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      • Household Activity Aggregator
      • Recurring Process Manager
      • LPL Financial Account Integration
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    • Wealth Management
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    • Insurance & Benefits
    • Mortgage & Lending
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Videos

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Category: Videos

Why ShellBlack?

ShellBlack delivers the technical expertise and innovative thinking Financial Services clients need for success when implementing Salesforce, enhancing an existing Salesforce org, or purchasing new Salesforce products such as Pardot, Marketing Cloud, or Experience Cloud.   Transcription of the video: Our Salesforce customers come in many shapes and sizes, but generally, there are three reasons…

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Simplify and Succeed with Salesforce

For Financial Services clients looking to generate leads, re-engage existing clients or tackle complex business logic or data migrations, the ShellBlack team can help organizations simplify and succeed with Salesforce. Our engagements vary in size and scope from a single department to “wall to wall” — across hundreds or even thousands of employees.   Transcription…

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Get to Know ShellBlack

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….

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