Happy Thanksgiving from our family to yours
November 26, 2024 at 3:43 PM
Happy Thanksgiving from our family to yours
Start delivering more personalized client experiences with unified data from industry leaders, including Charles #Schwab, #Fidelity, #Pershing, and more.
appexchange.salesforce.com/appxListingD...
#ShellBlack #Salesforce #BridgeFT #RIA
appexchange.salesforce.com/appxListingD...
#ShellBlack #Salesforce #BridgeFT #RIA
![900+ Wealth Data Sources
Multi-Custodial Data Aggregator for FSC
[available on the appexchange logo]
comparison chart image
[accelerator logo]
[shellblack logo]
shellblack.com](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreiai7cjhpuldaw5qzn4dbrfch3sa4oikoar4vz34lilutyagm3t2em)
May 27, 2026 at 2:36 PM
Start delivering more personalized client experiences with unified data from industry leaders, including Charles #Schwab, #Fidelity, #Pershing, and more.
appexchange.salesforce.com/appxListingD...
#ShellBlack #Salesforce #BridgeFT #RIA
appexchange.salesforce.com/appxListingD...
#ShellBlack #Salesforce #BridgeFT #RIA
Another vote of confidence from one of our wealth clients in Pennsylvania! At #ShellBlack, we love hearing how our team makes a difference. We’re grateful for the trust and honored to be recommended to peers in the wealth management community.
appexchange.salesforce.com/appxConsulti...
#Salesforce
appexchange.salesforce.com/appxConsulti...
#Salesforce
January 13, 2026 at 8:54 PM
Another vote of confidence from one of our wealth clients in Pennsylvania! At #ShellBlack, we love hearing how our team makes a difference. We’re grateful for the trust and honored to be recommended to peers in the wealth management community.
appexchange.salesforce.com/appxConsulti...
#Salesforce
appexchange.salesforce.com/appxConsulti...
#Salesforce
Our numbers from the past year tell a compelling story.
As you plan for the year ahead, the question is simple: Are your systems built to support where you’re going next?
If growth, M&A, or #Salesforce optimization is on your roadmap, let’s connect. www.shellblack.com/contact/
As you plan for the year ahead, the question is simple: Are your systems built to support where you’re going next?
If growth, M&A, or #Salesforce optimization is on your roadmap, let’s connect. www.shellblack.com/contact/
![[shellblack logo]
Another Year of WealthTech Wins
Growing: 31 new wealth firms
Migrating: 44 M&A data conversion
Delivering: 68 Salesforce projects
Connecting: 6 RIA trade shows sponsored
Expanding: Second custodian client
Leading: Only Salesforce Partner on Kitces Service Map
[Salesforce Partner Since 2010 logo]](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreiboeikpw63ippzzxu3ysszfmwsk5c4rs6turanpjqbe5jlcfmznsu)
April 23, 2026 at 4:58 PM
Our numbers from the past year tell a compelling story.
As you plan for the year ahead, the question is simple: Are your systems built to support where you’re going next?
If growth, M&A, or #Salesforce optimization is on your roadmap, let’s connect. www.shellblack.com/contact/
As you plan for the year ahead, the question is simple: Are your systems built to support where you’re going next?
If growth, M&A, or #Salesforce optimization is on your roadmap, let’s connect. www.shellblack.com/contact/
In the highly competitive #FinancialServices space, your #CRM is only as good as the customer experience it creates. #ShellBlack can help you tap into #Salesforce insights & automations that drive satisfaction & differentiate your firm in scalable, cost-effective ways.
www.shellblack.com/services/
www.shellblack.com/services/
![[shellblack logo]
professionals sitting around a conference table with laptops, with Shell Black guiding the conversation from the front of the room
Hone Your CRM to a Competitive Edge
[Salesforce Partner Since 2010 logo]
shellblack.com](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreig3nq3sjultfrq27i5ns5k2pyk2ige6pgi6n3u4utxvdpopkwlwd4)
July 9, 2026 at 10:07 PM
In the highly competitive #FinancialServices space, your #CRM is only as good as the customer experience it creates. #ShellBlack can help you tap into #Salesforce insights & automations that drive satisfaction & differentiate your firm in scalable, cost-effective ways.
www.shellblack.com/services/
www.shellblack.com/services/
#AI for wealth management is evolving fast — but most firms are still taking a cautious approach.
