunner for Salesforce to demonstrate the art of…
Key Takeaways and Themes from Dreamforce 2024 Dreamforce 2024 has come and gone. It was a whirlwind of information, presentations, and announcements that I’ll try to condense into a dozen or so key takeaways. Where possible, I’ll focus on themes with the greatest relevance to the Salesforce wealth cloud to resonate with our readers, customers,…
In the dynamic landscape of wealth management, catering to the needs of High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients is a valuable opportunity that requires a highly targeted approach. These clients are both discerning and astute; they seek a high level of personalization, uncompromising attention to detail, and a profound understanding of…
As this Salesforce blog post explains, artificial intelligence (AI) technology in wealth management is a hot topic — and with good reason. AI wealth tech not only helps advisors identify their most promising opportunities, but it also serves up insights and strategies to foster meaningful relationships by anticipating and catering to the unique needs of…
Salesforce Certificates Overview Once a year, Salesforce admins receive an email with the subject “SFDC Expiring Certificate Notification.” (You may receive this email multiple times if you don’t know what to do and decide to ignore it.) The email contains the following explanation: You have one or more certificates in your Salesforce org My Awesome…
From specialized tax and estate planning tools to advanced portfolio analysis solutions, it truly is a golden age of technology for financial advisors. Among the many tools a financial advisor might implement when working with clients, many advisors consider their client relationship management software (CRM) to be the central hub of their tech stacks. According…
Introduction In the fast-evolving landscape of mergers and acquisitions (M&A) for registered investment advisors (RIAs), staying abreast of trends and technological shifts is crucial. In a recent webinar sponsored by DeVoe & Company, Mirador*, and ShellBlack, experts delved into the intricacies of wealth management M&A transactions from the technology side. Brad Grubb, Managing Director at…
Client meetings are an important part of a wealth advisor’s client servicing experience. Yet many need help implementing a cohesive, centralized strategy to execute and follow up on these financial planning meetings, which limits the advisor and client service rep efficiency. Tracking scheduled meetings and related notes outside of Salesforce is common, but offers limited…