What are Accelerators?

Accelerators are highly targeted solutions created by ShellBlack specifically for Financial Services clients. We’ve drawn upon the knowledge and skills gained during our many implementations to help clients address common use cases with packages that are easy to deploy and configure. By leveraging a ShellBlack Accelerator, clients not only realize more business value and utility from their Salesforce investment — they also benefit from reduced development time and costs.

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

Accelerator icon

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.

Accelerator icon

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!

Image of Household Activity Aggregator

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.

Accelerator icon

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 Wealth Management firms 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.

Image of Recurring Process Manager

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.

Accelerator icon

LPL Financial Account Integration

Accelerator

We created our LPL Financial Account Integration Accelerator to allow advisors affiliated with LPL Financial to see client account information directly in Salesforce. The integration provides visibility to financial accounts and balances on a daily basis.

Image of LPL Financial Account Integration

Results

One view — advisors now have a 360-degree view of their client relationships in Salesforce. No more swivel- chair activity!

Daily data feeds — integrates client data, financial account data, and participant data. Specific fields can be customized based on advisor needs.

Key insights — custom reports and dashboards can be created so advisors can analyze and act on client information efficiently and effectively.

Contact Us to Learn More

Data is the lifeblood of your CRM – it drives your processes, analytics, and user behavior. Make your customer information actionable! Let our team of specialists preserve, migrate, and surface your data.

info@shellblack.com
1.469.200.0800