Here’s our take on #Salesforce #Agentforce adoption, real usage data, and what it means for #RIAs in 2026.
www.shellblack.com/wealth-manag...
#ShellBlack
Here’s our take on #Salesforce #Agentforce adoption, real usage data, and what it means for #RIAs in 2026.
www.shellblack.com/wealth-manag...
#ShellBlack
![[shellblack logo]
image of a man in the background on a computer with financial services icons superimposed on top of the image
Salesforce Agentforce for RIAs
The state of AI for wealth management
[Salesforce Partner Since 2010 logo]
shellblack.com](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreigslrzozjub7bpybwhznedpffbw6ugfdcnvo4pt6vcvjyhfsw536a)
July 1, 2026 at 2:26 PM
#AI for wealth management is evolving fast — but most firms are still taking a cautious approach.
Here’s our take on #Salesforce #Agentforce adoption, real usage data, and what it means for #RIAs in 2026.
www.shellblack.com/wealth-manag...
#ShellBlack
Here’s our take on #Salesforce #Agentforce adoption, real usage data, and what it means for #RIAs in 2026.
www.shellblack.com/wealth-manag...
#ShellBlack
Wealth clients have complex challenges, and #ShellBlack delivers targeted #Salesforce solutions to simplify them. No wonder 40% of Barron’s Top 20 RIA & Mega RIA firms trust ShellBlack to help them earn customer loyalty and drive organizational growth.
www.shellblack.com/industry/wea...
#RIA
www.shellblack.com/industry/wea...
#RIA
![[shellblack logo]
Image of Shell Black
40% of Barron's Top 20 RIA & Mega RIA Firms Partner with ShellBlack
[Salesforce Partner Since 2010 logo]
shellblack.com](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreigwum33t2f6eya2flpko73k4r5s4dzjhxi6cgo4oz3ydkd5i5bkle)
June 24, 2026 at 4:29 PM
Wealth clients have complex challenges, and #ShellBlack delivers targeted #Salesforce solutions to simplify them. No wonder 40% of Barron’s Top 20 RIA & Mega RIA firms trust ShellBlack to help them earn customer loyalty and drive organizational growth.
www.shellblack.com/industry/wea...
#RIA
www.shellblack.com/industry/wea...
#RIA
Our pay-as-you-go #Salesforce support model means you only pay for the expert hours you need, when you need them. No more expensive, long-term retainers, contract minimums, or bundled support that you don’t fully utilize.
Learn More www.shellblack.com/services/ong...
#ShellBlack #OngoingSupport
Learn More www.shellblack.com/services/ong...
#ShellBlack #OngoingSupport
![[shellblack logo]
Three professionals in an office setting are viewing a computer screen
Ongoing Salesforce Support
Flexible, expert help for Financial Services
[Salesforce Partner Since 2010 logo]
shellblack.com](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreictkr57mzknibfzcqglzjfygov4yuawr7aywmzjiqcpq6j5qrmqe4)
June 18, 2026 at 3:01 PM
Our pay-as-you-go #Salesforce support model means you only pay for the expert hours you need, when you need them. No more expensive, long-term retainers, contract minimums, or bundled support that you don’t fully utilize.
Learn More www.shellblack.com/services/ong...
#ShellBlack #OngoingSupport
Learn More www.shellblack.com/services/ong...
#ShellBlack #OngoingSupport
#ShellBlack, a #Salesforce partner, is featured in the #Kitces Advisor Services Provider Map under the CRM Consulting category. View the map here > www.kitces.com/advisor-serv...
#WealthManagement #SalesforceConsultingPartner #FinTech
#WealthManagement #SalesforceConsultingPartner #FinTech
Financial Advisor Service Providers Map | Kitces.com
Latest version of the Financial Advisor Service Providers Map. Discover outsourcing solutions from marketing to business management to operations.
www.kitces.com
June 10, 2026 at 4:46 PM
#ShellBlack, a #Salesforce partner, is featured in the #Kitces Advisor Services Provider Map under the CRM Consulting category. View the map here > www.kitces.com/advisor-serv...
#WealthManagement #SalesforceConsultingPartner #FinTech
#WealthManagement #SalesforceConsultingPartner #FinTech
Learn how leading firms are turning growth from a happy accident into a repeatable, measurable process — read the full blog now to get started.
www.shellblack.com/wealth-manag...
