Advisors are harnessing #AI to manage tasks, personalize client engagement & scale efficiently. From consolidating data in a unified platform to automating workflows, AI allows advisors to focus on what matters: building relationships and growing business shellblack.com/wealth-manage…

More insights from #Dreamforce 2024: Read how a wealth firm is leveraging #AI to assist advisors with meeting prep, a cumbersome and time-consuming process that can now be accomplished in minutes, not hours or days with #Salesforce FSC Household Summaries. shellblack.com/wealth-manage…

Tomorrow, October 9th, I am speaking at Financial Planning's #AdviseAI Conference in Las Vegas with Salesforce's Michelle Feinstein, GM/VP Wealth & Asset Management, and two other speakers. The session: AI and Automation. conference.financial-plannin…

Recognized as a top CRM leader on the Kitces Financial Advisor Technology Map for our Accelerators, ShellBlack's reputation as a trusted #Salesforce partner continues to grow. Learn more about our newest Accelerators! shellblack.com/accelerators #Advisor #WealthFirms

I am excited to speak at Financial Planning's #AdviseAI Conference in Las Vegas on Wednesday, October 10th with Salesforce's Michelle Feinstein, GM/VP Wealth & Asset Management, and two other speakers. The session: AI and Automation. conference.financial-plannin…

For Wealth Management clients looking to generate leads, re-engage existing clients, or tackle complex business logic or data migrations, the ShellBlack team can help organizations simplify and succeed with #Salesforce. shellblack.com/industry/weal… #Advisor #WealthFirms #FINS

Ignite a return on your #Salesforce investment by leveraging a Salesforce-certified training instructor. We offer hands-on training sessions at your location or remotely over the Internet. Proper #training is the key to long-term end-user adoption. Visit shellblack.com/services/trai…

Your operations team works hard. ShellBlack Accelerators can help them work smarter! Learn how these cost-effective solutions can streamline processes and improve efficiency.  shellblack.com/accelerators #Salesforce  #WealthFirms  #FINS #FinancialServicesCloud #FinancialServices

The success of your M&A rollout hinges on the hard and smart work of countless players. ShellBlack works as a seamless extension of your M&A transition team to take #datamigration, change management, and CRM onboarding off your punch list. shellblack.com/services/migr… #Salesforce

Read our latest blog post about leveraging #Salesforce FSC for HNW and UHNW Clients. Personalized service is the key to cultivating business in the industry’s fastest-growing segments. shellblack.com/wealth-manage… #Advisor #WealthFirms #FINS #FinancialServicesCloud #FinancialServices

ShellBlack offers targeted solutions to help increase advisor satisfaction in Salesforce. Learn more about our road-tested solutions called Accelerators > shellblack.com/accelerators #Salesforce #Advisor #WealthFirms #FINS #FinancialServicesCloud