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…
When working in Salesforce, there are many situations that could prompt the need to initiate a data load. Perhaps you need to perform a mass update to a particular field or purge bad data from the system, for example. While the Data Loader and its cousins like DataLoader.io are wonderful tools, they may not always…
ShellBlack is excited to announce our selection as an honoree in the Dallas Business Journal’s 2022 Best Places to Work Awards. The award is presented annually by the Dallas Business Journal to respected employers in the North Texas region. This year’s nominees included more than 300 companies competing in five categories, based on size. Only…
Is Dreamforce Back? That was the big question for me months ago as I registered for Dreamforce, made hotel reservations, and booked my flight. Rumor was that the conference would be constrained to 30,000 attendees, partly because the service industry in San Francisco had not fully recovered from the pandemic. Who would be attending? Would…
As discussed in a prior blog, using Salesforce case management functionality to service client requests is relatively easy. Because Cases function as process-driven objects, these CRM solutions for financial advisors are flexible and can accommodate many different types of client service requests (such as change of address, death of a client, or compliance-related requests). However,…
