For advisory firms using Salesforce Financial Services Cloud (FSC), visibility into client interactions is crucial. However, Salesforce does not natively provide a consolidated activity view across all household members, objects, and activity owners. As a result, firms often struggle to see all interactions across household members in one place. In fact, we previously discussed these…
This blog post combines key takeaways from two sessions conducted by RBC Wealth Management at Dreamforce 2024: “How RBC Uses Einstein and Model Builder to Safely Deploy AI” and “Enhancing Wealth Advisors with AI & Strategic Partners.” In recent years, RBC Wealth Management has emerged as a forerunner for Salesforce to demonstrate the art of…
Key Takeaways and Themes from Dreamforce 2024 Dreamforce 2024 has come and gone. It was a whirlwind of information, presentations, and announcements that I’ll try to condense into a dozen or so key takeaways. Where possible, I’ll focus on themes with the greatest relevance to the Salesforce wealth cloud to resonate with our readers, customers,…
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…
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,…
Client services and related business processes play a prominent role in Salesforce Financial Services Cloud 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…
FinServ 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…