#ShellBlack #WealthManagement #RIA #FinancialAdvisors #Salesforce #CRM #AI #OrganicGrowth #WealthTech
www.shellblack.com/wealth-manag...
#ShellBlack #WealthManagement #RIA #FinancialAdvisors #Salesforce #CRM #AI #OrganicGrowth #WealthTech
June 4, 2026 at 5:11 PM
Learn how leading firms are turning growth from a happy accident into a repeatable, measurable process — read the full blog now to get started.
www.shellblack.com/wealth-manag...
#ShellBlack #WealthManagement #RIA #FinancialAdvisors #Salesforce #CRM #AI #OrganicGrowth #WealthTech
www.shellblack.com/wealth-manag...
#ShellBlack #WealthManagement #RIA #FinancialAdvisors #Salesforce #CRM #AI #OrganicGrowth #WealthTech
Today, we take a moment to honor those who gave their lives in service to our country. We’re grateful for their sacrifice and the freedoms we enjoy because of it.
#MemorialDay #HonorAndRemembrance #Gratitude #ShellBlack
#MemorialDay #HonorAndRemembrance #Gratitude #ShellBlack
![[Flag in the background]
Remember & Honor
Memorial Day
ShellBlack
shellblack.com](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreig7ibmrnl7iah6cznqedtmuaunoznlsyhgq6kfb5rlhoy7totnlsa)
May 25, 2026 at 7:11 PM
Today, we take a moment to honor those who gave their lives in service to our country. We’re grateful for their sacrifice and the freedoms we enjoy because of it.
#MemorialDay #HonorAndRemembrance #Gratitude #ShellBlack
#MemorialDay #HonorAndRemembrance #Gratitude #ShellBlack
#ShellBlack clients see firsthand how an optimized Salesforce platform can transform their financial services practice. We take the complexity out of Salesforce, making it a valuable, intuitive tool for your entire team.
www.shellblack.com/services/imp...
#Salesforce #FinTech #WealthTech #RIA
www.shellblack.com/services/imp...
#Salesforce #FinTech #WealthTech #RIA
Sales, Service, Community, Financial Services Cloud (FSC), AI
Unlock the power of the Salesforce platform. We have extensive experience implementing Sales Cloud, Community Cloud, and Financial Services Cloud FSC
www.shellblack.com
May 13, 2026 at 7:39 PM
#ShellBlack clients see firsthand how an optimized Salesforce platform can transform their financial services practice. We take the complexity out of Salesforce, making it a valuable, intuitive tool for your entire team.
www.shellblack.com/services/imp...
#Salesforce #FinTech #WealthTech #RIA
www.shellblack.com/services/imp...
#Salesforce #FinTech #WealthTech #RIA
#ShellBlack helps #RIAs maximize #Salesforce to drive efficiency, streamline workflows & enhance client relationships. From improving CRM adoption to tailoring solutions for wealth management, we make your Salesforce work smarter.
www.shellblack.com/services/?ut...
#WealthManagement #WealthTech
www.shellblack.com/services/?ut...
#WealthManagement #WealthTech
![[shellblack logo]
background image of a desk with a laptop, notebook & pen, plant, coffee cup, and phone
Maximize Your Salesforce Investment
[Salesforce Partner Since 2010 logo]
shellblack.com](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreiffdirfshdbwmzbjro2ipfqjgfaghq7foj7jg4lo4hf4e3h3u7n7u)
May 7, 2026 at 2:51 PM
#ShellBlack helps #RIAs maximize #Salesforce to drive efficiency, streamline workflows & enhance client relationships. From improving CRM adoption to tailoring solutions for wealth management, we make your Salesforce work smarter.
www.shellblack.com/services/?ut...
#WealthManagement #WealthTech
www.shellblack.com/services/?ut...
