You’ve been working with a client for a few months, and you’re almost ready to check in with them. Before you do, you’d like to review your recent interactions to get their whole picture fresh in your mind. Strangely, though, when you look at their Household, you only see a few calls that you logged…
Financial advisors understand the importance of providing every client with excellent customer service. And yet, despite the best of intentions, advisors sometimes fall short in this regard. Why? At one level, failing to deliver a great client experience to everyone in a book of business simply comes down to time. While people might have the…
In a previous blog post, I wrote about compliant document storage for Salesforce. Now, we’re expanding the compliance conversation to cover two key wealth management touch points — social media and texting. Clients today expect fast one-to-one communications with practically everyone in their lives, including financial advisors, bankers, and insurance agents. The financial services industry…
The global pandemic changed the way businesses and consumers interact, and the investment industry was no exception. Prior to COVID-19, it was routine for advisors to meet face-to-face with clients. Whether it was an annual portfolio review or to discuss a particular financial issue, advisors used these meetings to build relationships, update clients on their…
Storing documents and forms for a wealth management firm can be a big job. Many forms need to be stored for compliance reasons, along with helpful notes to reference when planning investment or insurance reviews. It wasn’t so long ago that advisors’ offices were filled with filing cabinets stuffed with years’ worth of client documents….
Scheduling appointments with clients can be time-consuming and challenging, especially with meetings involving several people. You can spend a lot of time going back and forth, trying to find a time that works for everyone. Fortunately, Salesforce has a couple of solutions to make scheduling appointments easier: Salesforce Scheduler, which makes it easier for clients…
Human nature has conditioned us to want the shiny, new, highest-trimmed model of nearly everything — phones, cars, and even Salesforce! The powerful Salesforce marketing engine wants you to see how efficient your users will be when you purchase 20 SKUs — and those bundled deals make it difficult to resist! So you purchase all…
Wealth advisors work with many types of clients. Some people and families have straightforward wealth management needs, while others may benefit from more comprehensive financial planning to evaluate and explore relevant insurance solutions. Other types of clients include corporations looking for a knowledgeable advisor to help manage their 401(k) or group benefits such as group…
Consultants at ShellBlack work with many clients in Financial Services Cloud (FSC). With a few small customizations to this robust platform, our certified Salesforce consultants can make information clearer and easier for the end user to identify. Here are five of our favorite frequently used customizations: 1 — Reduce Reciprocal Roles duplication Households can have…
One reason wealth advisors use segmentation to divide their book of business is to track client service levels. Advisors have different service levels for each tier of clients. Some advisors have a very planning-centric practice with many subjects they can discuss with their clients in depth — and not just in an annual meeting, but…