Visit shellblack.com/industry/ to learn more about our work in financial services — including Salesforce expertise in wealth management, banks and credit unions, mortgage and lending, insurance, REITs, private equity, tax, fund management, and more!
We provide consulting services for Sales Cloud, Service Cloud, Experience Cloud, Pardot, Financial Services Cloud (FSC), Marketing Cloud, Data Migrations, End-User Training, Custom Development, Integrations, Lightning (LEX) Migrations, and QuickStarts.
We have proven expertise in migrating Redtail, Junxure, Tamarac CRM, Microsoft Dynamics, ProTracker, Grendel, Saleslogix, Sage, SmartOffice, Zoho, GoldMine, ACT!, AppCrown, BCM, Gorilla, FileMaker, Salentica, Concenter XLR8, SugarCRM, Advyzon, APX, & IAS
With our singular focus on Salesforce, our certified consultants know the nuances of using the platform to fuel momentum for your financial services organization. We drive success by focusing on business processes, data insights, usability, and adoption.## ##> Implementation — When you’re ready to become a Salesforce customer, our proven implementation process charts a course for success.####> Migration — We make data migrations seamless by leveraging the key customer data you’ve already captured in legacy systems and external sources.####> Marketing Automation — Work smarter, not harder, and take your marketing to the next level. Gain valuable insights into customer interactions while enhancing engagement and measuring ROI.####> Custom Development — Your business processes and metrics drive functionality that’s made to order, resulting in improved efficiency for your users.####> Data Integrations for FSC — Make data actionable to your users! ShellBlack can bring in data from Pershing, Schwab, Fidelity, TD, DST, Advent - APX, BlackDiamond, Orion, Tamarac, Envestnet, Raymond James, eMoney, MoneyGuide Pro, and more.####Discover the ShellBlack difference. ShellBlack.com