#WealthManagement #WealthTech
The ShellBlack team is built on Salesforce community leadership and tightly focused wealth management experience — with more than 125,000 project hours delivered for 475+ wealth clients.
www.shellblack.com/about/
#SalesforcePartner #Salesforce #FinTech #WealthTech #FinancialServicesCloud
www.shellblack.com/about/
#SalesforcePartner #Salesforce #FinTech #WealthTech #FinancialServicesCloud
![Trusted Salesforce Implementation Partner
[Salesforce Partner Since 2010 logo]
[ShellBlack logo]](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreifwsu7woecg67c7h4cnhvxrylzyhkg2ef7zuu6xdwbwnua7ilzjpa)
April 15, 2026 at 5:23 PM
The ShellBlack team is built on Salesforce community leadership and tightly focused wealth management experience — with more than 125,000 project hours delivered for 475+ wealth clients.
www.shellblack.com/about/
#SalesforcePartner #Salesforce #FinTech #WealthTech #FinancialServicesCloud
www.shellblack.com/about/
#SalesforcePartner #Salesforce #FinTech #WealthTech #FinancialServicesCloud
RIAs don’t scale on spreadsheets.
Our new blog breaks down Business Process Management for RIAs — how #Salesforce workflows drive efficiency, improve adoption, and save time at scale.
If your processes feel rigid or manual, it’s time to rethink BPM.
🔗 Read more: www.shellblack.com/wealth-manag...
Our new blog breaks down Business Process Management for RIAs — how #Salesforce workflows drive efficiency, improve adoption, and save time at scale.
If your processes feel rigid or manual, it’s time to rethink BPM.
🔗 Read more: www.shellblack.com/wealth-manag...
![White text on a green background image featuring geometric shapes
Scalable Salesforce Business Process Management for RIAs
[shellblack logo]
shellblack.com](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreibsvznkcngiaa2kkprw6dnwscwbbx2sohu4nxyyvs36yt3quibuhi)
April 7, 2026 at 9:24 PM
RIAs don’t scale on spreadsheets.
Our new blog breaks down Business Process Management for RIAs — how #Salesforce workflows drive efficiency, improve adoption, and save time at scale.
If your processes feel rigid or manual, it’s time to rethink BPM.
🔗 Read more: www.shellblack.com/wealth-manag...
Our new blog breaks down Business Process Management for RIAs — how #Salesforce workflows drive efficiency, improve adoption, and save time at scale.
If your processes feel rigid or manual, it’s time to rethink BPM.
🔗 Read more: www.shellblack.com/wealth-manag...
Unlock #Salesforce's potential with #ShellBlack! Our expert consultants specialize in financial services, crafting tailored CRM solutions for RIA advisors. From data integration to automation and analytics, we align Salesforce with your goals.
www.shellblack.com/industry/wea...
#WealthTech
www.shellblack.com/industry/wea...
#WealthTech
![[shellblack logo]
A group of professionals sitting around a conference table with papers on the table, and a flip chart in the background.
Partner with ShellBlack for Expert Guidance
[ShellBlack partner since 2010 logo]
shellblack.com](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreicdp76pxnukmvw6iwlxs2bddyzes2ufwwlavz2lq7sxbqkdhnjwv4)
April 2, 2026 at 2:56 PM
Unlock #Salesforce's potential with #ShellBlack! Our expert consultants specialize in financial services, crafting tailored CRM solutions for RIA advisors. From data integration to automation and analytics, we align Salesforce with your goals.
www.shellblack.com/industry/wea...
#WealthTech
www.shellblack.com/industry/wea...
#WealthTech
Unlock #Salesforce's full potential for wealth firms with 1-10 advisors! Our FSC Implementation Accelerator brings expertise from 400+ engagements. Get custom layouts, advisor dashboards, lead conversion flows, and more — all at an accessible price.
www.shellblack.com/services/acc...
#ShellBlack
www.shellblack.com/services/acc...
#ShellBlack
![Faster Deployment, Faster ROI
FSC Implementation Accelerator
[Salesforce Partner Since 2010 logo]
image of a Salesforce Dashboard configured for Advisors
[accelerator logo]
[shellblack logo]
shellblack.com](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreif5qjulodiqykq6swayxts3bon5dydf3eqpcpywzwiwaju5urf5tm)
March 26, 2026 at 7:49 PM
Unlock #Salesforce's full potential for wealth firms with 1-10 advisors! Our FSC Implementation Accelerator brings expertise from 400+ engagements. Get custom layouts, advisor dashboards, lead conversion flows, and more — all at an accessible price.
www.shellblack.com/services/acc...
#ShellBlack
www.shellblack.com/services/acc...
