ShellBlack doesn’t just know Salesforce — we also know the details and nuances of using these powerful solutions to fuel momentum in the financial services arena. In fact, 95% of our engagements involve Salesforce CRM for financial advisors.

Wealth Management
Since 2010, ShellBlack has led engagements for a broad range of wealth management firms — helping them expand wallet share, increase client referrals, and further elevate their brands.
Banks & Credit Unions
We help banks and credit unions break their data out of silos to understand who their customers are, what they want, and how to maximize the value of each relationship.
Insurance & Benefits
For institutions specializing in commercial insurance, personal lines, property and casualty, or specialty products, ShellBlack creates an efficient, effective sales pipeline for existing customers and new prospects alike.
Mortgage & Lending
ShellBlack helps lenders leverage Salesforce to swiftly source, manage, and close loans; enhance underwriting and funding processes; and integrate valuable data with loan origination or lease administration systems.
Additional Finserv Expertise
Our Salesforce experience extends to virtually every facet of financial services. We help drive results for clients in these and other dynamic industry segments: leasing; funds and trusts; capital investment; asset management; tax and accounting; credit repair and debt consolidation; factoring and alternative lending; and factoring and alternative lending; and other sectors that could benefit from our Salesforce fintech expertise.

Contact Us to Learn More

Ready to realize your vision for Salesforce? Contact us to request a Salesforce wealth management demo.