Your Day-to-Day Financial Services Salesforce Partner
In the fast-paced world of financial services, your Salesforce platform needs to be agile, secure, and constantly optimized to drive growth and meet regulatory demands. But staffing a full-time, specialized Salesforce administrator or development team can be costly and inefficient. A fractional administrator may be a good compromise for smaller firms with 50 or so end users, but few can justify a full-time employee.
ShellBlack offers flexible, expert Salesforce support tailored specifically for financial services firms, including wealth management, banking, and insurance. Our value as a partner is backed by our experience working with hundreds of firms, along with our deep expertise in Financial Services Cloud (FSC) data models, integrations, data migrations, and business processes.
Pay-As-You-Go Salesforce Managed Services
Stop paying for expensive, long-term retainers or bundled support that you don’t fully utilize. Our time-and-materials (T&M) pay-as-you-go model means you only pay for the expert hours you need, when you need them.
Why Choose Our Flexible Support?
| Feature | Description | Benefit for Financial Services |
|---|---|---|
| Pay-As-You-Go Model | No long-term contracts or mandatory minimum retainers | Maximize ROI; only pay for the time and services you use |
| Expert Managed Services | Access to certified Salesforce consultants and developers with years of industry experience | Fill skill gaps immediately without hiring full-time or part-time staff |
| Financial Services Focus | Deep experience with FSC data model and FINS industries | Leverage industry-relevant solutions from Day One, while incorporating best practices |
| Salesforce Optimization | Get an objective review of your current Salesforce Org and processes | Identify untapped potential and improve user adoption/efficiency |
| Feature Enhancements | With three releases each year, our team keeps up with platform innovation and enhancements | Continuously improve and optimize your CRM |
| Solution Design | Support for designing, architecting, and implementing new capabilities while internal teams focus on day-to-day operations | Accelerate strategic initiatives with expert guidance and without disrupting core business operations |
| Supplement or Replace | Seamlessly backfill a lost admin or augment your existing internal team | Maintain business continuity and scale support capacity instantly |
| Aligned to an Individual | A dedicated, named resource handles all of your support needs | Maximize efficiency and eliminate time spent reeducating a new team for each request |
Everyday Salesforce Services from ShellBlack
Our managed services cover the full spectrum of your ongoing Salesforce operational needs:
- Administration and Maintenance: User management, data hygiene and imports, security reviews, and routine system health checks
- Customization and Enhancements: Building new fields or objects, custom reports, and dashboards
- Business Process Management: Workflows and automations tailored to meet your business needs
- Custom Development: Design and delivery of tailored solutions — including Apex, Lightning components, and custom integrations — to address complex business requirements and extend platform capabilities beyond standard configuration
- User Training and Adoption: Developing targeted training for new features or low-adoption areas
- Strategic Advisory: Reviewing business processes, roadmapping future platform growth, and ensuring alignment with business goals
- Integration Support: Maintaining and troubleshooting connections with third-party FinTech
- Industry Products: Accelerators designed to enhance Salesforce and fill functionality gaps
- Salesforce AppExchange: Installation and configuration of AppExchange solutions
- Marketing Automation: Assist with new initiatives and campaign creation for Salesforce Marketing Cloud products, including Agentforce marketing
If you are ready to make a change from your current support services, contact ShellBlack today to discuss how our flexible T&M pay-as-you-go model can benefit your business.
FAQ
How does ShellBlack’s pay-as-you-go model differ from a traditional retainer?
Unlike retainers that require up-front commitments, our hourly time-and-materials (T&M) pay-as-you-go model only charges you for the work we complete. This gives you the flexibility to scale usage up or down, pause at any time, and avoid losing unused hours or budget.
What are the benefits of working with a dedicated Salesforce support resource?
Business continuity, efficiency, and risk management are key benefits of using a dedicated resource. This approach supports continuity by having a single source of truth for Salesforce operations. It also eliminates wasted time and reduces operational risk associated with reeducating a new support team or individual for every request.
Why choose a financial services–focused Salesforce partner like ShellBlack instead of a generalist provider?
We specialize in financial services. Our team brings deep expertise in the Financial Services Cloud (FSC) data model and extensive experience across industries such as wealth management, banking, and insurance. This industry focus means we understand your unique workflows, client needs, and integrations from Day One — delivering faster, more effective support without the learning curve of a generalist provider.