#ShellBlack
Is your CRM helping or hindering growth? We customize #Salesforce to match wealth firms' unique needs. Our clients include 40% of Barron’s top 20 RIAs & Mega RIAs, who trust ShellBlack to drive growth.
www.shellblack.com/services/?ut...
#ShellBlack #WealthManagement #FinTech #FinancialAdvisors
www.shellblack.com/services/?ut...
#ShellBlack #WealthManagement #FinTech #FinancialAdvisors
![[shellblack logo]
image of two women looking at a computer monitor with a man in the background
Increase CRM Efficiency
Partner with ShellBlack to maximize Salesforce
[Salesforce Partner Since 2010 logo]
shellblack.com](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreigs5srwkgknqlfogjviym44hruviuep3md46z62d4ujwicn2e6pgq)
March 18, 2026 at 4:00 PM
Is your CRM helping or hindering growth? We customize #Salesforce to match wealth firms' unique needs. Our clients include 40% of Barron’s top 20 RIAs & Mega RIAs, who trust ShellBlack to drive growth.
www.shellblack.com/services/?ut...
#ShellBlack #WealthManagement #FinTech #FinancialAdvisors
www.shellblack.com/services/?ut...
#ShellBlack #WealthManagement #FinTech #FinancialAdvisors
We are excited to announce that #ShellBlack is featured in the #Kitces Advisor Services Provider Map as the ONLY #Salesforce partner in the CRM Consulting section! View the map here > www.kitces.com/advisor-serv...
#WealthManagement #SalesforceConsultingPartner #FinTech
#WealthManagement #SalesforceConsultingPartner #FinTech
![[shellblack logo]
[Salesforce Partner Since 2010 logo]
The ONLY Salesforce Partner Recognized by Kitces
[kitces.com logo]
shellblack.com](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreiaiazup7flt3sinonupjbwrphzsulboc2ikicocxilxzzl7sgo3gq)
March 11, 2026 at 2:57 PM
We are excited to announce that #ShellBlack is featured in the #Kitces Advisor Services Provider Map as the ONLY #Salesforce partner in the CRM Consulting section! View the map here > www.kitces.com/advisor-serv...
#WealthManagement #SalesforceConsultingPartner #FinTech
#WealthManagement #SalesforceConsultingPartner #FinTech
Invest in your advisors with a tailored #Salesforce experience to support the unique demands of #RIAs. Let #ShellBlack empower your team to work smarter and deliver exceptional client service using a CRM solution that grows with your business.
www.shellblack.com/contact/?utm...
#FinTech #WealthTech
www.shellblack.com/contact/?utm...
#FinTech #WealthTech
![[shellblack logo]
[background image of a man at a desk looking at reports and dashboards]
Empower Your Advisors
[Salesforce Partner Since 2010 logo]
shellblack.com](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreidivksdrbg73y3lwqaibwbd34aowpx5a3r35amjtc663bvo3jrjzu)
March 3, 2026 at 4:50 PM
Invest in your advisors with a tailored #Salesforce experience to support the unique demands of #RIAs. Let #ShellBlack empower your team to work smarter and deliver exceptional client service using a CRM solution that grows with your business.
www.shellblack.com/contact/?utm...
#FinTech #WealthTech
www.shellblack.com/contact/?utm...
#FinTech #WealthTech
If your CRM isn’t a differentiator for your firm, it could be time for your tech investment to graduate to a more customer-centric approach. #ShellBlack helps financial firms Implement, Grow, and Succeed with Salesforce.
Contact us today.
www.shellblack.com?utm_source=L...
#Salesforce
Contact us today.
www.shellblack.com?utm_source=L...
#Salesforce
February 25, 2026 at 6:12 PM
If your CRM isn’t a differentiator for your firm, it could be time for your tech investment to graduate to a more customer-centric approach. #ShellBlack helps financial firms Implement, Grow, and Succeed with Salesforce.
Contact us today.
www.shellblack.com?utm_source=L...
#Salesforce
Contact us today.
www.shellblack.com?utm_source=L...
#Salesforce
Integrate data feeds from #CharlesSchwab, #Fidelity, #Pershing, and hundreds more providers – all in one unified platform with our Multi-Custodial Data Aggregator for #Salesforce Financial Services Cloud, powered by #BridgeFT.
www.shellblack.com/products/#mu...
