ShellBlack

💡 When attending 'Advise AI, Las Vegas', Ian McKenna captured insights from various providers and plenary sessions... Click here to watch the longer session, previewed below, on 'Streamlining Adviser #Productivity & #Client #Engagement using Automation & #AI Featuring Salesforce'. 👇🏼 https://lnkd.in/eUtZMCMJ #AdviseAI Michelle Feinstein Amanda Lott, CFP® ShellBlack

Thank you for your service. #VeteransDay

AI is transforming financial advising, but it's not here to replace advisors — it’s here to support them! As we move into the "era of copilots," advisors are harnessing AI to manage tasks, personalize client engagement, and scale efficiently. From consolidating data in a unified platform to automating routine workflows, AI allows advisors to focus on what truly matters: building client relationships and growing business. Learn how AI can be your strategic partner, not your replacement! https://lnkd.in/gm_GPmZW #FinancialAdvisors #AIforAdvisors #ClientFirst #WealthManagement #AI #Salesforce #FinancialServicesCloud

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. https://lnkd.in/g7AtnxBR #DF24 #Dreamforce #Salesforce #AI #FinancialServicesCloud #SalesforceConsultingPartner #AgentForce #FinancialServices #Advisors #RIAs 

Tomorrow, Oct. 9, 2024, Shell Black is speaking at Financial Planning's #AdviseAI Conference in Las Vegas. He is on a panel with Michelle Feinstein, GM/VP Wealth & Asset Management at Salesforce. If you are attending, stop by and discover how AI technologies can revolutionize client-focused workflows, empowering advisors to focus on what truly matters. The session: AI and Automation. Learn more > https://lnkd.in/ghjU47qU

Read about the key takeaways from Dreamforce 2024 in our latest blog. No surprise, but AI was the focal point again this year with the official launch of Agentforce. https://lnkd.in/g_699guv #DF24 #Dreamforce #Salesforce #AI #FinancialServicesCloud #SalesforceConsultingPartner #Agentforce #FinancialServices #Advisors #RIAs

Dreamforce 2024 to mark the release of ShellBlack's latest cost-effective Accelerator for Salesforce Financial Services Cloud, tailored for wealth firms and RIAs. Read the press release here> https://lnkd.in/g-K_xbKS.  #Dreamforce #Dreamforce24 #DF24 #Salesforce #WealthManagement #RIAs #Accelerators #FinancialServicesCloud

Calling all wealth management firms! How would you like to use AI with your CRM? Answer our survey below: #wealthfirms #rias #wealthmanagement #advisors #AI

Recognized as a top CRM leader on the Kitces Financial Advisor Technology Map for our Accelerators, ShellBlack's reputation as a trusted Salesforce implementation partner continues to grow. Since 2010, we have helped hundreds of wealth firms maximize their Salesforce investment, and we've leveraged that expertise to develop cost-effective Accelerators that solve common industry challenges. Learn more about our newest Accelerators! https://lnkd.in/gR32MBQF #Salesforce #SalesforceConsultingPartner #Advisor #WealthFirms #FINS #FinancialServicesCloud #FinancialServices #SalesCloud #SalesforceAccelerators