Since 2010, we’ve led engagements for a broad range of wealth management firms — from independent registered investment advisors (RIAs) to firms with more than 100 billion in assets under management (AUM). Our hands-on expertise and thought leadership are known throughout the industry, making ShellBlack one of the top Salesforce consulting companies among wealth firms.

ShellBlack has delivered 100,000+ project hours in the wealth space and is recognized as a CRM leader on the Kitces Financial AdvisorTech Solutions map. We also lead the industry through key sponsorships. No wonder 40% of Barron’s Top 20 RIAs are ShellBlack clients.

Keep the client at the center of your universe
In our experience, business success is the product of personal, authentic client relationships, and ShellBlack has the targeted expertise to help you cultivate these valuable connections.

By guiding you through consistent communication strategies and effective use of digital tools to remember the small but important details about your clients, our consultants can help you expand wallet share, increase client referrals, and further elevate your brand among peers and prospects.

Unify and streamline vital client data
As firms grow, whether through organic means or mergers and acquisitions, client data often becomes spread across multiple systems. These disparate systems not only make it more difficult to manage the client relationship — they also threaten bottom-line profitability. Our Salesforce wealth management solutions can help improve your workflows and automation by connecting your client services team with a unified system that supports both compliance and consistency.

Actively manage your AUM growth
By tailoring the Salesforce Financial Services Cloud (FSC) to your business processes, we can help you execute your growth strategies — whether you’re focused on increasing AUM from your existing clients, expanding your centers of influence (COIs) and other professional relationships, building your brand with events and outbound marketing, or creating an acquisition pipeline.

Integrate custodial data into decision-making
Custodial data should be evaluated in the context of your client information. By integrating this data into your Salesforce wealth management CRM, advisors can better understand the value of that relationship and establish appropriate service levels. We have expertise integrating Orion, Tamarac, Black Diamond, Advent, and Broadridge just to name a few.

Keep your historical client data
Your CRM is only as good as your client data. ShellBlack has a dedicated team of specialists who are solely focused on migrating all of your customer information — including emails, recurring tasks, appointments, notes, documents, and more.

Migration statistics graphic

Leverage our experience in top CRM platforms
We specialize in, but are not limited to, these top wealth management platforms:

  • Redtail
  • Junxure
  • Tamarac CRM
  • Microsoft Dynamics
  • ProTracker
  • Grendel
  • Saleslogix
  • SmartOffice
  • GoldMine
  • Act!
  • Business Contact Manager
  • Bill Good Marketing
  • Salentica
  • Concenter XLR8
  • SugarCRM
  • Advyzon
  • Advent Portfolio Exchange (APX)
  • Interactive Advisory Software (IAS)

Drive success from day one
Inadequate or ineffective training is one of the most commonly cited reasons for failed CRM implementations. By providing day-in-the-life training, we ensure your team is proficient with Salesforce from the moment you go live. For each functional group, our consultants will demonstrate and teach end users how to effectively navigate and use Salesforce.

Contact Us to Learn More

Ready to connect with Salesforce experts who understand what matters most in wealth management? Contact us to put our experience and knowledge to work for you.