Webinar: Forms in Focus, FINS Success Stories Webinar: Forms in Focus, FINS Success Stories
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Financial Services

Home / Archive by Category "Financial Services"

Category: Financial Services

Webinar: Forms in Focus, FINS Success Stories

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…

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Case Study: Hundreds of Bank Employees Trained by Job Role

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 Salesforce partner, the client soon realized that they needed ShellBlack’s onboarding and training expertise to drive adoption across multiple locations.   When ShellBlack conducts an implementation, our process includes Day…

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What’s Next for TD Ameritrade Institutional Salesforce Users

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…

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Next-Level Data Loads with Salesforce Platform Events

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…

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Simplify Service Requests with Business Process Launcher

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, they 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, not all processes are straightforward,…

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Salesforce Functionality to Support Your Business Processes

Client services and related business processes play a prominent role in our Salesforce implementations. Wealth advisors must not only serve their clients in a timely fashion — they must do so while gathering the appropriate level of detail to successfully address each request. Salesforce offers a variety of ways to capture these business processes within…

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Assign Sales Territories by Zip Code in Salesforce

ShellBlack clients often use some type of territory-based management system to assign accounts to sales representatives. Some financial services firms have very complicated criteria and assignment rules for their sales territories, while others prefer a much simpler approach. With Salesforce, sales assignment and management can be as robust or straightforward as needed to satisfy each…

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Financial Services Cloud: Lead Conversion

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…

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Achieving Email Compliance & Security in Financial Services Cloud

Regulated firms in the financial services industry 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 Financial Services Cloud can send, receive, and store email communication, it is essential to deliberately plan your compliance strategy for Salesforce. This blog…

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