Industry Focus

Since 2010, ShellBlack has led engagements for a broad range of wealth management firms — helping them expand wallet share, increase client referrals, and further elevate their brands.

We help banks and credit unions break their data out of silos to understand who their customers are, what they want, and how to maximize the value of each relationship.

For institutions specializing in commercial insurance, personal lines, property and casualty, or specialty products, ShellBlack creates an efficient, effective sales pipeline for existing customers and new prospects alike.

ShellBlack helps lenders leverage Salesforce to swiftly source, manage, and close loans; enhance underwriting and funding processes; and integrate valuable data with loan origination or lease administration systems.

Our Salesforce experience extends to virtually every facet of financial services. We help drive results for clients in these and other dynamic industry segments: leasing; funds and trusts; capital investment; asset management; tax and accounting; credit repair and debt consolidation; factoring and alternative lending; and fintech solutions of all kinds.