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…
A quick disclaimer: I won’t spend any time on the AI announcements at Dreamforce 2023, as that was covered in another post Dreamforce 2023 — A Keynote Recap Starring AI. For those interested in learning more about how AI might open up new opportunities for Financial Services, though, here is some suggested reading: The Rise…
Now Everyone’s an Einstein AI. You couldn’t miss it at Dreamforce. It was everywhere — signage, sessions, and news coverage. As dawn rose on the first day of Dreamforce (Tuesday, Sept. 12), AI product announcements were already flooding social feeds as the news embargo broke hours before Salesforce CEO Marc Benioff’s Dreamforce 2023 AI keynote…
When Salesforce solutions meet Formstack data-capture capabilities, cumbersome processes can quickly transform into fast, accurate workflows. As a trusted Salesforce consulting firm specializing in the Financial Services sector, ShellBlack leverages native Formstack Forms within Salesforce to create highly efficient digital workflows with no-code forms, documents, and signatures. The highlights below outline four real-world use cases…
Training is an important, but often overlooked, part of a Salesforce implementation. In the case of a large bank whose implementation was already underway with another partner, the client soon realized that they needed ShellBlack’s Salesforce consulting services — including onboarding and training to drive adoption across multiple locations. When ShellBlack conducts an implementation, our…
The TD Ameritrade Institutional Editions of Salesforce are being sunsetted. In other words, TD Ameritrade and Schwab will no longer maintain or support these legacy CRMs. If you are a wealth management firm using one of the TD Ameritrade Institutional Editions of Salesforce, you should have received an email from Schwab regarding your CRM. You…