Financial advisors who rise above the crowd are the ones who develop amazing, consistent experiences for their clients. These advisors make it their mission to ensure that each client enjoys the same exceptional level of service and attention — every time, from every advisor. Each time a client calls for service or comes in for…
Preparing for client meetings can be very time consuming as you work through the many steps that need to be done to prepare . . . Find last year’s notes and review what you’ve already discussed Follow up on what you told your client you would be discussing this year Find or create presentations to…
Servicing clients is easy with Salesforce case management functionality. Cases function as process-driven objects, which means they are flexible and can accommodate many internal processes (such as change of address, death of a client, or compliance-related requests). With a few custom fields, you can quickly customize these for your team. However, some advisors have a…
Long before ShellBlack earned a reputation as one of the nation’s premier Salesforce consulting firms, our namesake was earning his stripes as a thought leader and highly sought-after problem solver. In this video profile, Shell discusses the company’s origins, the often-untapped potential of Salesforce, and the team’s passion for helping financial services clients achieve more….
A notable change Pardot announced recently is how you will log into Pardot Classic via the pi.pardot.com URL. Beginning with the Spring ’21 release [approx Feb 2021], Pardot’s current user authentication system will be discontinued and all users will be required to use the Salesforce single sign-on link (SSO). All Pardot users not enabled with…
Regulated firms using Salesforce Financial Services Cloud (FSC) must take special care with respect to email compliance as a portion of the “books and records” section of the Securities Exchange Act (SEA). Because FSC can send, receive, and store email communication to clients’ financial accounts, it is essential to deliberately plan your compliance strategy for…
As a Salesforce partner ShellBlack has seen many products based on the platform over the years and one of the most successful to date has been Financial Services Cloud (FSC). Financial companies of all types are seeing the value of Salesforce, particularly with a solution tailored to their needs. Part of the value FSC offers…
2020 will forever be remembered as the year our world was turned upside down by a virus. As I write this blog, some states are considering loosening up the stay at home restrictions and allowing certain “non-essential” businesses to open back up, with a phased approach. It will be months before we all return to…
One of the most insightful annual industry surveys published on the technology used by Wealth Management is theT3/Inside Information Advisor Software Survey by Joel Bruckenstein and Bob Veres. All tables and graphics in this post are from this survey. Published in February of 2020, the survey is 47 pages of technology vendor market share goodness….
On Monday November 18, 2019, Salesforce invited media guests to the Salesforce Tower to reveal news and product announcements on the eve of Dreamforce. On the forefront of my mind was if the acquisition of Tableau was in fact completed. In case you missed it, Salesforce announced their acquisition of Tableau on August 1, 2019…