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…
UPDATE: In 2020 this offering was rebranded to “Digital Wealth In A Box” In an earlier blog post we highlighted the market opportunity in wealth management for Salesforce. As we’ve discussed, Salesforce Financial Services Cloud (FSC) is a premium wealthtech platform – with an enterprise security model, robust APIs, and a massive ecosystem of third-party…
For those buying from Salesforce you might be approached to consider a RUL – Restricted Use License (also referred to as a Restricted SKU). Why should you look at a RUL? Well, it’s a way to get a Salesforce license at a reduced cost. Sounds great – sign me up! Slow down, there is a…
UPDATE: In 2020 this offering was rebranded to “Digital Wealth In A Box” I’m not sure I’d want to be RedTail right now. Salesforce has them in their sights. According to the T3 2019 Technology Survey, RedTail currently holds over 50% market share for CRMs in the advisor space. Number two on that list, at 8%,…
ShellBlack.com has successfully implemented Salesforce for hundreds of companies of all sizes and industries. Though every company is different (with unique goals, problems, and customers), our experience has allowed us to see specific patterns emerge. Looking back over the Salesforce projects our team has delivered, we’ve seen by edition, which features tend to get utilized. The infographic…
Implementing Salesforce on your own can sometimes feel like an adventure. There are many steps (and obstacles) to consider when planning your project. Where do you start, who should be involved, what are your top priorities, how do you want to configure Salesforce, and when do you import data and train users? Unless you have…