How Multi-Custodial Integration Drives Better Client Outcomes in Salesforce Financial Services Cloud

About The Webinar

Join industry experts from ShellBlack and BridgeFT as they discuss and demo their newest collaboration — The Multi-Custodial Data Aggregator Accelerator. Powered by data from BridgeFT, this innovative solution, specifically built for Salesforce Financial Services Cloud, transforms how wealth management firms handle client data integration within the industry's leading CRM.

Imagine having all your client investment data automatically flow into Salesforce FSC from more than 900 direct feeds. Our accelerator not only outperforms other connectors by offering seamless data syncing from multiple providers, it also syncs Financial Holdings and Tax Lots.

A full product demo and deep dive on features will cover:

Prior to joining BridgeFT, Dave was the Vice President of Digital Strategy and 3rd Party Integration for Goldman Sachs’ Advisor Solutions business where he led Goldman’s RIA custody platform expansion, strategic partnerships and investments, and support for 3rd party integration offerings which included APIs, SSO, Trading, and Data Delivery. Previously, he was the Vice President of Digital Wealth Solutions at Folio Financial, overseeing all aspects of business management, strategy, and execution for Folio’s Digital Wealth and Investment Solutions business and playing an instrumental role in helping Folio sell their RIA custody business to Goldman Sachs in September 2020.

Dave Hagen
Chief Commercial Officer at BridgeFT

Meet the Panelists

Automated synchronization of financial accounts, positions, balances, and tax lots

Household-level investment visibility

Multi-tiered matching logic for accurate data integration

Pre-configured reports and dashboards for enhanced business insights

In 2005 Shell Black started consulting on Salesforce. He was impressed by how the platform, when used well, enabled businesses to compete with much larger companies. In 2010, Shell’s affinity for solving problems in the cloud became a business. ShellBlack was founded with a simple mission —– to help companies maximize their CRM investment. Shell previously worked in financial services, where he gained the industry knowledge he uses when assisting clients today. Shell and his team serve more than 400 wealth firms, including 40% of Barron's Top 20 RIA firms, underscoring ShellBlack’s reputation as Wealth Management's Premier Salesforce Partner.

Shell Black
President
at Shellblack

Greg Glaser
Solutions Engineer
 at Shellblack

Greg began his Salesforce career in 2007 by leading a Fortune 50 company on their journey to grow Salesforce from 45 employees to more than three thousand internal users and thousands of customers. As a Solution Engineer at ShellBlack since 2016, Greg has focused his experience on the products and architectural concepts that help Financial Services clients thrive on the Salesforce platform.