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ShellBlack is a proven Salesforce partner with a targeted focus on the financial services industry. Our certified consultants are experts in the implementation and configuration of Salesforce, and provide customized solutions to streamline the way you market your brand, sell your products and services, and support your customers.
Since 2010, we’ve led Salesforce engagements for hundreds of wealth management firms — from independent registered investment advisors to firms with more than 10 billion in assets under management.