ShellBlack | Leader in Financial Services Implementations - ShellBlack - AppExchange
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ShellBlack | Leader in Financial Services Implementations

  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 84
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 34
  • Year this company was founded Founded 2010
We Know Financial Services

ShellBlack is an experienced, trusted Salesforce consulting partner with a targeted focus on financial services. In fact, 75% of our Salesforce engagements are rooted in this dynamic industry.


  • Visit 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.

Geographic Focus



About ShellBlack With more than 1,000 successful Salesforce engagements throughout the United States and 150+ certifications to their credit, the experienced consultants at ShellBlack are Salesforce experts with a specialized focus on financial services. Our founder and namesake Shell Black, is a Salesforce MVP Hall of Fame. From seamless implementations and migrations to automated marketing and custom development, ShellBlack delivers customized solutions to help your organization enhance customer value while fueling ROI.

Texas, United States