ShellBlack Accelerators: Salesforce Time-Savers

What are Accelerators?

The best Salesforce partners use their vast experience in wealth management tech to support firms of all sizes and maturity levels. That’s why we’ve created ShellBlack’s Salesforce Accelerators for Financial Services Cloud (FSC) — CRM software for financial advisors that’s easy to deploy and configure. These cost-effective solutions draw upon the knowledge and skills gained during our many implementations to help clients address common use cases. By leveraging ShellBlack Accelerators, Salesforce users not only realize more business value and utility from their wealth management CRM solution — they also benefit from reduced development costs and time.

These road-tested solutions are designed to enhance the end-user experience — whether by reducing clicks to increase efficiency, providing custom visualizations that highlight exceptions and make information actionable, or facilitating data integrations that provide users a single pane of glass to understand and manage their customer relationships.

Key benefits:

Saves time and increases adoption
Keeps development costs low
Solves common industry challenges

FSC Implementation Accelerator for Wealth Firms

Accelerator

Our FSC Implementation Accelerator gives wealth firms a fast foundation for growth. We’ve channeled best practices from more than 400 Salesforce wealth engagements to pack big functionality into a cost-effective accelerator for firms of 1–10 advisors that offers expedited implementation, user-friendly features, and end-user training to drive adoption.

Desktop display of FSC Section in FSC Implementation Accelerator

This powerful solution includes

User-friendly layouts and custom fields shaped by best practices
Starter reports and advisor-centric dashboard
Expert configuration of Home Page, Leads, Accounts, Contacts, Opportunities, Financial Accounts, Tasks, and Events
Lead qualification process
Client sales process

Lead Conversion Flow to facilitate Household creation
Custom automations for enhanced relationship navigation
Referral Quick Action and Alert Quick Action to reduce clicks
End-user training

Results

User-friendly interface and tools — our intuitive fields and layouts are shaped by best practices, with expert configuration and starter reports to drive efficiency and insight.

Lead qualification and conversion — built-in sales processes and lead conversion flows support a seamless client experience.

Faster deployment for faster ROI — start using the CRM in weeks, not months, to accelerate performance.

Business Process Launcher

Accelerator

Financial Services organizations that use Salesforce native cases to track client service requests such as address changes, investment changes, new client onboarding, or to move money, will benefit from our Business Process Launcher. It provides an intuitive, easy-to-use interface that guides users through different screens and ensures the right data is collected for each unique scenario. This accelerator works well with our Recurring Process Manager Accelerator.

Results

Intuitive and easy to use — provides a simplified interface with clear guidance on which business process to select. Pre-populated text can provide the user with additional guidance and instructions to ensure the right data is collected (similar to Junxure actions).

Tailored data entry forms — users are presented with only the fields necessary for the selected business process, which reduces data entry errors, increases adoption, and reduces request processing time.

Customizable — like most of our accelerators, we put the power in your hands to easily update and customize specific attributes within the component. Choose to configure items like the tile icons, colors, help text, form fields, and more.

Household Relationship Manager

Accelerator

Created specifically for our Wealth clients, the Household Relationship Manager Accelerator simplifies data entry by allowing advisors to quickly create new records and household relationships with the click of a button. Fields mapped between the individual and the household stay in sync with each other, and we make it easy to select what information should be synced.

Results

Save time and increase adoption — simplify data entry, quickly creating new records and household relationships with the click of a button. Your advisors and back office team will love it!

Maintain data integrity — keep records in sync, ensuring quality for reporting while reducing data-entry errors (and missing information!).

Customize the experience — map the fields that should stay in sync between the individual and the household.

Household Activity Aggregator

Accelerator

This accelerator was created specifically for Financial Services clients who need a holistic view of all activities related to a household, regardless of where the activities live in Salesforce or which users within the household hierarchy are associated with the activities. If you rely on Activities to track client interactions, or if you migrated to Salesforce from Redtail or Junxure, this accelerator is a must!

Results

Single view — users no longer need to search through various Salesforce objects to see prior interactions or touch points for all household members, regardless of activity owner.

Client oversight — ensures that consistent messaging is firm-wide, and makes auditing easier since all Activities can be seen at a glance.

Consistent touch points — provides the complete picture of all touch points to ensure that service levels are being met.

Recurring Process Manager

Accelerator

Originally developed to assist with creating recurring cases, our accelerator can be used on any Salesforce custom or standard object, with few exclusions. Popular use cases for this wealth management technology solution would be reminders for recurring withdrawals or deposits, new cases for each tax year, cases for monthly touches if not using Activities, required minimum distributions (RMDs), or to use in conjunction with our meeting center utility to schedule recurring touch points.

Results

Consistent date cadence — because our process lives in code, we can account for date outliers like leap day and tailor end-of-month scheduling to fall on the last day of each month, no matter the number of days on the calendar. Additionally, if a key date lands on a weekend or holiday, we can ensure that the due date is calculated to shift accordingly, such as the Friday before or Monday after.

Customizable — we make it easy for you to create new processes. You decide which objects and fields you want to use, then customize the triggers that will prompt a new record to be created.

Scalable — multiple objects can be configured to run at the same time, allowing processes to run across the system concurrently and in real time.

For more information about this Accelerator, head over to our blog and read Rev Up User Productivity With Our Recurring Process Manager.

Contact Us to Learn More

ShellBlack Accelerators are designed to save you time and money and solve many common challenges for financial service clients in Salesforce. Our team is ready to discuss which accelerator(s) would be right for your organization. Contact us today.