#ShellBlack #WealthTech #RIAs
www.shellblack.com/products/#mu...
#ShellBlack #WealthTech #RIAs
![900+ Wealth Data Sources
Multi-Custodial Data Aggregator for Salesforce FSC
Top Providers Supported:
Schwab Advisor Services (Charles Schwab)
Fidelity Institutional
Pershing Advisor Solutions
Pershing LLC
National Financial Services LLC (NFS)
Apex Clearing Corporation
DST Financial Advisor Network
Interactive Brokers
[Salesforce AppExchange logo]
[ShellBlack logo + BridgeFT logo]
Wealth Management Accelerator](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreifshwoeesos7jxdan3dfx4gb7ljr4loysjr4z2soxx3puqqpyruui)
February 19, 2026 at 9:13 PM
Integrate data feeds from #CharlesSchwab, #Fidelity, #Pershing, and hundreds more providers – all in one unified platform with our Multi-Custodial Data Aggregator for #Salesforce Financial Services Cloud, powered by #BridgeFT.
www.shellblack.com/products/#mu...
#ShellBlack #WealthTech #RIAs
www.shellblack.com/products/#mu...
#ShellBlack #WealthTech #RIAs
#AI for wealth management is evolving fast — but most firms are still taking a cautious approach.
Here’s our take on #Salesforce #Agentforce adoption, real usage data, and what it means for #RIAs in 2026.
www.shellblack.com/wealth-manag...
#ShellBlack #WealthTech #FinTech #WealthManagement
Here’s our take on #Salesforce #Agentforce adoption, real usage data, and what it means for #RIAs in 2026.
www.shellblack.com/wealth-manag...
#ShellBlack #WealthTech #FinTech #WealthManagement
AI for Wealth Management: Salesforce Agentforce Adoption
Is wealth management ready for AI? We took a data-driven look at Salesforce Agentforce adoption, hurdles, use cases, and how RIAs are leveraging AI today.
www.shellblack.com
February 11, 2026 at 9:29 PM
#AI for wealth management is evolving fast — but most firms are still taking a cautious approach.
Here’s our take on #Salesforce #Agentforce adoption, real usage data, and what it means for #RIAs in 2026.
www.shellblack.com/wealth-manag...
#ShellBlack #WealthTech #FinTech #WealthManagement
Here’s our take on #Salesforce #Agentforce adoption, real usage data, and what it means for #RIAs in 2026.
www.shellblack.com/wealth-manag...
#ShellBlack #WealthTech #FinTech #WealthManagement
As a #Salesforce partner since 2010, #ShellBlack consists of certified and tenured consultants. We’ve delivered more than 100,000 cumulative project hours for 475+ wealth firms, making ShellBlack a trusted partner for 40% of Barron’s top 20 RIAs and Mega RIAs.
www.shellblack.com/industry/wea...
www.shellblack.com/industry/wea...
February 5, 2026 at 5:12 PM
As a #Salesforce partner since 2010, #ShellBlack consists of certified and tenured consultants. We’ve delivered more than 100,000 cumulative project hours for 475+ wealth firms, making ShellBlack a trusted partner for 40% of Barron’s top 20 RIAs and Mega RIAs.
www.shellblack.com/industry/wea...
www.shellblack.com/industry/wea...
Let your M&A team focus on what they do best. #ShellBlack works as an extension of your transition team, handling data migration, change management & CRM onboarding. We take the tech heavy lifting off your plate so you can focus on the deal.
www.shellblack.com/services/mig...
#Salesforce
www.shellblack.com/services/mig...
#Salesforce
![[Woman working at a computer with another individual in the background]
[shellblack logo]
M&A Force Multiplier
Data migrations to keep your team focused on what they do best
[Salesforce Partner since 2010 logo]
shellblack.com](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreic3kwdqp5ak6vvngsmkauyvzpoavm7y5bbkttbvrua7h7hspbtfma)
January 30, 2026 at 4:45 PM
Let your M&A team focus on what they do best. #ShellBlack works as an extension of your transition team, handling data migration, change management & CRM onboarding. We take the tech heavy lifting off your plate so you can focus on the deal.
www.shellblack.com/services/mig...
#Salesforce
www.shellblack.com/services/mig...
#Salesforce